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Financial planning
The Government has introduced new rules to reduce effective tax rates on ETPs. KEVIN SMITH examines the changes....
Superannuation
Financial advisers and accountants may still benefit from establishing strategic alliances with each other in relation to providing advice on self managed super funds (SM...
Financial planning
Financial planners advising clients over potential returns they can expect on agribusiness investment products may find themselves in breach of Policy Statement (PS)S170....
Financial planning
Question: We are a principal planning business that is part of a medium-sized Australia-wide dealer group scheduled for transition on January 1, 2004. We are looking to r...
Financial planning
A do-it-yourself (DIY) family superannuation fund is still one of the most effective estate planning tools around, says Steve Davis....
Superannuation
Good estate planning aims to preserve and transfer your wealth to the next generation as tax effectively as possible. One of the tools that can help clients achieve this ...
Financial planning
The jury may be out on the wisdom of putting clients into margin lending – but all the signs say that this will be one product that will see increasing demand in coming m...
Financial planning
The results are out and on behalf of Money Management, Nick Bruining is proud to announce the winners of the inaugural Felsy Awards....
Financial planning
The Australian Securities and Investments Commission (ASIC) has continued with its crackdown on the financial planning industry, permanently banning two more people from ...
Superannuation
Self-managed super funds have just about everybody interested - including the Tax Office. Barbie Chiro reports....
Superannuation
When the Federal Government announced that from July 1, 2001, superannuation assets were to be exempted from the social security income and assets tests from age 55 until...
Financial planning
It promises to be a busy year for advisers and their clients. Andrew Lawless outlines key dates for 2003....
Financial planning
Peter Hogan answers the questions that flummoxed advisers last year....
Financial planning
The current environment does not encourage advisers to charge fees for service, argues PETER BOBBIN. But all that might change if the law was amended to allow clients to ...
Financial planning
Compulsory choice of funds in superannuation is not only a contradiction in terms but will also be defeated if investors chose to use a default fund, which is usually an ...
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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...