POWERED BY MOMENTUM MEDIA
CAPITAL GAINS
Financial planning
Financial advisers are facing a potential capital gains tax (CGT) hit in transitioning to the new Financial Services Reform (FSR) regime that has the potential to cost th...
Financial planning
Question: We are a principal planning business that is part of a medium-sized Australia-wide dealer group scheduled for transition on January 1, 2004. We are looking to r...
Editorial
What can you do to help protect your client’s assets following a marital breakdown? John Mazzotta says the answer may lie in binding financial agreements (BFAs)....
Superannuation
Super splitting laws were supposed to make life easier for divorcing clients – but as Nabil Wahhab reports, when they are reviewed in conjunction with binding death nomin...
Editorial
Some advisers have successfully recommended direct equities. But Rob Keavney argues that for most, the difficulties involved will swamp the perceived benefits....
Financial planning
The Canadian managed fund market has been blazing a trail in its take-up of fund-of-funds vehicles, with a three year asset capital annualised growth rate of 15 per cent....
Superannuation
Financial planners should consider the benefits of directly investing client monies instead of managed funds within Self Managed Superannuation Funds (SMSFs) argues finan...
Financial planning
Credit Suisse Asset Management (CSAM) has launched a first in the Australian investment market place - an international shares fund allowing investors to choose a preferr...
Financial planning
When it comes to planning the distribution of their estate, most parents are keen to treat their children equally. But how do you do that? Michael Schneider shares his id...
Editorial
Investors rattled by the underperformance of some traditional asset classes over the past few years may be warming to the inclusion of alternatives in their portfolios. C...
Funds management
Investment adviser Strategic Capital Management (SCM) is urging a cautious approach by investors considering exiting listed property trusts (LPTs), arguing that their rec...
Financial planning
Many financial planning clients have seen nothing but capital losses on their investments this year. Lisa Bowman investigates how those losses can be offset against capit...
Financial planning
InvestorWeb Research has named Advance Funds Management its top rated six star manager for Australian equities....
Financial planning
BT Funds Management will offer its nine Partner Funds to the retail market and allow investors to access investment managers previously only available through its wrap pl...
Financial planning
Warrants may be suitable for a variety of investors – from high income earners to non-residents and long-term investors. Nathalie Bouquet considers the benefits....
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 ...