POWERED BY MOMENTUM MEDIA
CAPITAL GAINS TAX
Financial planning
There are significant rewards and opportunities for Australian financial planners who are prepared to transfer their skills overseas....
Editorial
David Benney looks at the advantages and disadvantages of direct shares versus managed funds....
Tools & guides
MLC's Jon de Fries explains why income protection insurance can be just as important for higher income earners and discusses some policy ownership issues....
Financial planning
Investment Trends names Navigator leading platform in a year marked by intense investment in specific improvements....
Financial planning
Government legislation dealing with the tax arrangements for managed investments trusts is necessary to ensure the managed funds sector is run efficiently and responsibly...
Financial planning
ING urges extension of CGT rollover relief to help get rid of legacy life issues....
Financial planning
The proposed changes to gearing rules in superannuation will open a "can of worms" for investors who use unlisted or DIY gearing in their super funds, said Alpha Structur...
Financial planning
ASFA has supported amendment proposals made by the Government around borrowing in super arrangements....
Financial planning
Government tax and consumer protection proposals made in recent days appear to have put the spotlight on common industry practices around borrowing in super....
Financial planning
Praemium's V-Wrap platform has become the first portfolio administration platform to be accredited by the Institute of Chartered Accountants in England and Wales, the com...
Policy & Regulation
The National Institute of Accountants (NIA) has called on the Government to ease requirements on self-managed super funds (SMSFs) and phase out the contributions tax in i...
Editorial
Stuart Fechner explains why separately managed accounts offer an alternative way to manage Australian share investments....
Life/Risk
John Ciacciarelli explains key person insurance and the capital gains tax issues it raises....
Financial planning
AIST warns against the 'dumbing down' of existing balanced super funds and a potential worsening of the underinsurance problem; ASFA calls for legislative support to impr...
Financial planning
SARINA RUFFO considers the impact of bankruptcy on your assets, including superannuation and insurance proceeds....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...