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Financial planning
Deutsche Asset Management enters into an arrangement to sell Desk Caddie to Strategy Steps....
Superannuation
Australians face a shortfall in retirement savings, and may have to accept lower living standards or bump up their savings though contributions....
Policy & Regulation
A new tax Bill will protect investors and simplify tax laws, according to Assistant Federal Treasurer Senator Nick Sherry....
Superannuation
Transfers from major superannuation funds into self-managed superannuation funds (SMSFs) will be subjected to higher levels of scrutiny following moves by the Australian ...
Policy & Regulation
Businesses are at risk of being taxed on 'potential' rather than 'actual' benefits should proposed changes to Division 7A of the Income Tax Assessment Act 1936 be finalis...
Financial planning
The current employer selected default fund model for super should be replaced with a fully member choice driven model rather than a national default fund, says GESB....
Financial planning
In response to the latest Intergenerational Report, the Association of Superannuation Funds of Australia (ASFA) and the Australian Institute of Superannuation Trustees (A...
Editorial
A number of recent changes to superannuation have had a significant impact on the wealth creation capacity of transition to retirement strategies. Martin Breckon weighs u...
Editorial
Troy Smith outlines strategies for avoiding a large excess contributions tax bill in cases of simple or small miscalculation....
Editorial
Lack of appropriate investment options forces too many retirement investors into unsuitable investments. It’s time for a rethink - and the Cooper Review offers the ideal ...
Editorial
In this superannuation guide for non-residents for tax purposes, you'll learn what impacts contributions and access to superannuation for non-residents....
Life/Risk
John Ciacciarelli explains key person insurance and the capital gains tax issues it raises....
Financial planning
The National Institute of Accountants (NIA) is calling on the Government to reflect the Australian Taxation Office’s (ATO's) revised draft position on unpaid present enti...
Financial planning
The Association of Superannuation Funds of Australia (ASFA) has called on the Federal Government to increase the Superannuation Guarantee (SG) to 12 per cent....
Editorial
Sarina Raffo lays out the various financial planning options available to clients as they prepare for their retirement....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...