PDsessions - What's New for November
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AML December deadline – The final stages of the AML/CTF compliance requirements will be in place by the year end. Alison Deitz at Deacons Lawyers, Shannon Durrant of Count Wealth Accountants and Rob Urwin from Australian Wealth Management; explain the changes and new obligations that financial advisers need to be aware of.
Centrelink traps for retirees – As we delve into the often confusing world of social security entitlements for retirees, Jeannie Feng from Asgard Wealth Solutions and Leola Mollica from Isis Financial Planning offer their advice on the strategies that can be used when helping client's maximise their benefits.
Reporting after-tax performance – Calls for more transparency on after tax returns have transpired from current volatility in the economic environment. Peter Vann from Constellation Capital and Michael Houlihan at Vanguard explore some of the pros and cons for reporting after tax performance.
Estates without borders – Katherine Dwyer from ANZ Trustees and Robert Monahan of Australian Executor Trustees diffuse the myth that understanding the specifics on powers of attorney is best left to the lawyers.
Investment outlook – With uncertainty flourishing across financial markets, Craig James of Commsec, Chris Caton at BT Financial Group and Access Economics’ Nicki Hutley offer their forecasts for the Australian and global economies; with a strong focus on asset classes and risks for investors.
