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Financial planning
“Males make up about 70 per cent of our market, so females make up the other 30 per cent, but there may be a few dogs in there.” <I>E-trade’s Kerry Roxburgh mixes his met...
Financial planning
Given the current state of the waters in the financial services industry, IFSA’s “Catch the Wave” theme is appropriate – even if the conference is scheduled for Melbourne...
Financial planning
Advisers should not sail too close to the wind when it comes to tax planning. At least that is the opinion of Kenneths Group director John Day who says it is im-portant ...
Financial planning
With the end of the financial year fast approaching it is worth looking at some the hot issues that the IFSA membership is grappling with and which will become priorities...
Financial planning
Advisers may be opening themselves up to possible litigation by failing to advise clients with DIY superannuation funds on the options available to them under SLAB 3 legi...
Financial planning
June has traditionally been the month when most small to medium sized enterprise (SME) clients have made super contributions to boost retirement savings and re-duce immed...
Financial planning
<I>To amend or not to amend That is the question Whether tis nobler in the mind to suffer the slings and arrows of the ATO Or by amendment to quell them To amend, per cha...
Superannuation
A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...
Financial planning
A legal technicality in the new SLAB3 legislation is threatening Australia’s 300,000+ self-managed superannuation funds (SMSF). The legislation, due to come into effect ...
Policy & Regulation
From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...
Financial planning
Self managed super funds are facing some of the biggest legislated changes in their short history. Grant Abbott takes a look at the progress of SLAB 3 and SLAB 4 legislat...
Life/Risk
Financial services groups are reeling under the strain of a massive upheaval of their businesses once the implications of the GST and the upcoming Ralph Report hit home. ...
Policy & Regulation
From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...
Policy & Regulation
The Australian Taxation Office (ATO) has won support for its crack-down on more than 1,600 investors who took advantage of tax breaks in schemes run by Budplan....
Financial planning
What is the key issue to emerge from the budget? "The Commonwealth Budget offered no surprises for financial markets but did provide a platform for the delivery of tax r...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...