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Financial planning
As baby boomers reach retirement and their latter years, intergenerational financial advice might be the answer to continued business growth in the future, according to P...
Financial planning
The Tax Commissioner has revealed just how many Australian high net worths are under scrutiny....
Superannuation
Clients entering retirement need help to reassess their ongoing approach to superannuation rather than just a transition to retirement strategy, according to HLB Mann Jud...
Superannuation
Superannuation trustees have pointed to the degree to which MySuper will force further industry rationalisation....
Superannuation
Lachlan Partners believes an ATO draft ruling may catch non-dependent death beneficiaries....
Superannuation
The in-specie transfers ban announced in Stronger Super will disadvantage self-managed super funds (SMSFs) and expose them to greater costs and risks, according to Hewiso...
Superannuation
The proposed ban on off-market related party transfers for self-managed superannuation funds (SMSFs) "goes against the grain of a simplified superannuation system", accor...
Superannuation
Mike Mitchell outlines the strategy implications a recent ATO Draft Ruling could have for SMSF trustees deciding whether to borrow to buy property in or outside super....
Editorial
Since their arrival on our shores about a decade ago, managed accounts have remained largely dormant in Australia. But with continuing market volatility and the imminent ...
Superannuation
ATO signals it is closely monitoring re-reporting and the rules around life superannuation capital gains tax and excess contributions tax....
Superannuation
The ATO has been urged to rethink its draft ruling on the taxation of pensions after death amid concerns it is being unfair and acting against the spirit of the tax laws....
Superannuation
The 2011-12 financial year will see significant reforms impacting the entire financial services industry, while the Government has recognised strategy as the most importa...
Superannuation
The Australian Institute of Superannuation Trustees (AIST) has supported the Federal Government's budget proposition to clear up rules on capital gains tax (CGT) for trad...
Editorial
Deborah Wixted explains what happens when good capital gains tax contributions go bad. ...
Superannuation
The Government has announced a three-month extension of the capital gains tax (CGT) rollover relief for merging superannuation funds, but at the same time ruled out the p...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....