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Financial planning
Question: We are a principal planning business that is part of a medium-sized Australia-wide dealer group scheduled for transition on January 1, 2004. We are looking to r...
Superannuation
With all the attention self-managed superannuation funds are attracting from the Australian Taxation Office, are your clients really better off running their own fund? Be...
Funds management
Superannuation fund members have been warned against engaging the services of individuals or companies promoting early access to retirement benefits and threatened with s...
Financial planning
Does agribusiness really have a place in a client’s portfolio? Deirdre Keown reports....
Financial planning
Last week a senate committee released its recommendations on retirement income and as Freya Purnell writes politicians remain divided on the issue despite widespread indu...
Superannuation
Financial planners should consider the benefits of directly investing client monies instead of managed funds within Self Managed Superannuation Funds (SMSFs) argues finan...
Financial planning
Taxpayers Australia has labelled a settlement offer by the Australian Tax Office for involvement in mass-marketed agricultural schemes “rough justice” following a court d...
Financial planning
A do-it-yourself (DIY) family superannuation fund is still one of the most effective estate planning tools around, says Steve Davis....
People & Products
Morningstar has finally appointed a head of research for its Australian business after nine months of searching for an appropriate candidate following the sacking of form...
Life/Risk
As Rhonda Virtue writes, it is essential that members are educated about the impact of choice on insurance....
Policy & Regulation
The Australian Tax Office (ATO) has dismissed claims by agribusiness scheme providers that it is delaying the issue of product rulings for managed investment schemes, whi...
Financial planning
The agribusiness sector has raised capital of $345 million in the financial year 2002/2003, representing a 15 per cent increase on the previous year, according to a compr...
Superannuation
The Australian Tax Office (ATO) is making life easier for accountants and advisers with the introduction of electronic lodgment of self managed superannuation fund (SMSF)...
Superannuation
The Australian Taxation Office (ATO) is threatening legal action against self-managed superannuation funds (SMSFs) which fail to comply....
Financial planning
Has the death knell sounded for tax-friendly agricultural investment schemes? John Wilkinson reports....
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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...