capital gains

Financial planning

The real choice for reasonable benefit limits

Lump sum or pension reasonable benefit limit? Scarcity or abundance? What do you recommend to your clients in relation to superannuation? Grant Abbott puts it to the test...

Superannuation

Retirement – Effective retirement income after tax reform

The recent changes in taxation have altered the retirement income streams landscape. JOHN PERRI and ANDREW LOWE examine where the opportunities now lie. ...

Editorial

Separate assets in pension to avoid tax

A member of a self managed super fund (SMSF) currently has an accumulation balance of $400,000. They are 62 years of age, working part-time, and all of their benefits in ...

Financial planning

IDT rolls out planning software adapted to GST

Investment Data Technologies (IDT) has upgraded its financial planning software suite to ease the burden of recent tax changes for advisers....

Financial planning

The Client – Surviving your clients’ marriage break-up

Can planners survive the breakdown of a couple’s marriage and keep both spouses as clients? Jason Spits investigates....

Financial planning

Strategy 17/08 – The plan to win over the rich

The Strategist Group recently sat down and documented more than 100 different strategies that financial planners may implement when dealing with clients that have put in ...

Financial planning

Practice Management – Back office freedom comes with a price

Being an adviser is a tough job these days. Not only are advisers responsible for helping their clients to increase their wealth, they also need to focus on the value in ...

Policy & Regulation

IDT upgrades for new tax system

Investment Data Technologies (IDT) has upgraded its financial planning software suite to ease the burden of recent tax changes for advisers....

Financial planning

International News 20/07 – Migrant super advice under fire

An admission by two major UK public pension schemes that they wrongly advised thousands of immigrating clients has reignited the controversy over advice for immigrants to...

Financial planning

Where are the regulators?

Are regulators and financial services associations on top of the issues surrounding gearing?...

Financial planning

Where are the regulators?

Are regulators and financial services associations on top of the issues surrounding gearing? That is the question consultant Paul Resnik is asking after analysing the res...

Policy & Regulation

Ralph condemns tax legislation as a mess

Legislation covering the Ralph reforms will simply add to the mess created by the existing tax act, says its author John Ralph....

Financial planning

Wrong advice for Australian immigrants

An admission by two major UK public pension schemes that they wrongly advised thousands of immigrating clients has reignited the controversy over advice for immigrants to...

Financial planning

Challenger joins rush to biotechnology

Challenger International is looking to join Colonial First State in the hot managed investments market of biotechnology with the intention to raise up to $40 million thro...

Financial planning

Beware: Superman is eyeing your clients

Your average person is usually at great pains to avoid admitting their mistakes, especially when it comes to the future of financial planning. But then again, Tom Collins...