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CAPITAL GAINS TAX
Financial planning
A business continuation plan will protect the financial interests of both continuing and departing principals, writes ANDREW LOWE....
Financial planning
New social security gifting rules introduced this financial year could create headaches for retirees who don’t time it right, LALITA MANN warns....
Financial planning
Financial advisers need to be aware of the tax and property rights implications following the passage of new legislation passed by the NSW Parliament in June 1999. NABIL ...
Financial planning
THE uptake of individual managed accounts (IMAs) in Australia will be wholly dependent on whether clients think they are a good investment vehicle, according to Avanteos ...
Life/Risk
Despite their low profile, insurance bonds can offer some real benefits, according to JENNIFER BROOKHOUSE, with investment and tax advantages....
Financial planning
The past year’s tax agenda has been characterised by the ATO’s focus on tax effective schemes and unfair loopholes. FIONA MOORE reports on some of the year’s stand out ta...
Financial planning
Sydney based financial services Group, Portfolio Links, has launched what it is calling the next generation wrap account, promising to set no limits on the range of asset...
Financial planning
The financial services industry remains inefficient because its success means it does not have to improve. However Tom Collins argues this will spur on the next wave of c...
Financial planning
All beneficiaries of a discretionary trust who surrender their interest may now be subject to capital gains tax following the release of an Australian Tax Office (ATO) ru...
Financial planning
Wraps and master trusts have almost become commoditised, but TOM COLLINS says they should adopt new methods to offer better value to advisers and clients....
Superannuation
Most may have not noticed it, but the government has been eroding the effectiveness of the superannuation system in the past and is likely to do so again in the next ten ...
Financial planning
Federal Budgets have many parts but the one that gathers the most attention is called tax. Jason Spits looks at the tax changes which will affect clients of planners....
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
Fund managers are divided over whether they should help the Government fund the Office of the Retirement Commissioner....
Policy & Regulation
It wasn’t that long ago that news of the Ralph report dominated the financial press. Contentious issues for our industry included the initial consideration of treating co...
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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 ...