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Policy & Regulation
Federal Treasurer Peter Costello has defended a decision by the Australian Taxation Office last week to end existing up-front tax deductions for investments in non-timbe...
Financial planning
The increase in merger and acquisition activity across the globe is making it significantly more difficult for fund managers to outperform their respective markets, accor...
Financial planning
The Assistant Treasurer, Peter Dutton, has outlined further tax-related transitional arrangements covering people aged 64 and 74 affected by the Government’s simplifying ...
Superannuation
Australians have changed their attitude towards their financial futures with 34 per cent of workers now having a good idea of their projected retirement income, the 2007 ...
Superannuation
Many Australians are falling well short of a self-funded retirement, according to survey data released this week by the Institute of Chartered Accountants in Australia....
Financial planning
Choice of superannuation fund continues to surge with job turnover and account consolidation the key drives, according to the latest data from InvestmentLink....
Financial planning
The Financial Planning Association is arguing “considerable further work is necessary” on proposed regulatory changes to the Financial Services Reform Act, which have the...
Financial planning
Despite changes to superannuation in last year’s Budget, members of the public are still seeking confirmation that the amendments will not be reversed before they commit ...
Financial planning
CPA Australia has welcomed the Government’s proposals to reduce costs for investors seeking financial advice, but believes it still has not gone far enough....
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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...