Federal Budgets have many parts but the one that gathers the most attention is called tax. Jason Spits looks at the tax changes which will affect clients of planners....

Promoting the savings message will become more muted this year after the Government cut funding to the Office of the Retirement Commissioner in its Budget....

The Australian Tax Office (ATO) has announced that they have made a decision to allow eligible persons to make an application for a transitional reasonable benefits limit...

Financial planner regulation is firmly on the agenda in New Zealand after the president of the Financial Planners and Insurance Advisers Association (FPIA), Paul O'Brien,...

Fund managers are divided over whether they should help the Government fund the Office of the Retirement Commissioner....

Despite its best efforts, the baby boom generation is growing old. The implications are dramatic. The largest group of people in history is moving into the traditional re...

While it may appear complex and out of reach for some investors margin lending for holds some positive tax benefits. David Shirlow examines how planners and investors can...

Industry bodies affected by the Financial Services Reform Bill (FSRB) are angry with being given just six working days to review the draft bill and the submissions deadli...

Pressure is being put on the Government to fully fund the Office of the Retirement Commissioner's office...

It wasn’t that long ago that news of the Ralph report dominated the financial press. Contentious issues for our industry included the initial consideration of treating co...

The Financial Planning Association (FPA) is pushing once again for a major review of Australia’s retirement income regime to be included in this year’s budget....

Questions have been raised over whether the Government's proposed super fund is an expense or a capital item....

The New Zealand Government will forgo about $500 million a year in revenue if it chooses to provide tax incentives for private savings....

The financial services industry will need to become more innovative in developing products for retiring baby boomers according to AMP Financial Services managing director...