CAPITAL GAINS
Superannuation
Lachlan Partners believes an ATO draft ruling may catch non-dependent death beneficiaries....
Superannuation
The in-specie transfers ban announced in Stronger Super will disadvantage self-managed super funds (SMSFs) and expose them to greater costs and risks, according to Hewiso...
Superannuation
The proposed ban on off-market related party transfers for self-managed superannuation funds (SMSFs) "goes against the grain of a simplified superannuation system", accor...
Superannuation
Mike Mitchell outlines the strategy implications a recent ATO Draft Ruling could have for SMSF trustees deciding whether to borrow to buy property in or outside super....
Financial planning
With traditional income-yielding investments such as government bonds delivering poor yields, there has been significant growth in the number of income funds that are bas...
Editorial
Since their arrival on our shores about a decade ago, managed accounts have remained largely dormant in Australia. But with continuing market volatility and the imminent ...
Funds management
MLC strategist warns on possible plunge in residential property investment returns....
Editorial
With a wave of reform about to hit the industry, financial advisers will soon have to change some of the considerations they take into account when recommending certain i...
Superannuation
ATO signals it is closely monitoring re-reporting and the rules around life superannuation capital gains tax and excess contributions tax....
Superannuation
SMSF trustees have been finding property investment increasingly appealing in recent months. Dan Butler and Nathan Papson list a number of practical considerations which ...
Editorial
Richard Edwards outlines some of the technical issues financial planners need to consider when talking to their clients about possible responses to market declines....
Superannuation
The Australian Taxation Office has indicated the two certainties in life - death and taxes - will become closely intertwined when it comes to super pensions. David Shirlo...
Financial planning
PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...
Editorial
PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...
Editorial
Lin Ngin looks at how separately managed accounts (SMAs) operate and explores some of the features and benefits on offer as well as some of the current limitations....
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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...