CAPITAL GAINS

Financial planning

The grandfathering problems that plagued the advice space a year ago continue to stymy advisers and remain heavy burden on consumer choice, the Association of Financial A...

Funds management

Growing numbers of investors are taking the plunge and following financial advisers’ recommendations to try direct investments through separately managed account (SMA) se...

Editorial

The growing acceptance of the new electronic currency, Bitcoin, is threatening to disrupt and change the global financial system. Mark Thomas explains why investors and a...

Superannuation

ATO appears to be targeting inappropriate loans to SMSFs after focusing on those with uncommercial loan terms....

Superannuation

Macquarie Bank's David Barrett takes a closer look at the cost complexities of setting up a SMSF....

Superannuation

An accounting and advisory firm wants tighter regulation around the inclusion of residential property in SMSFs....

Superannuation

While restrictions on acquiring assets from a related party in an SMSF are generally understand, the disposal of assets to related parties often suffers from a lack of un...

Superannuation

The Association of Superannuation Funds of Australia (ASFA) is calling for media to “get the facts right” after news outlets reported tax concessions on super would cost ...

Superannuation

Colonial First State said it supports the three-day turn-around for superannuation member transfers. ...

Funds management

Equity income funds have become increasingly sophisticated, as van Eyk Research awards the first AA rating in this sector....

Superannuation

Townsends Business & Corporate Lawyers' Peter Townsend outlines some of the do's and don'ts for maintaining a bare trust in a LRBA....

Editorial

Equity income funds may not live up to their hype, writes Morningstar's Kathryn Young. ...

Editorial

Although tax exemption when selling a person’s main residence is usually a routine matter, things can go badly wrong in some quite unexpected ways, writes Chris Ardagna....

Superannuation

SMSF trustees cautioned to ensure they understand the details of establishing bare trusts where limited recourse borrowing is concerned. ...

Editorial

A recent white paper by Lonsec and Milliman explores the conundrum facing retirees trying to balance security of income against the need for investment growth to fund gre...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

3 days 15 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 3 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 2 days ago
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