PETER BEMBRICK

Features

Trusts are in the spotlight as we approach the end of the financial year, with rules having recently been tightened for discretionary family trusts, writes Alexandra Cain...

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Tools & guides

Small business capital gains tax concessions, writes Peter Bembrick and Katherine Lloyd, can significantly reduce, or even eliminate, the tax paid on the sale of a small ...

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Financial planning

With expats retuning to Australia due to COVID-19, they will need to account for income tax, any share holdings, employee share schemes, cash in offshore bank accounts an...

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Features

With many people focused on how far their investments have plummeted, it is an opportunity for advisers to contact with their clients on tax to make sure they are making ...

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Features

Anastasia Santoreneos speaks to financial planners and accountants to determine what the most effective and efficient strategies are to maximise tax benefits this end of ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 3 weeks ago

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

4 months 3 weeks ago

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

1 week 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 2 days ago

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

3 weeks ago