POWERED BY MOMENTUM MEDIA
CAPITAL GAINS
Funds management
Property syndicator WRF Securities has claimed the 17.5 per cent return on its just-completed Armidale No.1 Property Syndicate proves that unlisted property is tax-effect...
Financial planning
Thanks to another administrative mishap, Tower Limited has been ordered by the corporate regulator to give $1 million back to customers whom it accidentally overcharged a...
Financial planning
The major obstacle to Australia becoming a regional centre for funds management has been removed by the Senate’s passage of the New International Tax Arrangements (Manage...
Financial planning
MLC is claiming to have achieved better after-tax returns and lower transaction costs just months after introducing it unique ‘emulation’ method for running a multi-manag...
Financial planning
Advisers are not sufficiently educated about listed investment companies and are letting many obvious bargains go begging, according to the author of Australia’s only res...
Financial planning
Using superannuation to defray health care costs is just one suggestion dismissed by the Government, in an almost total rejection of the Senate Select Committee on Supera...
Financial planning
Technology provider Boss Software has incorporated six new next-generation strategic modelling tools into its Dimensions financial planning system as the first stage of a...
Financial planning
With higher levels of divorce and less emphasis on leaving behind a large inheritance, the baby boomers are finding testamentary trusts a useful estate planning tool....
Editorial
Retail investors are diving into option trading, writes Dominic McCormick. But will they be out of their depth when markets take a plunge?...
Financial planning
Aviva-owned platform provider Navigator has added direct shares to its investment platform in an attempt to tap into the increasing popularity of direct investing amongst...
Editorial
While the short-term outlook for sharemarkets is looking rosy, investors shouldn’t be complacent about looking for alternatives, writes Dominic McCormick....
Policy & Regulation
The push for fund managers to report after-tax performance figures has been backed by the Morningstar research group, which has revealed plans to begin tracking post-tax ...
Editorial
Investor fear and greed have always been major market motivators....
Financial planning
Financial planners can gain significant tax benefits for small business clients, John Ciacciarelli writes....
Financial planning
How do you charge fees to your clients – upfront or ongoing? The value of your practice could double depending on how you charge for your advice, writes John Ellison....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...