CAPITAL GAINS
Financial planning
Property syndicates might have suffered the slings and arrows of rising interest rates, but David Davies argues their potential for capital gain means they are still very...
Financial planning
The financial services industry is battling CLERP6 legislation which could cost dealers, brokers and advisers hundreds of thousands of dollars each in CGT and stamp duty....
Life/Risk
Insurance bonds will remain an attractive investment vehicle for high income investors until at least the end of the next financial year. Michael Abbott explains their at...
Financial planning
June has traditionally been the month when most small to medium sized enterprise (SME) clients have made super contributions to boost retirement savings and re-duce immed...
Financial planning
Ralph changes to the taxation on entities will bring trusts in line with indi-vidual tax rates - a move which could put many unwary investors at risk of pay-ing too much ...
Financial planning
The Government’s tax reform agenda continues to make all of our lives difficult. Take the new capital gains tax (CGT) rules for example....
Financial planning
Wraps meet GST challenge It has been said that wrap accounts will become the ugly ducklings of the industry once they are subject to GST. BT Portfolio Services’ Bill Waw...
Financial planning
Super growth for self manager super Despite recent reports to the contrary, self managed super funds continue to grow rapidly. Grant Abbott explains the factors behind ...
Financial planning
Asset managers will need to switch their focus from pre-tax to post-tax returns on equity funds following the introduction of the new Ralph capital gains tax (CGT) rules....
Financial planning
Rothschild Australia Asset Management’s listed investment company The Five Ar-rows Australia Fund Ltd (FAAFL) is set to be wound up as Ralph related tax changes have made...
Financial planning
Some of you must wonder sometimes whether I enjoy being in the financial serv-ices industry. Well I do. Few other industries could be more dynamic, more suited to electro...
Financial planning
The refund of surplus franking credits is emerging as one of the big issues arising from the Ralph reforms, according to a recent AM Corporation survey....
Financial planning
In an effort to attract clients who wish to invest into low risk schemes, Investors Mutual and South Australian based friendly society Lifeplan have launched a joint fund...
Financial planning
After much deliberation, the Senate passed the member/ trustee laws late last year which have significanrt ramifications for self managed super funds (SMSF). The March 31...
Financial planning
Fixed interest products are set to boom as a result of recent capital gains tax (CGT) changes, says one manager....
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MARKET INSIGHTS
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...