capital gains

Financial planning

Call for reform on family asset transfers

Accounting firm HLB Mann Judd has recommended the Federal Government examine the current taxes levied on the transfer of assets between generations as part of its impendi...

Policy & Regulation

Vanguard alerts investors to tax implications of high turnover

Vanguard Investments Australia has warned investors to be wary about the tax implications of high portfolio turnover in regard to the net returns they are expecting to re...

Superannuation

Tax changes put property in SMSF portfolios

Tax changes next year to superannuation will favour commercial property investments in self-managed superannuation funds....

Policy & Regulation

MLC begins to report after-tax returns

MLC has decided to provide after-tax return results for a selection of its products to help financial advisers give their clients an idea of the amount of money they are ...

Editorial

Index funds: taking a smoother ride

More and more planners chasing consistent returns are happy to blend indexed and non-indexed product. Why? Because it all comes back to the view that out performance invo...

Financial planning

IMAs now more adviser friendly

Recommendation of individually managed accounts by advisers should swell now that the planning industry has thrown off commission trails, the head of an asset management ...

Superannuation

Shaws targets SMSFs

Shaw Stockbroking has made its first entry into the broad investor market with the launch of a managed discretionary account (MDA) aimed at servicing the needs of the gro...

Financial planning

Need for change to platform fee structures

The underlying structure of some platform products could impede the broad objective of the FPA’s conflict of interest principles which require advisers to stipulate what ...

Financial planning

A super budget for wealth providers

The Government’s decision to simplify the superannuation regime has been applauded by financial services providers, with the abolition of Reasonable Benefit Limits and th...

Rate the raters

Report card for the researchers

Fund managers have again been given the opportunity to give their frank but anonymous assessment on the research houses which so frequently determine how the financial se...

Superannuation

A new super playing field

With the marketplace gearing up for over 55’s to implement the Transition to Retirement (TTR) Strategy, financial planners and accountants need to ensure they optimise th...

Financial planning

Cash back as Glebe shut down

Investors in Glebe Asset Management will have their funds paid out to them after the ethical investment manager, which put itself up for sale last October, failed to find...

Superannuation

A super year-end tax plan

Superannuation is quite often overlooked in year-end tax planning in favour of more income tax related solutions. However, the reality is that superannuation, while compl...

Editorial

Agribusiness: a growth asset

In the past five years, funds under management in the agribusiness sector have grown by as much as 80 per cent. Last year, inflows into the sector topped $1 billion and s...

Financial planning

BT: Don’t forget to diversify

So you have a million dollars to invest. Let’s start by making some general assumptions; you own the property you live in, have no outstanding debts, you’re under 50-year...