CAPITAL GAINS

Funds management

Concerns investors have about managed funds, such as high costs and low returns, are unfounded, according to wealth management group JB Were....

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Editorial

Recent economic news has some predicting the Australian economy is undergoing massive change. Daryl Wilson looks at the arguments and the potential impacts on property in...

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Financial planning

Estate planning is more than just writing a Will and certainly isn’t something that should be left until the last minute, writes Anna Hacker....

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Financial planning

There are a few lessons to be learnt from high-profile family disputes, including that of Gina Rinehart, according to lawyer Bernie O’Sullivan....

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Superannuation

Super Concepts' Nicholas Ali provides a breakdown of what is allowed and what's not with regards to buying property in an SMSF....

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Superannuation

There has been debate around how SMSFs use limited recourse borrowing arrangements. SPAA technical director Peter Burgess weighs up the benefits and risks....

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Superannuation

The Financial Services Council (FSC) has welcomed legislation that supports fund mergers through an exemption on capital gains tax (CGT)....

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Superannuation

Self-managed superannuation fund (SMSF) auditors will now be subject to a range of standards concerning their qualifications, competency and independence under the Supera...

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Financial planning

Boutique planners need to develop a specialised business model in order to compete against "mass service providers", says Next Step Financial Strategies partner Neil Whit...

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Superannuation

ATO assistant commissioner Stuart Forsyth has pointed to the issues still troubling SMSF trustees and warns the ATO will be cracking down on non-arm's length income issue...

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Superannuation

Nick Ali explains the technicalities around asset disposal and potential capital gains tax implications....

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Financial planning

The Federal Government has received a mixed response to the financial services and superannuation initiatives evolving out of its Mid-Year Economic and Fiscal Outlook (MY...

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Editorial

Perpetual’s Matt Sherwood explains why recent central bank stimulus has boosted investor sentiment but not solved any of the world's structural problems. ...

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Superannuation

SISFA has warned the Federal Government that the country's almost one million SMSF trustees will use their collective voting power to object to further regulatory burden....

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Superannuation

There are close to one million voters who are SMSF members who would object to further regulation of the sector, SISFA has warned....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 10 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 11 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 10 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago