CAPITAL GAINS

Editorial

A number of recent changes to superannuation have had a significant impact on the wealth creation capacity of transition to retirement strategies. Martin Breckon weighs u...

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Editorial

Stuart Fechner explains why separately managed accounts offer an alternative way to manage Australian share investments....

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Life/Risk

John Ciacciarelli explains key person insurance and the capital gains tax issues it raises....

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Editorial

In this superannuation guide for non-residents for tax purposes, you'll learn what impacts contributions and access to superannuation for non-residents....

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Financial planning

AIST warns against the 'dumbing down' of existing balanced super funds and a potential worsening of the underinsurance problem; ASFA calls for legislative support to impr...

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Financial planning

Quantum Group has bridged the gap between financial planners and residential property through the development of a real estate product for self-managed superannuation fun...

Financial planning

The tax office has signalled that the use of promissory notes in SMSFs will come under greater scrutiny, writes Bryan Ashenden....

Financial planning

Despite comprising less than two per cent of retail funds, structured products have received more than their fair share of criticism over the past year. Vince Scully disc...

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Financial planning

Beware of new income definitions for government benefits, writes Deborah Wixted....

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Editorial

Stuart Fechner translates the persistently complex language of investment....

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Superannuation

Having death benefits paid as an income stream is an under-utilised strategy, writes Matt Hughes....

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Financial planning

Transferring commercial property into a self-managed superannuation fund may lead to significant taxation benefits....

Editorial

With his van Eyk Three Pillars Listed Investment Company being targeted by Dixon Advisory, van Eyk’s Mark Thomas explains what makes LICs an attractive proposition despit...

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Financial planning

Aviva Australia's separately managed accounts (SMA) are available to investors on its Navigator platform from today, the first time, according to the wealth manager, an S...

Financial planning

Advisers should think all issues through carefully before acting on the Australian Taxation Office's (ATO) new ruling that will affect the way capital gains made by trust...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 21 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago