END OF FINANCIAL YEAR
Financial planning
As the financial year comes to a close, ASIC has suspended the AFSL of a Melbourne financial services firm following an investigation by the regulator....
Financial planning
The Australian Taxation Office has warned individuals who rush to file their tax return next week are twice as likely to make a mistake by filing before all information i...
Funds management
With the end of financial year fast approaching, there can be tax benefits for clients holding ETFs over other types of investment. ...
Financial planning
As the end of the financial year quickly approaches, BT’s Bryan Ashenden shares his top tips for financial advisers and their clients, based on advisers’ most common quer...
Superannuation
The median balanced super fund option has managed to beat expectations for returns in the last financial year thanks to strong performance by equities and listed property...
Editorial
With the end of financial year around the corner, maximising concessional super contributions and 2024 tax planning will be on advisers’ minds....
Features
As 30 June approaches, advisers are starting to look at how to best leverage tax concessions to benefit their clients’ bottom lines. Even during a Federal Election campai...
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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...