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

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....

image
Tools & guides

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

image
Financial planning

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

image
Editorial

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. ...

image
Financial planning

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

image
Editorial

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

image
Tools & guides

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....

image
Superannuation

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

Editorial

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

image
Financial planning

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 ...

image
Policy & Regulation

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

Policy & Regulation

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

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...

image
Financial planning

Investment Trends names Navigator leading platform in a year marked by intense investment in specific improvements....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

13 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

2 weeks 5 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

1 week 6 days ago

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties....

1 week 5 days ago