trustee

Editorial

Understanding ATO's superannuation funds borrowing explanation

New legislation governing how superannuation fund trustees may borrow under a limited recourse borrowing arrangement has left a number of questions unanswered, says Bryce...

Financial planning

Effective business succession planning

AMP's John Ciacciarelli looks at buy/sell business succession arrangements in order to facilitate the transfer of business interests following the departure of an owner....

Financial planning

Advisers urged to raise their voices

CommInsure is backing a campaign of direct action on the part of financial planners, encouraging them to approach local members of Parliament to make the case for advice ...

Financial planning

Intra-fund advice not immune to cost pressures

Analysis from Citigroup has highlighted the fact that providers of intra-fund advice will not be immune to cost pressures if the Government’s proposed expansion of ...

Tools & guides

Account based pensions: binding vs reversionary nominations

Bobby Woon outlines when a binding or reversionary beneficiary nomination may be more suitable for account based pension clients....

Superannuation

SMSF changes needed over accountant exemption, collectibles

The ongoing uncertainty over the accountant exemption applying to self-managed super funds (SMSFs) as well as a number of rules that simply don’t make sense are two...

Financial planning

Using concessional contributions to boost superannuation and reduce tax

David O'Connell examines how personal concessional contributions made by the self-employed from pre-tax income can increase their superannuation benefits and potentially ...

Financial planning

Industry fund stalwarts lament ministerial churn

Industry fund commentators have lamented the need to “educate” another new superannuation minister....

Financial planning

Industry fund stalwarts lament ministerial churn

Industry fund commentators have lamented the need to educate another new superannuation minister....

Financial planning

Can financial planners overcome the hurdles to provide estate planning?

Estate planning has always been the missing piece in the financial advice puzzle. According to popular belief, financial planners have always struggled over where to plac...

Financial planning

Adviser action required on manager conflicts

Without appropriate legislation to address fund manager conflicts of Interest in troubled managed investment schemes, advisers are being forced to take matters into their...

Superannuation

Minimum to start SMSFs should be $1 million: Chant

There is little point in starting a SMSF with less than $1 million in assets, according to Chant West principal Warren Chant....

Editorial

What financial planners can expect from Bill Shorten

What should the Australian financial planning industry make of the appointment of Bill Shorten as the Assistant Treasurer and Minister for Financial Services and Superann...