CAPITAL GAINS

Superannuation

Negative gearing, capital gains and franking credits are off limits in government discussions, according to senior super industry figure....

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Editorial

There is a good source of income from equities that even some savvy investors are missing out on, writes Matt Olsen....

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Superannuation

Are SMSFs contributing to a property bubble and gaining an unfair advantage in the process? Peter Kelly begs to differ....

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Funds management

Investors should review their investment structures when circumstances change, according to Centric Wealth’s Adam Pearsall....

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Superannuation

Maybe it’s the necessary evil, but superannuation change is not only necessary, it’s also inevitable. Bryan Ashenden states the case. ...

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Superannuation

SPAA's Graeme Colley highlights the changes to death benefit pension rules....

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Superannuation

AMP’s Philip La Greca provides a checklist for taking on an existing SMSF client....

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Superannuation

Those hardest hit by the $100,000 limit on the pension income tax exemption may well be those left behind after the death of an SMSF pensioner, according to Bryce Figot a...

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Superannuation

Graeme Colley warns some business owners who are nearing retirement fail to understand the complexity surrounding the eligibility criteria for CGT concessions and end up ...

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Financial planning

ANZ has launched a protected lending product targeting high-end self-managed super funds, wholesale investors and executives with employer-related share exposures....

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Superannuation

Just 20 funds account for nearly 60 per cent of assets in the APRA-regulated sector, with further consolidation predicted to occur....

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Funds management

Investors give fund managers thumbs-up for costs, but look for greater disclosure at fund level. ...

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Funds management

Investors opting for negatively geared direct property are taking a large position on the likely outcome of a single investment despite the risks and up-front losses inhe...

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Superannuation

Assuming the Government's proposed changes to superannuation become law, they are likely to have a significant impact on certain super fund members. DBA Lawyers' Daniel B...

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Superannuation

If the Government’s super tax changes ever make it into law, they are likely to create planning opportunities....

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 18 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 9 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago