POWERED BY MOMENTUM MEDIA
TAXATION
Superannuation
Holley Nethercote's David Court outlines the current law regarding the taxation of excess superannuation contributions. ...
Financial planning
The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....
Superannuation
New ASFA research claims the current legislative and regulatory settings are impeding innovation in the post-retirement space....
Policy & Regulation
Financial systems that enable tax evasion could be in violation of international human rights, a taskforce believes. ...
Editorial
Although many people’s approach philanthropy is to leave a bequest in their will to a favourite charity, Tabitha Lovett argues that giving while living is a much more rew...
Life/Risk
Col Fullagar delves into the pros and cons of winding up an income protection policy and taking a commuted benefit, and what the process of commutation involves. ...
Superannuation
The early news around the state of the Budget deficit suggests the Government will not be moving to lift concessional contribution caps....
Superannuation
The superannuation playing field is not tilted in favour of SMSFs but they do benefit from being more nimble, according to SPAA....
Superannuation
DBA Lawyers’ David Oon and Bryce Figot take a cautious look at deducting superannuation contributions for directors of trustees of ‘passive’ investment trusts. ...
Financial planning
IMB Building Society believes recent spike confirms relevance of First Home Saver accounts....
Superannuation
The introduction of a focus on after-tax performance could lead to additional returns for super fund members, according to a Russell survey. ...
Superannuation
MLC's Peter Hogan outlines the key differences between SMSFs and other superannuation funds from an estate planning perspective. ...
Superannuation
ASFA calls for sole purpose test to be strictly applied to SMSFs in light of property spruikers. ...
Policy & Regulation
Concern expressed that Budget deficit may see retention of Labor’s move to tax pension earnings in excess of $100,000....
Policy & Regulation
ATO’s approach to the segregation of pension assets aimed at SMSFs, despite implications for large APRA-regulated funds....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...