This tax information and impact note affects individuals with direct descendants and personal representatives of deceased persons with total assets above the Inheritance Tax threshold. 1,753 more words
Tags » Financial Adviser
On 3 May 2016 the Australian Treasurer, Scott Morrison, handed down his first Budget and changes to superannuation were a core theme.
While there is plenty of focus on things that are perceived as negative changes, let’s not forget there are also some important changes that are potentially quite good news. 101 more words
Desepoli Wealth President and Founder, Lou Desepoli was featured in this month’s Financial Advisor Magazine. The article was entitled “A Potential New Client Base”, and discussed the growing number of elder workers who are starting business, and the opportunity it presents to the advisory community. 17 more words
My chops for penning this blog are that I am both a baby boomer and an employer. The social media biosphere is replete with (mostly) well-intentioned advice for what millennials need to do to excel in the workplace. 402 more words