AUSTRALIAN TAXATION OFFICE

Financial planning

The Government has introduced new rules to reduce effective tax rates on ETPs. KEVIN SMITH examines the changes....

Superannuation

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 planning

Financial planners advising clients over potential returns they can expect on agribusiness investment products may find themselves in breach of Policy Statement (PS)S170....

Financial planning

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...

Financial planning

A do-it-yourself (DIY) family superannuation fund is still one of the most effective estate planning tools around, says Steve Davis....

Superannuation

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 ...

Financial planning

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...

Financial planning

The results are out and on behalf of Money Management, Nick Bruining is proud to announce the winners of the inaugural Felsy Awards....

Financial planning

The Australian Securities and Investments Commission (ASIC) has continued with its crackdown on the financial planning industry, permanently banning two more people from ...

Superannuation

Self-managed super funds have just about everybody interested - including the Tax Office. Barbie Chiro reports....

Superannuation

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...

Financial planning

It promises to be a busy year for advisers and their clients. Andrew Lawless outlines key dates for 2003....

Financial planning

Peter Hogan answers the questions that flummoxed advisers last year....

Financial planning

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 ...

Financial planning

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 ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 3 weeks ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

1 week 3 days ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

1 week 2 days ago

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties....

1 week 1 day ago