The Government has introduced new rules to reduce effective tax rates on ETPs. KEVIN SMITH examines the changes....
Financial advisers and accountants may still benefit from establishing strategic alliances with each other in relation to providing advice on self managed super funds (SM...
Financial planners advising clients over potential returns they can expect on agribusiness investment products may find themselves in breach of Policy Statement (PS)S170....
Question: We are a principal planning business that is part of a medium-sized Australia-wide dealer group scheduled for transition on January 1, 2004. We are looking to r...
A do-it-yourself (DIY) family superannuation fund is still one of the most effective estate planning tools around, says Steve Davis....
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 jury may be out on the wisdom of putting clients into margin lending – but all the signs say that this will be one product that will see increasing demand in coming m...
The results are out and on behalf of Money Management, Nick Bruining is proud to announce the winners of the inaugural Felsy Awards....
The Australian Securities and Investments Commission (ASIC) has continued with its crackdown on the financial planning industry, permanently banning two more people from ...
Self-managed super funds have just about everybody interested - including the Tax Office. Barbie Chiro reports....
When the Federal Government announced that from July 1, 2001, superannuation assets were to be exempted from the social security income and assets tests from age 55 until...
It promises to be a busy year for advisers and their clients. Andrew Lawless outlines key dates for 2003....
Peter Hogan answers the questions that flummoxed advisers last year....
The current environment does not encourage advisers to charge fees for service, argues PETER BOBBIN. But all that might change if the law was amended to allow clients to ...
Compulsory choice of funds in superannuation is not only a contradiction in terms but will also be defeated if investors chose to use a default fund, which is usually an ...
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...