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TAXATION
Financial planning
The political fanfare and media frenzy which beset the 2005 Budget announcement, heralding tax cuts on many fronts, unfortunately overlooked blatant omissions from a fisc...
Financial planning
Fee comparisons are being overemphasised in the lead-up to choice of fund, according to the Financial Planning Association, which claims most debate on the new rules is m...
Financial planning
Macquarie Adviser Services has made its first foray into the agricultural sector, launching the Macquarie Agri-investment Facility, an information-cum-investment service ...
Financial planning
Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...
Editorial
Julie Lockeridge sold her first term allocated pension in December to an elderly Queensland couple. They weren’t in very good health - the wife had to spend two days a we...
Financial planning
Mercer Human Resources Consulting is urging the Federal Government to raise the pension age from 65 to 67 and to reduce the taxation rate paid by superannuation funds as ...
Financial planning
A new financial literacy training program was launched in Melbourne today with the unveiling of Money for Life – Money 101....
Policy & Regulation
One of the major accounting bodies has stepped up its lobbying on superannuation, claiming self-employed people are significantly disadvantaged when it comes to retiremen...
Financial planning
The Federal Government has topped up the retirement savings of low to middle income earners by $244 million in the 19 months since the introduction of the superannuation ...
Financial planning
The Investment and Financial Services Association has welcomed a suggestion by the Minister for Administration and Finance, Nick Minchin, that he is in favour of abolishi...
Financial planning
Financial planners providing tax advice have come under the spotlight of the Australian Securities and Investments Commission who released new guidance today to ensure pr...
Financial planning
With higher levels of divorce and less emphasis on leaving behind a large inheritance, the baby boomers are finding testamentary trusts a useful estate planning tool....
Financial planning
Women could be the big winners from the superannuation co-contribution scheme for low income workers, with more than 126,000 expected to have their retirement savings top...
Financial planning
The Federal Government is claiming a victory with respect to the implementation of its superannuation co-contribution scheme, quoting Australian Taxation Office figures i...
Financial planning
Financial planning dealer groups have hit out at plans by the Australian Taxation Office (ATO) to target a new public register of soft dollar commission payments....
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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...