TAXATION

Financial planning

More than two thirds of Australia’s superannuation fund members have a taste for environmental investments which if fuelling demand for agricultural investments such as t...

Financial planning

Less than one in ten agribusiness investment schemes on the market passed analysis by van Eyk Capital this year. ...

Financial planning

Share indexing has received considerable marketing push as a complement for managed strategies. <B>Martin Gold</B> consider the purposes of indices and prudent investing...

Superannuation

Educated investors are no longer willing to put up with financial plans which don't meet their needs but advisers have ways to protect themselves as <B>John Wilkinson</B>...

Superannuation

While the Rolling Stones sang 'You can't always get what you want', that hasn't stopped planners seeking the ideal product. <B>JULIA NEWBOULD</B> examines what advisers a...

Superannuation

The recent changes in taxation have altered the retirement income streams landscape. JOHN PERRI and ANDREW LOWE examine where the opportunities now lie. ...

Financial planning

It’s like a ticking time bomb sitting beneath the financial planning industry. Tax legislation aimed at snaring IT and construction contractors has unintentionally caught...

Editorial

A member of a self managed super fund (SMSF) currently has an accumulation balance of $400,000. They are 62 years of age, working part-time, and all of their benefits in ...

Financial planning

The amount of conferences and seminars run each year can create a huge demand on advisers. Jason Spits asks if the benefits are worth the effort....

Financial planning

Changes associated with the new tax system are far from complete, according to Mercantile Mutual national technical services manager Tony Negline....

Financial planning

Yes they should. Well if you look at any other profession not all GPs are surgeons and essentially an account may not have the exposure to investments, just because you c...

Financial planning

The Strategist Group recently sat down and documented more than 100 different strategies that financial planners may implement when dealing with clients that have put in ...

Policy & Regulation

The Investment Savings and Insurance Association (ISI) has claimed a victory following Government amendments to the superannuation funds withdrawal tax, included in the T...

Financial planning

When Australian financial planner Cameron Knox was 24, an English financial planning company specialising in the expatriate market sent him to help look after the financi...

Financial planning

An admission by two major UK public pension schemes that they wrongly advised thousands of immigrating clients has reignited the controversy over advice for immigrants to...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 6 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 6 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 5 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 5 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

2 weeks 6 days ago