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

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...

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...

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

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

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

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....

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

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

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

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....

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

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

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 ...