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CAPITAL GAINS
Superannuation
SMSF trustees need to make sure there is enough liquidity in their funds to balance out 'lumpy' assets such as property to avoid a potential fire sale of assets if they p...
Superannuation
David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...
Superannuation
SMSF trustees need to be conscious of lumpy assets such as property within their fund portfolios in the event of death....
Financial planning
The property syndicate market for retail investors has evolved significantly in the wake of the global financial crisis, according to Charter Hall Direct Property....
Financial planning
Although clients’ tax issues are the main focus for financial advisers at this time of year, as business owners and employers they also need to ensure enough time is set ...
Superannuation
SMSF trustees need to take a closer look at their treatment of gains and losses with respect to trading stock affecting capital gains tax (CGT), following the recent pass...
Superannuation
Enquiries about direct property are on the rise, but the subdued residential property market appears to be preventing self-managed superannuation fund clients from pullin...
Superannuation
Along with appropriate property insurance, personal insurance is important when a SMSF has entered into a limited recourse borrowing arrangement to purchase property, wri...
Superannuation
Consolidation is continuing to impact the broader superannuation industry, according to data contained in an ASFA submission to the Productivity Commission....
Superannuation
ASFA has warned that the Government's inaction on CGT relief will be an impediment to its implementation of Stronger Super....
Editorial
Can you imagine a margin loan without a margin call? Janine Mace finds the sector has been busy innovating....
Editorial
Learn about SMAs features and the pros and cons of using an Australian equity SMA...
OnePath’s technical team takes a look at the superannuation guarantee increase and finds the more things change the more they stay the same....
Superannuation
Aaron Dunn provides five SMSF suggestions that could be used to attract new business in 2012....
Financial planning
The number of Australians actively trading shares online has increased, despite market returns expectations having collapsed in the second half of 2011, according to Inve...
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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...