CAPITAL GAINS

Financial planning

The Government will extend the 'look through' arrangements to ensure there is no CGT applicable on instalment warrants....

Tools & guides

Stephen Miller outlines some key issues to consider before recommending clients make in specie superannuation contributions....

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Financial planning

Advisers and investors burnt by the collapse of the Prime Retirement and Aged Care Property Trust believe they have identified significant wrongdoing in the management of...

Financial planning

Mark Gleeson looks at when the best time for gearing is when it comes to superannuation funds....

Life/Risk

Stephen Kunz looks at the insurance ownership options available to clients....

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Editorial

Justin Delaney explains why the current debate over financial advice remuneration models means the industry is in danger of losing sight of the purpose of wrap platforms....

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Tools & guides

Julie Steed explains why a small APRA fund can provide clients with control but without the administration responsibilities....

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Editorial

Following the recent market rally, Dr Ron Bewley asks the question: is the Australian share market due for a correction?...

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Financial planning

Financial planning practice owners should take careful consideration of capital gains tax before selling their businesses, according to HLB Mann Judd Sydney tax partner P...

Financial planning

AMP's John Ciacciarelli looks at buy/sell business succession arrangements in order to facilitate the transfer of business interests following the departure of an owner....

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Superannuation

About $32.2 billion worth of cash and shares in self-managed super funds is set to be diverted to residential property, but a lack of advice could incur penalties, accord...

Editorial

Suncorp Life's Sarina Raffo considers the pros and cons of superannuation and non-superannuation income streams and what affect this will have on retirement....

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Financial planning

ING Australia's Troy Smith takes a look at tax issues and asks whether there is a way to wrench a few dollars back into your client's pocket?...

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Editorial

The CGT for non-residents is determined by whether the asset is considered to be ‘taxable Australian property’. Learn more about CGT discount for non-residents....

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Editorial

Stephen Miller outlines some of the key issues to consider when recommending your SMSF clients change fund administrators....

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Never miss the latest news and developments in wealth management industry

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