capital gains

Superannuation

SMSF trustees now only have to pay a flat $50 stamp duty fee when transferring business real property under new NSW State regulation, according to chartered accountancy f...

Tools & guides

A guide to the Henry Review and its proposed changes to marginal tax rates and CGT

Sam Rubin looks at the Henry Review's recommendations on marginal tax rates and capital gains tax (CGT) and the effect they could have on the industry....

Tools & guides

How small business owners can maximise superannuation savings

The capital gains tax cap contribution provides the perfect opportunity for small business owners looking to maximise their superannuation retirement savings, writes Step...

Financial planning

Individually managed accounts - a solution for high-net-worth clients

Offering individually managed accounts to high-net-worth clients can be a scalable solution for financial advisers, writes Damian Graham....

Editorial

Why ETFs are only part of the solution

Amid growing media interest in the growth of these products, Dominic McCormick explains why exchange-traded funds are a useful tool but not a panacea. ...

Financial planning

Opportunities for intrepid planners

There are significant rewards and opportunities for Australian financial planners who are prepared to transfer their skills overseas....

Editorial

The advantages and disadvantages of direct shares and managed funds

David Benney looks at the advantages and disadvantages of direct shares versus managed funds....

Tools & guides

Why income protection insurance matters for high income earners

MLC's Jon de Fries explains why income protection insurance can be just as important for higher income earners and discusses some policy ownership issues....

Superannuation

AXA launches income-focused product for retirees

AXA has launched an income-generating product aimed at people focused on consistent income heading into retirement rather than accumulating wealth....

Editorial

How to use franking credits to reduce your tax bill

Investors should consider the after-tax performance of their assets in relation to franking credits, writes Aaron Minney....

Financial planning

Investec targets instos and dealer groups

Investec Asset Management is looking to take advantage of what it sees as an opportunity in emerging market debt to acquire new investments from Australian institutional ...

Policy & Regulation

Term deposits get tax boost

Older savers using interest-bearing products receive tax break....

Policy & Regulation

Industry applauds tax reforms of MITs

Reform of the tax system for managed investment trusts (MITs) announced on Friday will simplify the administration of managed funds, according to Federal Assistant Treasu...

Tools & guides

Preparing for a SMSF trustee's death

Holding large value illiquid assets in a SMSF could prove problematic when a trust member dies. Deborah Wixted explains the obligations and options trustees and their fin...