FEDERAL BUDGET
Financial planning
Term allocated pensions and retirees received a welcome boost yesterday after the Federal Government announced the results of its review of pensions provided by small sup...
Financial planning
The Federal Government has used its new found majority in the Senate to pass legislation abolishing the superannuation surcharge, effectively neutralising the objection o...
Policy & Regulation
The Prime Minister, John Howard has ruled out further cuts to the taxation regime applying to superannuation during the life of the current Parliament...
Superannuation
Controversial Government plans to ban self-managed superannuation funds (SMSFs) from providing defined benefit pensions have been delayed while Assistant Treasurer Mal Br...
Financial planning
The superannuation industry has welcomed changes to superannuation included in the Federal Budget but doesn’t believe the Government has gone far enough....
Financial planning
A winding back of the superannuation surcharge has emerged as the most likely superannuation initiative to be included in the Federal Budget to be handed down by Treasure...
Superannuation
Assistant Treasurer Helen Coonan has committed to examining the transitional issues of soon-to-launch market-linked pension products, quelling superannuation industry con...
Policy & Regulation
Superannuation industry figure Barbara Smith has on the eve of the Federal Budget urged Treasurer Peter Costello to remove some of the taxes on super funds because they a...
Financial planning
The financial services industry has delivered a mixed response to the Federal Budget, with one association lambasting the Government for “walking away” from Australia’s r...
Financial planning
The Association of Superannuation Funds of Australia (ASFA) has done an about face, welcoming Senator Helen Coonan’s reassurance of the Federal Government’s commitment to...
Financial planning
It promises to be a busy year for advisers and their clients. Andrew Lawless outlines key dates for 2003....
Financial planning
RESEARCH into super co-contributions, outlined by Dr Vince FitzGerald of the Allen Consulting Group at the Investment and Financial Services Association (IFSA) conference...
Superannuation
Superannuation is a hot topic in the industry at the moment for a few reasons....
Financial planning
Advisers who recommended using a lifetime annuity to escape a 1997 ruling on means tested unemployment benefits for people over 55 should consider revising the strategy i...
Financial planning
A peak accounting body has come out against a major amendment to su-perannuation rules currently before federal parliament....
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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...