CAPITAL GAINS TAX

Superannuation

AIST has rejected the Government’s proposal to reducing the CGT exemption for super funds, saying it will hit retirement savings....

image
Features

With the look through tax treatment for LRBAs now in effect, superannuation funds will now be treated as the asset owner for income tax and capital gains purposes, Michae...

image

The Federal Government has passed legislation to remove punitive tax rates on excess superannuation contributions, with the support of the opposition....

image
Policy & Regulation

The disallowance of the Future of Financial Advice amendments may hurt consumers who will not be able to access scaled advice and may be forced to change to less suitable...

Financial planning

The grandfathering problems that plagued the advice space a year ago continue to stymy advisers and remain heavy burden on consumer choice, the Association of Financial A...

image
Superannuation

While restrictions on acquiring assets from a related party in an SMSF are generally understand, the disposal of assets to related parties often suffers from a lack of un...

image
Superannuation

Colonial First State said it supports the three-day turn-around for superannuation member transfers. ...

image
Superannuation

Townsends Business & Corporate Lawyers' Peter Townsend outlines some of the do's and don'ts for maintaining a bare trust in a LRBA....

image
Superannuation

SMSF trustees cautioned to ensure they understand the details of establishing bare trusts where limited recourse borrowing is concerned. ...

image
Superannuation

Negative gearing, capital gains and franking credits are off limits in government discussions, according to senior super industry figure....

image
Superannuation

Maybe it’s the necessary evil, but superannuation change is not only necessary, it’s also inevitable. Bryan Ashenden states the case. ...

image
Policy & Regulation

Advisers servicing former or current non-residents should be mindful of the proposed changes to capital gains tax, according to Hall & Wilcox Lawyers....

image
Financial planning

Equity Trustees’ Anna Hacker warns of the consequences of appointing an executor without considering the consequences....

image
Superannuation

The Federal Government will soon tighten regulations for related party transactions. Aaron Dunn lists some of the implications of this change....

image
Financial planning

Estate planning is more than just writing a Will and certainly isn’t something that should be left until the last minute, writes Anna Hacker....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 18 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 9 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago