TAXATION

Superannuation

Nick Ali from Super Concepts outlines the strategy for creating a greater tax-free component of the TPD benefit by rolling it to a SMSF then commencing an income stream....

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Editorial

Income protection insurance doesn’t just protect income, it protects clients’ lifestyles. However, there is a greater need to regard superannuation protection as a must, ...

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Financial planning

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...

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Superannuation

SMSF trustees have been finding property investment increasingly appealing in recent months. Dan Butler and Nathan Papson list a number of practical considerations which ...

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Financial planning

ASIC has been successful in having the Federal Court overturn an appeal from Opus Capital at the Administrative Appeals Tribunal against the cancellation of its AFSL....

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Editorial

Richard Edwards outlines some of the technical issues financial planners need to consider when talking to their clients about possible responses to market declines....

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Financial planning

Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...

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Editorial

While a reflex action to terminal illness might be to claim superannuation immediately, Sarina Raffo examines a better strategy for dealing with a worst-case scenario. ...

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Superannuation

SMSF service providers may be increasing their range of offerings, but the trustee demographic remains largely unchanged....

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Policy & Regulation

The Government has announced its October Tax Forum will be facilitated by economic commentator and founder of ipac securities Paul Clitheroe, along with Fairfax journalis...

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Policy & Regulation

The Government's proposed FOFA reforms have delivered a body blow to financial planner confidence with the majority expecting their businesses to be worse off as a result...

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Financial planning

Perpetual reports a 31 per cent profit decline and announces a $70 million share buy-back....

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Superannuation

The Australian Taxation Office has indicated the two certainties in life - death and taxes - will become closely intertwined when it comes to super pensions. David Shirlo...

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Financial planning

The availability of superannuation-based versions of separately managed accounts (SMAs) will drive continued adviser interest in the SMA market, according to BlackRock....

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Editorial

Plan B Group Holdings Limited (Plan B) has announced a 36.1 per cent increase in net profit after tax to $4.59 million for the financial year 2011 (FY2011)....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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