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Financial planning
Planners who help clients set up self managed superannuation funds must also tackle the issue of who will be the trustee. Ben Smythe examines how an external third party ...
Financial planning
Integration is a win for all stakeholders...
Financial planning
Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...
Superannuation
This week, Ramani (SG) Venkatramani, the general manager of APRA’s diversified institutions division, will fly to a conference of worldwide pensions industry representati...
Financial planning
The Commonwealth Ombudsmen has released a report calling on the Australian Taxation Office (ATO) to supply more information to investors caught up in mass marketed tax mi...
Superannuation
The Financial Services sector would notice little immediate difference if the Australian Labor Party took office after November 10. Why? Because the ALP believes that the...
Financial planning
Financial services group Harts Australasia may have left the financial services industry reeling in the past week with news of its collapse, however, it appears that the ...
Financial planning
While the financial services industry has been pulling its collective hair out over the issues surrounding the alienation of personal services income (APSI), it appears o...
Financial planning
The founder and executive chairman of financial services group Harts Australasia, Steve Hart, faced the Brisbane Magistrates Court charged with 11 tax-related fraud offen...
Superannuation
Tax strategies linked to superannuation are growing in popularity but have also been identified by the Australian Tax Office as an area of concern. Rob Keavney questions ...
Financial planning
Tom Collins reckons the Financial Services Reform Bill currently before parliament will make life easier for unscrupulous operators and tougher for the honest opertors. H...
Financial planning
A number of agribusiness investment schemes will fail to achieve capital raising targets this financial year following a crackdown by the Australian Taxation Office (ATO)...
Financial planning
The Australian Taxation Office now allows borrowers involved in Macquarie’s Geared Equities Investments (GEI) to obtain tax benefits for 100 per cent of the interest paid...
Financial planning
As the nation fast approaches the end of another financial year, superannuation maintains its prime place as a popular tool for creating a tax effective year end strategi...
Financial planning
After a several month search, the Australian Retirement Income Streams Association (ARISA) has hired Kevin Casey as the association’s new chief executive....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...