CASH FLOW

Superannuation

Term deposits may not be the best option for self-managed superannuation fund (SMSF) trustees nearing the pension phase who want to ensure liquidity, according to HLB Man...

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Editorial

Paul Derham explains the important role a compliance committee plays in reducing regulatory and operational risk for licensees....

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Editorial

With the Government set to change the superannuation contribution caps rules from 1 July, 2012, Troy Smith outlines the strategies available to financial advisers....

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Life/Risk

Tower Australia has revamped its Accelerated Protection life insurance offering and made it available on the IOOF Pursuit platform....

Financial planning

Getting ready for the end of the tax year needs year-round thought, writes Janine Mace. She explains what financial planners should be telling their clients....

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Financial planning

Damian Hearn explains the year-end tax strategies available to the self-employed during the transition-to-retirement stage....

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Financial planning

Janine Mace outlines what financial advisers should be doing to ensure their businesses are adequately prepared for the end of the financial year....

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Tools & guides

Cecile Apolinario explains the impact redundancy and other employer payments can have on various Government benefits and income support payments....

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Funds management

The legacy of the global financial crisis may still be apparent in the long-term returns of Australian property securities funds, but Standard & Poor’s believes the secto...

Financial planning

Gold Coast financial planning practice Wealth Vision has achieved much of what the Future of Financial Advice reforms are designed to achieve: greater access to affordabl...

Editorial

Another round of research aimed at defining the attitudes of financial planners appears to have confirmed the existence of a generational divide on some of the key questi...

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Editorial

Geoff Wilbow explains why the current superannuation contribution caps are counterproductive and inefficient....

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Funds management

Different property types and locations are at varying points in the real estate cycle, but the general direction is positive, according to ING Investment Management (INGI...

Financial planning

New Credit Suisse analysis warns of danger of 'near hard landing'....

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Tools & guides

Troy Smith explains the options available to SMSF trustees when calculating the amount of tax-free income during the pension phase....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 1 day ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 1 day ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

5 days 21 hours ago