CAPITAL GAINS
Financial planning
The Senate Select Committee on Superannuation has reported its findings stating that the current system for taxing transfers from foreign superannuation was too heavy and...
Financial planning
Australia’s first Separately Managed Accounts (SMA) product for the retail market, the Asgard SMA for shares offering, was officially launched by Sealcorp Holdings yester...
Financial planning
Macquarie Wrap Solutions has claimed the top place in funds inflows for discretionary master trusts and wraps after recording inflows of $1.2 billion during the March qua...
Financial planning
The arrival of separate accounts will put further pressure on master trusts to reduce fees. As FIONA MOORE reports, master trusts could learn from separately managed acco...
Financial planning
There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...
Financial planning
The past year’s tax agenda has been characterised by the ATO’s focus on tax effective schemes and unfair loopholes. FIONA MOORE reports on some of the year’s stand out ta...
Editorial
Savvy investors are pushing individually managed accounts (IMAs) into the retail space, possibly at the expense of unit trusts. STEPHEN ROBERTSON reports. ...
Financial planning
The advice planners provide to clients goes hand in hand when it comes to what planners do with their own super. <caps>FIONA MOORE</caps><b><caps> </caps></b>asked three ...
Financial planning
We are rapidly approaching that time of year again when the rush is on to find ways to boost up tax deductions and minimise the tax bill for this year....
Financial planning
Sydney based financial services Group, Portfolio Links, has launched what it is calling the next generation wrap account, promising to set no limits on the range of asset...
Editorial
Ever since exchange traded funds (ETFs) arrived in Australia in late 2000, there has been a flurry of interest by both product providers and investors. MARTIN GOLD and PA...
Financial planning
Dealer groups that launch their own master trusts are said to offer their planners even more choice. But, as KATE KACHOR reports, not everyone believes in their long-term...
Financial planning
Wrap accounts are set to replace master trusts as tomorrow’s product. <caps>Fiona Moore</caps> finds out why, and what it means for financial planners....
Financial planning
The financial services industry remains inefficient because its success means it does not have to improve. However Tom Collins argues this will spur on the next wave of c...
Financial planning
All beneficiaries of a discretionary trust who surrender their interest may now be subject to capital gains tax following the release of an Australian Tax Office (ATO) ru...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...