POWERED BY MOMENTUM MEDIA
CAPITAL GAINS
Financial planning
Morningstar’s head of consulting Anthony Serhan will join Vanguard’s head of retail investment Robin Bowerman in a session covering the importance of after-tax returns....
Superannuation
For so long, all of us have believed that superannuation is for the purpose of providing for our retirement. We told our clients to work hard, put their money into super ...
Policy & Regulation
New research from Morningstar shows that 70 per cent of Australia’s top 10 performing wholesale funds delivered double digit income returns in the 12 months to June 2005,...
Policy & Regulation
A Liberal party backbencher has stepped up the pressure on the Federal Government over super reform, making a speech to parliament calling for tax cuts to encourage peopl...
Financial planning
Sealcorp has restructured its separately managed account (SMA) funds, moving from investing in various underlying managed funds to a multi-manager structure using mandate...
Financial planning
Broking firm Citigroup Wealth Advisers is the latest firm to sign up for Praemium Portfolio Services portfolio reporting technology....
Financial planning
Few property investors make the most of tax depreciation schedules, writes Larissa Tuohy....
Editorial
In late 2003, I wrote an article which pointed out some of the flaws in the new listed investment companies (LICs) floating at the time, and predicted that investors’ hig...
Editorial
Abstract Long...
Policy & Regulation
Australians are likely to make errors in their tax returns and miss out on deductions, with omission of interest and failure to claim for depreciation on investment prope...
Financial planning
The Association of Superannuation Funds of Australia (ASFA) has called for smooth passage of the Bill to abolish the unpopular superannuation surcharge, which was introdu...
Life/Risk
Under the new Financial Services Reform regime, AFS licensees will be required to address risk in the same way they address other areas. SUE LAING reports....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...