GOVERNMENT

Financial planning

What do you think of the Government’s proposals to include assets held in private trusts and private companies as part of the means test for the age pension?...

Financial planning

Recently proposed changes to the social security means test have many in the in-dustry up in arms. Samantha Walker takes a look at the proposals and the backlash from the...

Funds management

Funds investing in emerging markets and Asia proved to be the big winners in 1999, ac-cording to the latest Morningstar research. The Morningstar survey of New Zealand ba...

Financial planning

The Financial Planning Association (FPA) has criticised proposals to include assets held in private trusts and private companies as part of the means test for the age pen...

Funds management

Australian fund managers are weighted down with product, increasing manage-ment costs and making them vulnerable to overseas competitors entering the mar-ket, says one an...

Financial planning

Superannuation fund members may be starting to find they are being targeted by their own funds’ affiliated financial planners, if the results of the Top 100 survey are an...

Financial planning

Federal Treasurer Peter Costello has fired a broadside at the Federal Opposition for delaying important reforms to financial services industry regulation....

Financial planning

Federal Treasurer Peter Costello has fired a broadside at the Federal Opposition for delaying important reforms to financial services industry regulation....

Financial planning

About 200 years ago, American political philosopher Thomas Paine wrote: “Gov-ernment, even in its best state, is but a necessary evil”....

Financial planning

The superannuation choice of fund proposal has been on the Federal Government’s to do list since the Coalition came to power in 1996. And while the Government considers i...

Policy & Regulation

When it comes to business tax reform most of the headlines have been about capital gains tax (CGT) reform, accelerated depreciation and the lower corporate tax proposal....

Financial planning

There are a number of anomalies that you come across when you examine the op-eration of the Australian superannuation system. ...

Financial planning

The common wisdom about the Government’s changes to the capital gains tax system for individuals is that people should now turnover their portfolios frequently. This is n...

Financial planning

Fund managers have been facing an uphill battle in getting investors to recognise the attractiveness of annuity products that include growth assets....

Financial planning

Recent tax proposals have thrown the spotlight on venture capital investments. But Australia has a lot of catching up to do, say Stephen White and Sam Armstrong....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 2 weeks ago

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

3 days 4 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 1 day ago

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

1 week 6 days ago