capital gains

Financial planning

Bankruptcy: hanging on to what you’ve got

SARINA RUFFO considers the impact of bankruptcy on your assets, including superannuation and insurance proceeds....

Financial planning

Taking succession planning to a higher level

Planners should work with referral partners to achieve the best business succession outcome, writes JON DE FRIES....

Editorial

The Black Swan has landed: how to keep portfolios intact during times of stress

In the final part of their series on the risks of margin lending, PAUL RESNIK and PETER WORCESTER conclude that planners need to stress test a client’s portfolio in order...

Financial planning

Time is money

There’s no time like the present to make salary sacrifice, personal deductible and non-concessional contributions into superannuation and take advantage of the market slu...

Financial planning

ATO turns focus to MIS tax deductions

Will be paying close attention to claims relating to managed investment schemes and other retail products over coming year....

Financial planning

Tax strategies for SMSFs in estate planning

ALENA MILES considers estate planning strategies unique to self-managed super funds....

Financial planning

Accessing CGT small business concessions

JOHN CIACCIARELLI considers the expanded use of the 'under $2 million turnover’ test rule for small business capital gains tax concessions. ...

Superannuation

SMSF owners could be lumping beneficiaries with tax liabilities

The capital value of an entire death benefit paid to a beneficiary may be subject to tax, according to Lifeplan national adviser solutions manager Alison Massey....

Financial planning

It’s no sacrifice

Advisers need to review strategies involving salary sacrifice, writes Martin Breckon....

Financial planning

Taking in the post-Budget landscape

Deborah Wixted outlines the raft of changes the 2009 Federal Budget has introduced in taxation, superannuation and social security....

Editorial

ATO to investigate investors inflating losses

Investors who are under financial pressure may be tempted to artificially create losses....

Editorial

Are cash and bonds really the safest investment options?

How safe are cash and bonds? Dominic McCormick examines the state of these asset classes and whether the perception that they are investment safe havens is accurate....

Superannuation

Super tinkering: how it will affect your clients

SAM WALL responds to financial planners’ top queries following the recent Federal Budget....

Superannuation

FABIAN BUSSOLETTI takes a look at acquiring property assets through self-managed superannuation funds....

Superannuation

Work harder for longer: Gov’t outlines its prescription for retirement income reform

There were some hidden messages in the Rudd Government’s second Budget, not least of which was a clear signal that lifting the superannuation guarantee is off the agenda ...