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

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 10 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago