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CAPITAL GAINS TAX
Financial planning
Few property investors make the most of tax depreciation schedules, writes Larissa Tuohy....
Policy & Regulation
Australians are likely to make errors in their tax returns and miss out on deductions, with omission of interest and failure to claim for depreciation on investment prope...
Financial planning
Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...
Funds management
Property syndicator WRF Securities has claimed the 17.5 per cent return on its just-completed Armidale No.1 Property Syndicate proves that unlisted property is tax-effect...
Financial planning
Thanks to another administrative mishap, Tower Limited has been ordered by the corporate regulator to give $1 million back to customers whom it accidentally overcharged a...
Financial planning
The major obstacle to Australia becoming a regional centre for funds management has been removed by the Senate’s passage of the New International Tax Arrangements (Manage...
Financial planning
MLC is claiming to have achieved better after-tax returns and lower transaction costs just months after introducing it unique ‘emulation’ method for running a multi-manag...
Financial planning
How do you charge fees to your clients – upfront or ongoing? The value of your practice could double depending on how you charge for your advice, writes John Ellison....
Financial planning
Vanguard is to publish after-tax returns for all its products in what it claims will be a first within the Australian funds management industry....
Financial planning
Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...
Financial planning
Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...
Financial planning
The Australian Securities and Investments Commission (ASIC), the Australian Prudential Regulatory Authority (APRA) and the Australian Tax Office (ATO) will walk away from...
Financial planning
Question: I have recently received bonus shares from a company in which I held an investment. The shareholder release indicated that the distribution is tax-free. If I se...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...