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Policy & Regulation
From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...
Financial planning
The focus by senior executives on investment options has tended to centre on greater control over their superannuation affairs, long term retirement wealth creation and e...
Financial planning
Salomon Smith Barney is poised to enhance its service to its finan-cial planning customers when it launches into cyberspace later this year, using a product called the Te...
Financial planning
The Managed Investments Act 1998, (MIA) made changes to the regula-tion of managed investment funds with the aim of ensuring greater ac-countability of fund managers to i...
Policy & Regulation
On March 26, the Prime Minister announced a package of new tax incen-tives for gifting. These incentives will appeal to philanthropically inclined financial planning cli...
Financial planning
The Financial Planning Association (FPA) has called on the Federal Government to provide advisers with capital gains tax exemptions while the industry adjusts to the new ...
Financial planning
While financial planners are flat out this time of the year helping their clients, they shouldn't ignore their own end of year financial and business affairs. At least th...
Financial planning
Self managed super funds are continuing to go through boom times. With the lead up to June 30, an unprecedented number of self-managed super funds are being es-tablished....
Financial planning
It's that hectic time of the year again when all and sundry are looking for that quick gap before the beans are counted....
Financial planning
Capital-hungry small enterprises and superannuation funds keen to invest in ven-ture capital businesses have both been given a boost through concessions offered for Poole...
Financial planning
Instalment warrants have been around for little more than two years, but they are fast becoming a force to be reckoned with....
Financial planning
There is still a lingering perception among Australian investors that negative gearing has magical curing powers for their taxation ills. A combination of a culture of in...
Financial planning
As we approach the first anniversary of the Managed Investment Act (MIA), it is timely to consider its impact. Our prediction that the new regime would be less easy for f...
Financial planning
A new Melbourne-based company is hoping to interest investors in the UK's fast-est-growing investment sector - Traded Endowment Polices (TEPs). The market for TEPs in the...
Financial planning
Margin lending is a product that has traditionally polarised finan-cial planners. While it has enjoyed strong support from a number of planners, some have preferred to st...
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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...