income tax

Policy & Regulation

Pension investors will benefit from carbon tax relief

Pension investors aged between 55 and 59 could save hundreds of dollars as part of the Government's proposed carbon tax relief package, according to National Australia Ba...

Superannuation

Superannuation and tax

There are many rules and requirements around claiming a tax deduction for a personal superannuation contribution. The process certainly requires some careful planning. An...

Financial planning

Financial planning reform - the state of play

The 2011 financial year brought many changes to the financial services industry, and many are yet to come. John Perri has provided a snapshot of the activity coming out o...

Superannuation

Classification and allocation of superannuation contributions

Peter Burgess takes a look at steps which need to be taken to ensure superannuation contributions are correctly allocated and classified for tax purposes....

Policy & Regulation

Foreign investment tax to be aligned with OS markets

Australia's taxation of foreign managed funds will soon be aligned with countries including the US, the UK, Hong Kong and Singapore, as the Federal Government rolls out i...

Superannuation

BGL offering well received

Actuarial certification offering being well received in SMSF sector....

Superannuation

Top five SMSF strategies for 2011-12

The 2011-12 financial year will see significant reforms impacting the entire financial services industry, while the Government has recognised strategy as the most importa...

Superannuation

TPD cover in superannuation

Graeme Colley explains how the streamlining of deductions for the cost of permanent disability insurance through superannuation provides greater clarity around taxation i...

Superannuation

Avoiding SMSF tax traps

Craig Day reveals some timely advice on how to avoid the end of financial year SMSF traps....

Superannuation

Adapting to superannuation changes

The May 2011 Federal Budget contained a number of proposed superannuation changes. However, they are unlikely to cause any significant change in the way clients will go a...

Superannuation

Low-income super break proposal

A Government proposal to allow a tax rebate on super contributions for low-income workers has received a warm welcome....

Tools & guides

TPD insurance in superannuation from 1 July

Martin Breckon outlines the forthcoming changes to TPD insurance in superannuation, including recent amendments to simplify the way funds can determine the deductible pre...

Financial planning

Shorten introduces MIT legislation

The Assistant Treasurer and Minister for Financial Services, Bill Shorten, has introduced legislation that will ensure capital gains and franked distributions can continu...

Financial planning

Midwinter gauges adviser sentiment post Budget

Over half of advisers surveyed have neutral feelings towards the Federal Budget announcements, with only 24 per cent positive and 18 per cent negative, according to Midwi...