David Barrett looks at the complexity of the tax (financial) advice regime.
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David Barrett looks at the complexity of the tax (financial) advice regime.
Linda Bruce looks at receiving income jointly as co-owners of an investment and its impact on assessable income.
Markets across the globe are treading murky waters as geopolitical issues impede on economic growth. But, writes Wheelhouse’s Alastair MacLeod, there are some investment strategies offering a diversified source of return to portfolios, including buy-write strategies.
Challenger’s Sean Howard looks at means testing changes and the benefits the changes offer for asset-tested retirees.
Centuria Life’s Michael Blake looks at investment bonds, compares their features and benefits to super, and explains why they can be an excellent parallel strategy to super, as well as an effective estate planning tool.
SuperConcepts’ Graeme Colley explains why self-managed super funds are likely to come under more scrutiny following recent court decisions and how trustees and their clients can be prepared.
Accurium’s Melanie Dunn explores how payments and withdrawals from superannuation can be carried out in the most compliant way.
IOOF’s Claudine Siou explains how your super would be affected in the event of bankruptcy.
iShares’ Christian Obrist answers ten popular questions investors have about ETFs.
The legislative trend since 2007 towards lower super contribution caps means financial services professionals must be even more vigilant about maximising their clients’ super contribution opportunities. Although several Federal governments have attempted to simplify the superannuation system, the contribution rules remain complicated, and may become even more so in future years.
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