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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....
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, ...
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...
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 ...
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....
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....
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...
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. ...
Superannuation
SMSF service providers may be increasing their range of offerings, but the trustee demographic remains largely unchanged....
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...
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...
Financial planning
Perpetual reports a 31 per cent profit decline and announces a $70 million share buy-back....
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...
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....
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
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...