INCOME TAX

Financial planning

Greased curls, tight black jeans and night fever dance moves mix with cliched, Aussie 'wog' lines in Australia's latest foray into the world of film The Wog Boy. Box offi...

Financial planning

The investment industry has given the thumbs up to the New Zealand Government's anti tax avoidance measure on contributions to employer superannuation funds....

Financial planning

The savings and investment industry has reacted positively to the New Zealand Gov-ernment’s anti tax avoidance measure on contributions to employer superannuation funds....

Policy & Regulation

With any strategy or transaction undertaken by a financial adviser on behalf of a client, consideration must be given to the anti-avoidance rules of the Income Tax Assess...

Financial planning

The Financial Planners and Insurance Advisers Association (FPIA) has launched a Web site in an attempt to lift the profile of the organisation....

Financial planning

New Zealand’s Labour government has back-tracked on its pre-election promise to introduce an income tax funded superannuation fund in the face of parliamentary op-positio...

Financial planning

New Zealand’s lacklustre superannuation industry has received a much needed shot in the arm from the Labour Government’s new tax regime....

Financial planning

The refund of surplus franking credits is emerging as one of the big issues arising from the Ralph reforms, according to a recent AM Corporation survey....

Policy & Regulation

Financial planners are in the midst of a tax revolution. The revolution means that a tax-effective structure or strategy used by a financial planner or accountant six mon...

Financial planning

The investment industry appears unfazed by the election of a centre/left Government in New Zealand and has adopted a ‘business more or less as usual’ approach to the resu...

Financial planning

New Zealand First’s proposed compulsory superannuation scheme would act “like a big unit trust but with no fees” according to NZ First analyst Roly Metge....

Policy & Regulation

From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...

Life/Risk

Insurance bonds can still be a valuable investment tool and should not be ig-nored by financial planners, according to Mike Newton, director of Sovereign Funds Management...

Policy & Regulation

From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...

Financial planning

The focus by senior executives on investment options has tended to centre on greater control over their superannuation affairs, long term retirement wealth creation and e...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

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

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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