INCOME TAX

Financial planning

Greased curls, tight black jeans and night fever dance moves mix with cliched, Aussie 'wog' lines in Australia's latest foray into the world of film The Wog Boy. Box offi...

Financial planning

The investment industry has given the thumbs up to the New Zealand Government's anti tax avoidance measure on contributions to employer superannuation funds....

Financial planning

The savings and investment industry has reacted positively to the New Zealand Gov-ernment’s anti tax avoidance measure on contributions to employer superannuation funds....

Policy & Regulation

With any strategy or transaction undertaken by a financial adviser on behalf of a client, consideration must be given to the anti-avoidance rules of the Income Tax Assess...

Financial planning

The Financial Planners and Insurance Advisers Association (FPIA) has launched a Web site in an attempt to lift the profile of the organisation....

Financial planning

New Zealand’s Labour government has back-tracked on its pre-election promise to introduce an income tax funded superannuation fund in the face of parliamentary op-positio...

Financial planning

New Zealand’s lacklustre superannuation industry has received a much needed shot in the arm from the Labour Government’s new tax regime....

Financial planning

The refund of surplus franking credits is emerging as one of the big issues arising from the Ralph reforms, according to a recent AM Corporation survey....

Policy & Regulation

Financial planners are in the midst of a tax revolution. The revolution means that a tax-effective structure or strategy used by a financial planner or accountant six mon...

Financial planning

The investment industry appears unfazed by the election of a centre/left Government in New Zealand and has adopted a ‘business more or less as usual’ approach to the resu...

Financial planning

New Zealand First’s proposed compulsory superannuation scheme would act “like a big unit trust but with no fees” according to NZ First analyst Roly Metge....

Policy & Regulation

From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...

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

From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...

Financial planning

The focus by senior executives on investment options has tended to centre on greater control over their superannuation affairs, long term retirement wealth creation and e...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago