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Financial planning
Financial advisers who focus on communication with clients benefit at the bottom line...
Superannuation
ASFA reflects views of industry by maintaining its opposition to an industry levy to pay for AUSTRAC....
Superannuation
The Opposition dismisses as “hysterical” the reaction to its decision to extend the phase-in over the SG rise....
Superannuation
Assuming the Government's proposed changes to superannuation become law, they are likely to have a significant impact on certain super fund members. DBA Lawyers' Daniel B...
Financial planning
Equity Trustees’ Anna Hacker warns of the consequences of appointing an executor without considering the consequences....
Superannuation
ASFA CEO Pauline Vamos has called for calm and considered debate about the future of the superannuation system....
Super funds will have to disclose all types of advice-related fees charged to members after the new APRA reporting standards take effect on 1 July. ...
Financial planning
Latest figures from Radar Results indicate risk clients under 50 are a planner’s most valuable asset....
Superannuation
ASFA has called on the industry to debate the true facts of key issues surrounding Australia’s superannuation industry....
Superannuation
With a growing number of SMSFs drawing income streams, failure to meet the minimum pension obligations within a financial year could deny a fund all or some of its tax ex...
Superannuation
The benefit of franking credits in an SMSF cannot be underestimated, especially when the fund is in pension phase, writes Graeme Colley. ...
Superannuation
Daniel Butler and Nathan Papson note that changing an existing non-reversionary defined benefit pension to be reversionary may give rise to certain issues....
Superannuation
Nicholas Ali describes the rules around SMSFs claiming the exempt current pension income where the trustees have not met the minimum pension payment standards. ...
Editorial
Staying out of growth assets is the biggest mistake financial advice clients make at the moment, according to David Bryant from Australian Unity Investments, who argues r...
Superannuation
Superannuation funds will be exempt from tax on pension stream assets for deceased estates under draft regulations released by the Federal Government to amend income tax ...
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....