taxation

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

Blended families, estate planning and SMSFs

Blended families often have unique circumstances, which could make the process involving their superannuation death benefit payment even more complex. Ian Glenister provi...

Financial planning

Newly-built houses will be hit with GST - Shorten

The Government has released exposure draft legislation on the application of a goods and services tax (GST) on newly constructed residential premises....

Financial planning

Green is good for an increasing number of financial planners

Responsible investment has attracted increasing interest from financial planners and this interest is set to increase with the commitment of the Government to the introdu...

Editorial

Life after tax returns

With a wave of reform about to hit the industry, financial advisers will soon have to change some of the considerations they take into account when recommending certain i...

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...

People & Products

Matthews Steer makes two senior appointments

Matthews Steer Chartered Accountants has announced a boost to its accounting and financial planning teams with two senior appointments....

Superannuation

Removing accountant exemption good for SMSFs

If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...

Editorial

Superannuation for dummies

Lack of investor engagement with superannuation is a widespread issue. Bill Buttler provides guidance on fee comparison for retail investors, and argues standardised meas...

Superannuation

SPAA applauds draft ruling on SMSF borrowings

A new self-managed superannuation fund (SMSF) draft ruling from the Australian Taxation Office (ATO) has relaxed the definition of what constitutes a 'single acquirable a...

Editorial

Australian equities funds and fair performance fees

What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...

Editorial

Australian equities funds and fair performance fees

This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...

Superannuation

Structuring insurance inside SMSFs

Recommending insurance in a self-managed super fund can be a complicated process. Troy Smith explores the factors involved in placing insurance in a SMSF and answers some...