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Financial planning
Retired secretary of Perth-based RAC Superannuation Fund Kerry Davey always knew Bob Harris was coming to brief employees when he saw a diminutive figure toting a brand n...
Funds management
Friendly societies and funeral directors have joined forces to try and overturn the Treasury ruling taxing funeral and education bonds....
Superannuation
Superannuation assets grew 14 per cent in the 1998/99 financial year, with industry and retail fund assets the fastest growing market segments, according to the latest AP...
Financial planning
Self managed super funds are facing some of the biggest legislated changes in their short history. Grant Abbott takes a look at the progress of SLAB 3 and SLAB 4 legislat...
Financial planning
New year's day 2001 has been slated as the date CLERP 6 comes into action, six months later than originally planned....
Life/Risk
Insurance bonds can still be a valuable investment tool and should not be ig-nored by financial planners, according to Mike Newton, director of Sovereign Funds Management...
Policy & Regulation
The Investment Savings and Insurance Association (ISI) has presented its tax reform proposals to the leaders of the major political parties as a platfom for discussion....
Financial planning
Whatever your opinion on the merits of the GST, the time has come to change all your systems to implement the new regime. ...
Financial planning
Time is running out in the Federal government’s push to get choice of fund through Parliament in this sitting, though it remains confident of a deal with the Australian D...
Financial planning
In mid August, the Treasurer released a consultative paper on the application of the GST to financial services. Funds managers, life and general insurers, trustees of sup...
Life/Risk
Financial services groups are reeling under the strain of a massive upheaval of their businesses once the implications of the GST and the upcoming Ralph Report hit home. ...
Financial planning
In April the Federal Government released a draft to industry of its bill changing the investment standards for superannuation funds (see <I>Money Management</I> May 13). ...
Financial planning
The series of changes circulating through the finance industry has be-come daunting. The implications of GST and the upcoming Ralph Re-port loom large for all concerned b...
Financial planning
The implementation of a wider GST on financial services poses a serious threat to financial planners, according to industry figures....
Financial planning
The Federal Government has recently introduced a bill into parliament which could have wide ranging effects on self managed superannuation funds. Nick In-gram takes a loo...
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MARKET INSIGHTS
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...