INCOME TAX
Financial planning
When a member of a super fund dies, benefits which they have accumu-lated in the fund may be paid out to their beneficiaries in the form of either a lump sum or as a pens...
Policy & Regulation
On March 26, the Prime Minister announced a package of new tax incen-tives for gifting. These incentives will appeal to philanthropically inclined financial planning cli...
Financial planning
The Managed Investments Act 1998, (MIA) made changes to the regula-tion of managed investment funds with the aim of ensuring greater ac-countability of fund managers to i...
Financial planning
Self managed super funds are continuing to go through boom times. With the lead up to June 30, an unprecedented number of self-managed super funds are being es-tablished....
Superannuation
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...
Superannuation
Rules regarding membership, compliance and administration of self-managed superannuation funds (SMFs) are well on the way to being clarified....
Financial planning
Amidst all the talk of mergers and acquisitions in the life insurance industry, it’s easy to lose sight of the strength and size of the industry in Australia. ...
Financial planning
The commencement of every new year ushers in new legislative arrangements with the potential to impact financial planning advice. Stephen Manassah focuses on seven legisl...
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MARKET INSIGHTS
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...