CAPITAL GAINS

Financial planning

Considerable attention has been focussed recently on the use of an Eligible Termination Payment (ETP) purchased annuity or superannuation pensions for Reasonable Benefit ...

Financial planning

Venture capital has long been a staple of super funds in Australia and a standard investment sector for sophisticated US investors. Gareth Cosslett explores the possibili...

Financial planning

In discussions with financial planners about wrap accounts, it is clear that their full ramifications, potential difficulties and the totality of possible benefits are no...

Funds management

Advisers recommending high income clients invest blindly in unit trusts should beware of tax implications....

Superannuation

The focus by senior executives on investment options has tended to centre on greater control over their superannuation affairs, long term retirement wealth creation and e...

Financial planning

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....

Financial planning

Fund managers' efforts to become single responsible entities are being paralysed by government inaction....

Financial planning

An independent report by KPMG has endorsed the merger of StateGuard and Lifeplan friendly societies....

Financial planning

BT Funds Management’s technical team dives into the Ralph Committee Report to review the potential implications for financial advisers and their clients. By Brian Bissake...

Financial planning

The financial services industry breathed a collective sigh of relief following the the announcement by Treasurer Peter Costello that the government will take Ralph Review...

Financial planning

This year will be significant for the investment industry because of the huge undertaking the Government has set in train to reform the entire tax system, with particular...

Superannuation

There are some important things to consider in the new borrowing rules for SMSFs, writes Craig Day....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

3 days 15 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 3 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 2 days ago
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