CAPITAL GAINS

Financial planning

The grandfathering problems that plagued the advice space a year ago continue to stymy advisers and remain heavy burden on consumer choice, the Association of Financial A...

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Funds management

Growing numbers of investors are taking the plunge and following financial advisers’ recommendations to try direct investments through separately managed account (SMA) se...

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Editorial

The growing acceptance of the new electronic currency, Bitcoin, is threatening to disrupt and change the global financial system. Mark Thomas explains why investors and a...

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Superannuation

ATO appears to be targeting inappropriate loans to SMSFs after focusing on those with uncommercial loan terms....

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Superannuation

Macquarie Bank's David Barrett takes a closer look at the cost complexities of setting up a SMSF....

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Superannuation

An accounting and advisory firm wants tighter regulation around the inclusion of residential property in SMSFs....

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Superannuation

While restrictions on acquiring assets from a related party in an SMSF are generally understand, the disposal of assets to related parties often suffers from a lack of un...

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Superannuation

The Association of Superannuation Funds of Australia (ASFA) is calling for media to “get the facts right” after news outlets reported tax concessions on super would cost ...

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Superannuation

Colonial First State said it supports the three-day turn-around for superannuation member transfers. ...

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Funds management

Equity income funds have become increasingly sophisticated, as van Eyk Research awards the first AA rating in this sector....

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Superannuation

Townsends Business & Corporate Lawyers' Peter Townsend outlines some of the do's and don'ts for maintaining a bare trust in a LRBA....

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Editorial

Equity income funds may not live up to their hype, writes Morningstar's Kathryn Young. ...

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Editorial

Although tax exemption when selling a person’s main residence is usually a routine matter, things can go badly wrong in some quite unexpected ways, writes Chris Ardagna....

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Superannuation

SMSF trustees cautioned to ensure they understand the details of establishing bare trusts where limited recourse borrowing is concerned. ...

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Editorial

A recent white paper by Lonsec and Milliman explores the conundrum facing retirees trying to balance security of income against the need for investment growth to fund gre...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

11 hours 47 minutes ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

13 hours 31 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 13 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 3 weeks 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. ...

9 months 1 week ago

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

9 months 3 weeks ago