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INCOME TAX
Superannuation
Another opportunity seems to have slipped by for politicians to get real about a national retirement and savings plan, writes Ray Griffin....
Superannuation
So you think there is nothing to vote for at the upcoming federal election? If you are a financial planner, think again, writes Rebecca Evans....
Financial planning
Superannuation has re-emerged as a Federal Election issue with the Coalition poking holes in Labor’s tax policy and the Opposition lashing out at Government plans to forc...
Financial planning
While property depreciation falls into the tax agent or accountant’s sphere of responsibility, financial planners must understand how a new tax ruling may impact investor...
Financial planning
The Australian Tax Office has reassured financial planners and investors today by indicating commonly-used superannuation strategies will not attract the anti-avoidance p...
Financial planning
The Australian Taxation Office (ATO) is set to release guidance on superannuation re-contribution strategies employed by financial planners to leverage tax benefits....
Financial planning
The Australian Taxation Office in consultation with the Australian Securities and Investments Commission will not move to regulate ‘incidental’ tax advice given by financ...
Financial planning
Australian financial planners providing advice on transfering UK pensions have received a leg up from the Government after it changed tax laws allowing the transfer of pe...
Superannuation
DAVID SHIRLOW argues super should still be considered an option for high-income clients as a means of paying for life insurance....
Superannuation
David Shirlow looks at new developments affecting cashing and transfer of UK superannuation benefits for Australian residents....
Policy & Regulation
The Association of Super Funds of Australia (ASFA) and the Investment and Financial Services Association (IFSA) have called on the Government to pour some of its $7.5 bil...
Editorial
Some advisers have successfully recommended direct equities. But Rob Keavney argues that for most, the difficulties involved will swamp the perceived benefits....
Funds management
Superannuation fund members have been warned against engaging the services of individuals or companies promoting early access to retirement benefits and threatened with s...
Financial planning
Many financial planning clients have seen nothing but capital losses on their investments this year. Lisa Bowman investigates how those losses can be offset against capit...
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...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...