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CAPITAL GAINS
Financial planning
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 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 next year to superannuation will favour commercial property investments in self-managed superannuation funds....
Policy & Regulation
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
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
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
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
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
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
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
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
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
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
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
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...
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...