Financial planners should consider the benefits of directly investing client monies instead of managed funds within Self Managed Superannuation Funds (SMSFs) argues finan...
Advisers need to take special care when working on estate plans for divorced clients. Julie Bennett reports....
Draft skill standards for advice on self managed super funds are being eagerly accepted by an industry hoping to avoid further regulation by the Australian Securities and...
More work on retirement income policy is needed if the living standard expectations by the next generation of retirees are to be met, according to a major policy statemen...
RetireInvest is on the up and up – and they want you....
Good estate planning aims to preserve and transfer your wealth to the next generation as tax effectively as possible. One of the tools that can help clients achieve this ...
The Australian Tax Office (ATO) is making life easier for accountants and advisers with the introduction of electronic lodgment of self managed superannuation fund (SMSF)...
The Australian Taxation Office (ATO) is threatening legal action against self-managed superannuation funds (SMSFs) which fail to comply....
The majority of older working Australians have given little or no thought to planning for retirement according to a Newspoll survey commissioned by the Commonwealth Bank....
The long-awaited superannuation and family law legislation that allows couples to divide their superannuation on marriage breakdown came into effect in December 2002. Tan...
The Financial Planning Association (FPA) today called on the Federal Government to link the age at which consumers can access lump sum superannuation to eligibility for t...
The December 2002 quarterly Retirement Income Stream Report released by Investment and Financial Services Association (IFSA) has shown a fall in total retirement income s...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....