CAPITAL GAINS

Financial planning

Additional funding from the 2009 Federal Budget will be used to target companies that phoenix in order to avoid meeting their employees' superannuation requirements, the ...

Financial planning

Measure provides certainty to international investors that they will not be taxed on capital gains arising out of most passive investments made by Australian managed fund...

image
Superannuation

CRAIG DAY considers whether trustees of an SMSF can intentionally acquire a residential property from a related party of the fund....

image
Policy & Regulation

Additional changes would remove impediments to super mergers; application period extended until 2011....

Policy & Regulation

Macquarie International Infrastructure Securities Fund has halted income distributions to unit holders as a result of its foreign exchange hedging position - and may just...

Financial planning

Concealments and biases in relation to margin lending reflect the necessity for planners and clients to share in the decision-making process, write PAUL RESNIK and PETER ...

image
Financial planning

Peter McKnoulty discusses the costs relating to business succession planning for financial advisers....

image
Financial planning

With the end of the financial year fast approaching, Tim Sanderson discusses some of the strategies available to clients in the lead up to June 30....

image
Financial planning

Financial planners will be advising clients on tax strategies, but they need to consider their own businesses too, writes Mariana von-Lucken....

image
Financial planning

Dimitri Diamantes gives some examples of how to maximise tax and superannuation at the end of the financial year....

image
Editorial

A good investment strategy beats a tax effective band aid, argues Rick Di Cristoforo....

image
Financial planning

A good investment strategy beats a tax effective band aid, argues Rick Di Cristoforo....

Superannuation

There's no advice that can change the reality of the market situation for SMSF members, but there is advice that could position clients better for the future and take adv...

Superannuation

MICHAEL HUTTON considers options for retiring SMSF trustees....

image
Funds management

GSJBW's property team changes affect rating....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 20 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