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CAPITAL GAINS
Financial planning
US mutual funds will have some more work to do as part of their roll out in re-sponse to the capital gains tax (CGT) provisions incorporated in the Ralph Review....
Financial planning
US mutual funds still have their work cut out for them before they roll out their fund offering into the Australian market....
Policy & Regulation
When it comes to business tax reform most of the headlines have been about capital gains tax (CGT) reform, accelerated depreciation and the lower corporate tax proposal....
Financial planning
Summit has ramped up its master trust and wrap account services in an effort to win a bigger share of the master trust market....
Financial planning
The common wisdom about the Government’s changes to the capital gains tax system for individuals is that people should now turnover their portfolios frequently. This is n...
Financial planning
Recent tax proposals have thrown the spotlight on venture capital investments. But Australia has a lot of catching up to do, say Stephen White and Sam Armstrong....
Policy & Regulation
From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...
Financial planning
As part of a drive to turn itself into a "multi-financial service" provider, JB Were, Australia's largest retail stockbroking house, will launch a new financial planning ...
Financial planning
Financial planners will need to revisit their business plans, following the re-lease of the government's response to the Ralph report recommendations....
Financial planning
Merrill Lynch Mercury Asset Management hopes to attract $50 million per fund in the medium term for its “Professional Investor” suite of mezzanine priced funds....
Funds management
The private equity market appear to be hotting up with the launch of the third retail offering in the sector in the last six months....
Financial planning
Financial planners who have UK migrants on their books have been warned to take special care with their advice or face potential liti-gation in the future....
Financial planning
The Financial Planners and Investment Advisers Association (FPIA) needs to improve its structure if it is to administer a registration scheme for financial advisers, acco...
Editorial
Advisers recommending high-income clients invest blindly in unit trusts should beware of tax implications....
Superannuation
Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...