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CAPITAL GAINS TAX
Financial planning
Researcher and investment manager van Eyk has announced several enhancements to the investment mandate of its Blueprint fund-of-fund Series....
Financial planning
The capital gains tax implications and taxation of group life and total and permanent disability (TPD) insurance policies held outside superannuation still require clarif...
Financial planning
Borrowing money to invest in superannuation can be a rewarding strategy for many investors wanting to take advantage of the changes to superannuation laws but without rea...
Financial planning
One solution will not fit all clients under the new superannuation rules, warns ING technical services manager Andrew Lowe....
Financial planning
ING has created a desktop calculator that allows advisers to determine whether to invest the proceeds of a client’s assets into superannuation, thus taking advantage of t...
Financial planning
IOOF has launched a new platform product aimed at retail clients offering two different investment models to cater for the diversity in consumers’ financial sophisticatio...
Financial planning
Accounting firm HLB Mann Judd has recommended the Federal Government examine the current taxes levied on the transfer of assets between generations as part of its impendi...
Superannuation
Tax changes next year to superannuation will favour commercial property investments in self-managed superannuation funds....
Policy & Regulation
MLC has decided to provide after-tax return results for a selection of its products to help financial advisers give their clients an idea of the amount of money they are ...
Financial planning
The underlying structure of some platform products could impede the broad objective of the FPA’s conflict of interest principles which require advisers to stipulate what ...
Financial planning
The Government’s decision to simplify the superannuation regime has been applauded by financial services providers, with the abolition of Reasonable Benefit Limits and th...
Financial planning
Investors in Glebe Asset Management will have their funds paid out to them after the ethical investment manager, which put itself up for sale last October, failed to find...
Financial planning
Sealcorp has restructured its separately managed account (SMA) funds, moving from investing in various underlying managed funds to a multi-manager structure using mandate...
Financial planning
Broking firm Citigroup Wealth Advisers is the latest firm to sign up for Praemium Portfolio Services portfolio reporting technology....
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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...