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Financial planning
What do you think of the Government’s proposals to include assets held in private trusts and private companies as part of the means test for the age pension?...
Financial planning
Recently proposed changes to the social security means test have many in the in-dustry up in arms. Samantha Walker takes a look at the proposals and the backlash from the...
Funds management
Funds investing in emerging markets and Asia proved to be the big winners in 1999, ac-cording to the latest Morningstar research. The Morningstar survey of New Zealand ba...
Financial planning
The Financial Planning Association (FPA) has criticised proposals to include assets held in private trusts and private companies as part of the means test for the age pen...
Funds management
Australian fund managers are weighted down with product, increasing manage-ment costs and making them vulnerable to overseas competitors entering the mar-ket, says one an...
Financial planning
Superannuation fund members may be starting to find they are being targeted by their own funds’ affiliated financial planners, if the results of the Top 100 survey are an...
Financial planning
Federal Treasurer Peter Costello has fired a broadside at the Federal Opposition for delaying important reforms to financial services industry regulation....
Financial planning
Federal Treasurer Peter Costello has fired a broadside at the Federal Opposition for delaying important reforms to financial services industry regulation....
Financial planning
About 200 years ago, American political philosopher Thomas Paine wrote: “Gov-ernment, even in its best state, is but a necessary evil”....
Financial planning
The superannuation choice of fund proposal has been on the Federal Government’s to do list since the Coalition came to power in 1996. And while the Government considers i...
Policy & Regulation
When it comes to business tax reform most of the headlines have been about capital gains tax (CGT) reform, accelerated depreciation and the lower corporate tax proposal....
Financial planning
There are a number of anomalies that you come across when you examine the op-eration of the Australian superannuation system. ...
Financial planning
The common wisdom about the Government’s changes to the capital gains tax system for individuals is that people should now turnover their portfolios frequently. This is n...
Financial planning
Fund managers have been facing an uphill battle in getting investors to recognise the attractiveness of annuity products that include growth assets....
Financial planning
Recent tax proposals have thrown the spotlight on venture capital investments. But Australia has a lot of catching up to do, say Stephen White and Sam Armstrong....
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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...