taxation

Financial planning

Financial planner profile – Williams makes his Mark in planning

Name: Mark Williams...

Financial planning

Accountants figure out financial planning

Accountants, often the first port of call for clients wanting finan-cial advice, are moving swiftly into financial planning. ...

Financial planning

Is the 'S' word back on the agenda?

Politics is akin to cooking. Things go on the boil and off the boil. Other matters simmer and then go into a boil when the right circum-stances prevail....

Financial planning

FPIA needs to prove credentials

The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...

Financial planning

Do you operate a virtual business?

"The virtual corporation is based on the concept that the most power-ful asset an enterprise can have is intellectual property followed by cash. Everything else can be o...

Editorial

The taxing business of funds management

Advisers recommending high-income clients invest blindly in unit trusts should beware of tax implications....

Policy & Regulation

Tax Office clamps down on trust definitions

From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...

Financial planning

Taking a self managed fund into retirement

The focus by senior executives on investment options has tended to centre on greater control over their superannuation affairs, long term retirement wealth creation and e...

Policy & Regulation

Ombudsman backs Tax Office crackdown

The Australian Taxation Office (ATO) has won support for its crack-down on more than 1,600 investors who took advantage of tax breaks in schemes run by Budplan....

People & Products

Appointments - 24 June 1999

Zurich Financial Services' retail team has been given a boost with seven appointments in recent months....

Policy & Regulation

New tax measures to encourage philantropy

On March 26, the Prime Minister announced a package of new tax incen-tives for gifting. These incentives will appeal to philanthropically inclined financial planning cli...

Financial planning

TCA puts its trust in an attentive Government

Trustee companies are confident their protests over certain types of trusts will not fall on deaf ears in the Federal Government when con-sidering Ralph Review proposals ...

Financial planning

Relief for restructured managed investment funds

The Managed Investments Act 1998, (MIA) made changes to the regula-tion of managed investment funds with the aim of ensuring greater ac-countability of fund managers to i...

Financial planning

For David, building relationships is No. 1

1.Name: David Treacher. 2. Job Title: Financial planner. 3. Dealer group: AMP Financial Planning. 4. Age: 41. 5. Qualifications: DFP 1-7 completed, DFP 8 to be compl...

Financial planning

Point of view: The end of life as we know it...?

The Australian life insurance industry is entering a period of legislation-driven change. The past 10 years has been marked as period of restructuring and expense control...