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TAXATION
Financial planning
There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....
Superannuation
SPAA welcomes changes to the tax treatment of non-reversionary pensions....
Editorial
Financial planners may have won something of a victory in terms of TASA implementation, but the Financial Services Council’s Cecilia Storniolo writes that those impacted ...
Superannuation
AMP’s Philip La Greca provides a checklist for taking on an existing SMSF client....
Superannuation
Liberal MP Paul Fletcher has hit out at the Labor Government for the current lack of public confidence in Australia’s superannuation system. . ...
Life/Risk
New measures introduced in the 2013 Budget will have an important flow-on effect on insurance in super, writes David Glen. ...
Superannuation
Those hardest hit by the $100,000 limit on the pension income tax exemption may well be those left behind after the death of an SMSF pensioner, according to Bryce Figot a...
Superannuation
The SMSF Professionals' Association of Australia (SPAA) has welcomed the passage of amendments to allow refunding of excess concessional contributions, but says it should...
Superannuation
SPAA welcomes excess concessional contributions amendments...
Superannuation
The methodology used to measure superannuation tax concessions is "fatally flawed", according to SPAA's Andrea Slattery....
Superannuation
Super association claims tax concessions undermine super system ...
Financial planning
An audit report confirms that getting a review of adverse debt relief from the ATO is possible, but only if you read the fine print....
Superannuation
Graeme Colley warns some business owners who are nearing retirement fail to understand the complexity surrounding the eligibility criteria for CGT concessions and end up ...
Policy & Regulation
In the lead-up to tax time, the Australian Taxation Office (ATO) is warning taxpayers about new and complex tax avoidance schemes offering people financial security....
Superannuation
The Shadow Minister for Financial Services, Mathias Cormann, has indicated the Federal Opposition would revisit concessional contribution cap limits should it win the upc...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...