CAPITAL GAINS

Superannuation

Negative gearing, capital gains and franking credits are off limits in government discussions, according to senior super industry figure....

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Editorial

There is a good source of income from equities that even some savvy investors are missing out on, writes Matt Olsen....

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Superannuation

Are SMSFs contributing to a property bubble and gaining an unfair advantage in the process? Peter Kelly begs to differ....

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Funds management

Investors should review their investment structures when circumstances change, according to Centric Wealth’s Adam Pearsall....

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Superannuation

Maybe it’s the necessary evil, but superannuation change is not only necessary, it’s also inevitable. Bryan Ashenden states the case. ...

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Superannuation

SPAA's Graeme Colley highlights the changes to death benefit pension rules....

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Superannuation

AMP’s Philip La Greca provides a checklist for taking on an existing SMSF client....

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Superannuation

Those hardest hit by the $100,000 limit on the pension income tax exemption may well be those left behind after the death of an SMSF pensioner, according to Bryce Figot a...

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Superannuation

Graeme Colley warns some business owners who are nearing retirement fail to understand the complexity surrounding the eligibility criteria for CGT concessions and end up ...

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Financial planning

ANZ has launched a protected lending product targeting high-end self-managed super funds, wholesale investors and executives with employer-related share exposures....

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Superannuation

Just 20 funds account for nearly 60 per cent of assets in the APRA-regulated sector, with further consolidation predicted to occur....

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Funds management

Investors give fund managers thumbs-up for costs, but look for greater disclosure at fund level. ...

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Funds management

Investors opting for negatively geared direct property are taking a large position on the likely outcome of a single investment despite the risks and up-front losses inhe...

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Superannuation

Assuming the Government's proposed changes to superannuation become law, they are likely to have a significant impact on certain super fund members. DBA Lawyers' Daniel B...

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Superannuation

If the Government’s super tax changes ever make it into law, they are likely to create planning opportunities....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 19 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 20 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 19 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago