While property depreciation falls into the tax agent or accountant’s sphere of responsibility, financial planners must understand how a new tax ruling may impact investor...

Over the past three years, more and more advisers have said they are becoming ‘lifestyle’ focused with their financial planning business and we have heard buzz words such...

A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....

Under certain circumstances during an income protection claim, insurers may request proof of earnings from the claimant, says Col Fullagar....

Cancer is one of the ‘big three’ medical risks, but it is causing headaches when it comes to trauma insurance, says COL FULLAGAR....

The Government has introduced new rules to reduce effective tax rates on ETPs. KEVIN SMITH examines the changes....

Question: I have recently received bonus shares from a company in which I held an investment. The shareholder release indicated that the distribution is tax-free. If I se...

We are a financial planning practice that has developed from the old style insurance company. Because of this we have about 4,000 clients spread all over Australia. Under...

Question: Is it compulsory for a self-managed superannuation fund (SMSF) to register for GST? If not, is there any advantage in doing so?...

TONY STEPHENS looks at how to increase business through client referrals…but it might not be painless, he warns....