CAPITAL GAINS
Financial planning
As managed fund inflows struggle to return to pre-GFC levels, share trading and direct investments became increasingly popular with retail investors over the past couple ...
Superannuation
The ATO has been urged to rethink its draft ruling on the taxation of pensions after death amid concerns it is being unfair and acting against the spirit of the tax laws....
Superannuation
Cavendish Superannuation has pointed to the ATO's reaffirmation of the death benefit interpretation....
Editorial
Why invest in term deposits or global bonds when you can invest in Aussie bonds and get a better return? Jeff Brunton reports....
Superannuation
The 2011-12 financial year will see significant reforms impacting the entire financial services industry, while the Government has recognised strategy as the most importa...
Superannuation
Fast action by the ATO is claimed to have averted an administrative nightmare around the taxation of trusts....
Superannuation
The Australian Institute of Superannuation Trustees (AIST) has supported the Federal Government's budget proposition to clear up rules on capital gains tax (CGT) for trad...
Editorial
Deborah Wixted explains what happens when good capital gains tax contributions go bad. ...
Superannuation
In what proved to be one of the most popular sessions at the Money Management Retirement Incomes workshop, MLC Technical senior technical manager Peter Hogan provided pla...
Superannuation
The May 2011 Federal Budget contained a number of proposed superannuation changes. However, they are unlikely to cause any significant change in the way clients will go a...
Financial planning
The Assistant Treasurer and Minister for Financial Services, Bill Shorten, has introduced legislation that will ensure capital gains and franked distributions can continu...
Superannuation
Daniel Butler and Timothy Foster take a legal view on planning and structuring pensions....
Editorial
Daniel Butler and Timothy Foster take a legal view on planning and structuring pensions....
Policy & Regulation
Accounting firm Crowe Horwath has expressed concerns about the Government's handling of trust income taxation reform, claiming it is not allowing enough time for consulta...
Superannuation
The Government has announced a three-month extension of the capital gains tax (CGT) rollover relief for merging superannuation funds, but at the same time ruled out the p...
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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...