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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
The New Zealand Government looks likely to get its proposal to pre-fund the state pension through Parliament, but with support from an unexpected quarter. ...
Financial planning
Federal Budgets have many parts but the one that gathers the most attention is called tax. Jason Spits looks at the tax changes which will affect clients of planners....
Superannuation
Promoting the savings message will become more muted this year after the Government cut funding to the Office of the Retirement Commissioner in its Budget....
Financial planning
The Australian Tax Office (ATO) has announced that they have made a decision to allow eligible persons to make an application for a transitional reasonable benefits limit...
Financial planning
Financial planner regulation is firmly on the agenda in New Zealand after the president of the Financial Planners and Insurance Advisers Association (FPIA), Paul O'Brien,...
Financial planning
Fund managers are divided over whether they should help the Government fund the Office of the Retirement Commissioner....
Financial planning
Despite its best efforts, the baby boom generation is growing old. The implications are dramatic. The largest group of people in history is moving into the traditional re...
Policy & Regulation
While it may appear complex and out of reach for some investors margin lending for holds some positive tax benefits. David Shirlow examines how planners and investors can...
Financial planning
Industry bodies affected by the Financial Services Reform Bill (FSRB) are angry with being given just six working days to review the draft bill and the submissions deadli...
Financial planning
Pressure is being put on the Government to fully fund the Office of the Retirement Commissioner's office...
Policy & Regulation
It wasn’t that long ago that news of the Ralph report dominated the financial press. Contentious issues for our industry included the initial consideration of treating co...
Superannuation
The Financial Planning Association (FPA) is pushing once again for a major review of Australia’s retirement income regime to be included in this year’s budget....
Financial planning
Questions have been raised over whether the Government's proposed super fund is an expense or a capital item....
Financial planning
The New Zealand Government will forgo about $500 million a year in revenue if it chooses to provide tax incentives for private savings....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...