POWERED BY MOMENTUM MEDIA
CAPITAL GAINS
Policy & Regulation
Advisers servicing former or current non-residents should be mindful of the proposed changes to capital gains tax, according to Hall & Wilcox Lawyers....
Superannuation
Crystal Wealth questions whether as few as 16,000 will be impacted by Government’s superannuation changes....
Financial planning
Equity Trustees’ Anna Hacker warns of the consequences of appointing an executor without considering the consequences....
Editorial
Several years ago, Andrew Jones from Eureka Financial Group moved some clients off-platform. He now shares his experience and the reasons why his practice decided to retu...
Superannuation
MLC's Mansi Desai explains how small business owners could transfer a business real property into their SMSF and benefit from various CGT concessions. ...
Editorial
Mike Taylor writes that if the Federal Government imposes changes to the superannuation tax regime in the May Budget, it may take an entire Parliamentary term before a Co...
Superannuation
The Federal Government will soon tighten regulations for related party transactions. Aaron Dunn lists some of the implications of this change....
Superannuation
The benefit of franking credits in an SMSF cannot be underestimated, especially when the fund is in pension phase, writes Graeme Colley. ...
Editorial
Many investors haven’t made changes to their investment portfolios since the global financial crisis (GFC). Is now the time to get out of low-risk assets? Craig Keary wri...
Superannuation
ASFA’s pre-Budget submission questions underlying Treasury assumptions being used to justify altering super taxes....
Superannuation
Nicholas Ali describes the rules around SMSFs claiming the exempt current pension income where the trustees have not met the minimum pension payment standards. ...
Editorial
Staying out of growth assets is the biggest mistake financial advice clients make at the moment, according to David Bryant from Australian Unity Investments, who argues r...
Superannuation
Will 2013 be the defining year for self-managed super funds? Bryan Ashenden's policy overview discusses the implications for advisers....
Superannuation
Super Concepts' Nicholas Ali provides tips on how to buy property in an SMSF without breaking the law....
Financial planning
Excess cash holdings held by planners have grown substantially as investors continue to shy away from volatile markets, according to Investment Trends....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....