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Financial planning
The capital gains tax implications and taxation of group life and total and permanent disability (TPD) insurance policies held outside superannuation still require clarif...
Financial planning
Borrowing money to invest in superannuation can be a rewarding strategy for many investors wanting to take advantage of the changes to superannuation laws but without rea...
Financial planning
One solution will not fit all clients under the new superannuation rules, warns ING technical services manager Andrew Lowe....
Financial planning
ING has created a desktop calculator that allows advisers to determine whether to invest the proceeds of a client’s assets into superannuation, thus taking advantage of t...
Financial planning
Self-managed superannuation fund balances are booming, according to SMSF provider Multiport, which has found in-specie transfers from assets such as listed shares, commer...
Financial planning
Financial planners and property investors will need to pay closer attention to the Federal Government’s Capital Gains Tax regime, with an Australian National Audit Office...
Financial planning
ING has become the latest financial services firm to assist the cultural change in the industry towards an increased emphasis on fee-for-service advisory models, launchin...
Financial planning
IOOF has launched a new platform product aimed at retail clients offering two different investment models to cater for the diversity in consumers’ financial sophisticatio...
Financial planning
Ord Minnett has announced a new online portfolio reporting service supported by Praemium Portfolio Services will now be available for its clients....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...