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Financial planning

The New Zealand Government's proposed pre-funded superannuation scheme could be in place by July next year, according to Peter Harris, economic adviser to Finance Ministe...

Financial planning

With the end of the financial year fast approaching it is worth looking at some the hot issues that the IFSA membership is grappling with and which will become priorities...

Financial planning

Advisers may be opening themselves up to possible litigation by failing to advise clients with DIY superannuation funds on the options available to them under SLAB 3 legi...

Financial planning

While GST awareness is high, action and implementation are low, spelling trouble for businesses from July 1. So says KPMG Consulting partner Mandy Holloway....

Financial planning

Reaction to the recent federal budget has been fairly subdued with most industry analysts noting the lack of news for the financial services industry....

Financial planning

Can salary packaging survive the GST? Julie Bennett investigates. There have been murmurings around the industry that the GST will make salary packaging less attractive...

Financial planning

June has traditionally been the month when most small to medium sized enterprise (SME) clients have made super contributions to boost retirement savings and re-duce immed...

Financial planning

Ralph changes to the taxation on entities will bring trusts in line with indi-vidual tax rates - a move which could put many unwary investors at risk of pay-ing too much ...

Financial planning

Treasurer Peter Costello’s mention of the “s” word following his budget address has brought a chorus of approval and demands from the financial services industry....

Financial planning

What does it take to be ethical in financial planning? Professor Stephen Cowan, who will be presenting at the CFP conference in Hobart, says it is all about ex-cellence. ...

Financial planning

Super growth for self manager super Despite recent reports to the contrary, self managed super funds continue to grow rapidly. Grant Abbott explains the factors behind ...

Financial planning

Australian-based fund manager Perpetual Investments is planning a return to the New Zealand market after several years absence....

Funds management

Not too long ago, bonds for special purposes, like education and funerals, were very popular. But as investors become increasingly more sophisticated in their financial p...

Superannuation

Self-funded retirees are emerging as one of the real victims of the imminent in-troduction of the GST....

Financial planning

Self-funded retirees are emerging as one of the real victims of the imminent introduc-tion of the GST....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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