CAPITAL GAINS

Superannuation

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

image
Editorial

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

image
Superannuation

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

image
Funds management

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

image
Superannuation

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

image
Superannuation

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

image
Superannuation

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

image
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...

image
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 ...

image
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....

image
Superannuation

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

image
Funds management

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

image
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...

image
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...

image
Superannuation

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

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 11 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago