Features

Personal deductible contributions: it’s all in the timing

Rachel Leong explains how the retirement date, withdrawals and the timing of Section 290-170 notices can have a great impact on the amount of deductions that can be claim...

Editorial

Keeping inflation in check

Stephen Hart examines the rising cost of living and ways to protect clients against a rise in both the consumer price index (CPI) and its volatility....

Editorial

FOFA's air of inevitability

Assistant Treasurer and Minister for Financial Services, Bill Shorten, stirred up a great deal of anger and resentment recently by saying that he did not believe the key ...

Editorial

Hoping for the best from FOFA but expecting the worst

Many financial planners have lost faith in the Federal Government’s willingness to inject balance into FOFA and, as Mike Taylor writes, this attitude was not helped by re...

Editorial

Is your fund ready for the superannuation gold rush?

With approximately 35 million superannuation accounts spread among 10 million working Australians, Peter Philip reveals the mother lode of small and duplicate accounts ex...

Editorial

FOFA debate hurting share prices

The share prices of Australia’s major publicly listed financial planning groups have been trending down for most of the past 14 months and, as Mike Taylor reports, at lea...

Editorial

Multi-manager funds: adjusting to the post-GFC status quo

The global financial crisis has resulted in a change in the way multi-manager funds operate. Benjamin Levy explains why many funds are struggling to adapt to the new real...

Editorial

Properly assessing commodities risks

In light of the recent falls in silver and oil prices, Ron Bewley considers the case for investing directly in commodities. ...

Editorial

What can go wrong with capital gains tax contributions

Deborah Wixted explains what happens when good capital gains tax contributions go bad. ...

Editorial

FOFA uncertainty erodes practice values

With the recent one-year anniversary of Julia Gillard toppling Kevin Rudd as Prime Minister and leader of the Federal Parliamentary Labor Party, the Australian financial ...

Editorial

Claims management fees - achieving the right balance

In the second part of his article on claims management fees, Col Fullagar considers fee-based remuneration models and their impact on claims management....