CAPITAL GAINS TAX

Financial planning

Property syndicates might have suffered the slings and arrows of rising interest rates, but David Davies argues their potential for capital gain means they are still very...

Financial planning

The financial services industry is battling CLERP6 legislation which could cost dealers, brokers and advisers hundreds of thousands of dollars each in CGT and stamp duty....

Life/Risk

Insurance bonds will remain an attractive investment vehicle for high income investors until at least the end of the next financial year. Michael Abbott explains their at...

Financial planning

Ralph changes to the taxation on entities will bring trusts in line with indi-vidual tax rates - a move which could put many unwary investors at risk of pay-ing too much ...

Financial planning

The Government’s tax reform agenda continues to make all of our lives difficult. Take the new capital gains tax (CGT) rules for example....

Financial planning

Asset managers will need to switch their focus from pre-tax to post-tax returns on equity funds following the introduction of the new Ralph capital gains tax (CGT) rules....

Financial planning

The days of investing in agricultural investment schemes purely for tax reasons are over....

Financial planning

The refund of surplus franking credits is emerging as one of the big issues arising from the Ralph reforms, according to a recent AM Corporation survey....

Financial planning

Fixed interest products are set to boom as a result of recent capital gains tax (CGT) changes, says one manager....

Financial planning

Fixed interest products are set to boom as a result of recent capital gains tax (CGT) changes, says one manager....

Financial planning

Australian Clearing Services (ACS) has formed another alliance with a financial services provider — Norwich Union’s Navigator....

Financial planning

The new year presents a number of challenges and opportunities for financial planners wanting to add value for clients. Tim Gunning takes a look at some of the most ex-ci...

Financial planning

Australian Clearing Services (ACS) has formed another alliance with a financial services provider — Norwich Union’s Navigator. The new share trading service is to be bran...

Financial planning

The booming margin lending market may be attracting heat from regulators around the world, but Ralph inspired tax changes are set to keep the flame burning. Jason Spits ...

Policy & Regulation

Financial planners are in the midst of a tax revolution. The revolution means that a tax-effective structure or strategy used by a financial planner or accountant six mon...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago