TAXATION

Superannuation

David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...

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Superannuation

The Federal Treasurer, Wayne Swan, is set to release the details of the superannuation changes foreshadowed for inclusion in the Federal Budget....

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Superannuation

SMSF trustees need to be conscious of lumpy assets such as property within their fund portfolios in the event of death....

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Financial planning

The Australian Taxation Office (ATO) has urged taxpayers to seek independent financial advice before entering so-called tax avoidance schemes as they prepare to lodge the...

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Superannuation

The Government's intended Budget changes to superannuation are just a reincarnation of the super surcharge, according to the Small Independent Superannuation Funds Associ...

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Financial planning

The Financial Planning Association has welcomed the announcement by Assistant Treasurer David Bradbury exempting financial planners from the taxation services regime unti...

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Superannuation

With the Government virtually certain to change superannuation tax arrangements in the Budget, the industry and the Opposition are continuing their warnings....

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Superannuation

Superannuation is usually the biggest talking point for most advisers during tax season. Concessional contribution caps will certainly be top of mind this year given the ...

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Financial planning

Although clients’ tax issues are the main focus for financial advisers at this time of year, as business owners and employers they also need to ensure enough time is set ...

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Superannuation

David Shirlow explains how to use insurance to address SMSF property investment liquidity....

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Financial planning

The financial services industry in tax havens could suffer immensely if the proposed crackdown is carried out, according to a study from RMIT University....

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Editorial

SFG Australia has announced a 5 per cent increase in net profit after tax, boosted by cost savings from the integration of Snowball Group and Shadforth Financial Group....

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Editorial

Business risk insurance should be a key component of every risk strategy, but only a fraction of companies are properly insured, writes Jason Bamford....

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Superannuation

While Challenger has sought to put annuities on the agenda for the first Superannuation Roundtable meeting, the FPA is pushing its own line on concessional contributions ...

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Superannuation

Given the Government's push to improve insurance levels in the SMSF sector, Cameron Peck outlines the technicalities and implications of taking out death and permanent di...

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