CAPITAL GAINS

Superannuation

SMSF trustees now only have to pay a flat $50 stamp duty fee when transferring business real property under new NSW State regulation, according to chartered accountancy f...

Tools & guides

Sam Rubin looks at the Henry Review's recommendations on marginal tax rates and capital gains tax (CGT) and the effect they could have on the industry....

Tools & guides

The capital gains tax cap contribution provides the perfect opportunity for small business owners looking to maximise their superannuation retirement savings, writes Step...

Financial planning

Offering individually managed accounts to high-net-worth clients can be a scalable solution for financial advisers, writes Damian Graham....

Editorial

Amid growing media interest in the growth of these products, Dominic McCormick explains why exchange-traded funds are a useful tool but not a panacea. ...

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....

Superannuation

AXA has launched an income-generating product aimed at people focused on consistent income heading into retirement rather than accumulating wealth....

Editorial

Investors should consider the after-tax performance of their assets in relation to franking credits, writes Aaron Minney....

Financial planning

Investec Asset Management is looking to take advantage of what it sees as an opportunity in emerging market debt to acquire new investments from Australian institutional ...

Policy & Regulation

Older savers using interest-bearing products receive tax break....

Policy & Regulation

Reform of the tax system for managed investment trusts (MITs) announced on Friday will simplify the administration of managed funds, according to Federal Assistant Treasu...

Tools & guides

Holding large value illiquid assets in a SMSF could prove problematic when a trust member dies. Deborah Wixted explains the obligations and options trustees and their fin...

Financial planning

Investment Trends names Navigator leading platform in a year marked by intense investment in specific improvements....

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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 1 week 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. ...

5 days 16 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 5 days ago

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

1 week 4 days ago
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