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Financial planning

Financial advisers who focus on communication with clients benefit at the bottom line...

Superannuation

ASFA reflects views of industry by maintaining its opposition to an industry levy to pay for AUSTRAC....

Superannuation

The Opposition dismisses as “hysterical” the reaction to its decision to extend the phase-in over the SG rise....

Superannuation

Assuming the Government's proposed changes to superannuation become law, they are likely to have a significant impact on certain super fund members. DBA Lawyers' Daniel B...

Financial planning

Equity Trustees’ Anna Hacker warns of the consequences of appointing an executor without considering the consequences....

Superannuation

ASFA CEO Pauline Vamos has called for calm and considered debate about the future of the superannuation system....

Super funds will have to disclose all types of advice-related fees charged to members after the new APRA reporting standards take effect on 1 July. ...

Financial planning

Latest figures from Radar Results indicate risk clients under 50 are a planner’s most valuable asset....

Superannuation

ASFA has called on the industry to debate the true facts of key issues surrounding Australia’s superannuation industry....

Superannuation

With a growing number of SMSFs drawing income streams, failure to meet the minimum pension obligations within a financial year could deny a fund all or some of its tax ex...

Superannuation

The benefit of franking credits in an SMSF cannot be underestimated, especially when the fund is in pension phase, writes Graeme Colley. ...

Superannuation

Daniel Butler and Nathan Papson note that changing an existing non-reversionary defined benefit pension to be reversionary may give rise to certain issues....

Superannuation

Nicholas Ali describes the rules around SMSFs claiming the exempt current pension income where the trustees have not met the minimum pension payment standards. ...

Editorial

Staying out of growth assets is the biggest mistake financial advice clients make at the moment, according to David Bryant from Australian Unity Investments, who argues r...

Superannuation

Superannuation funds will be exempt from tax on pension stream assets for deceased estates under draft regulations released by the Federal Government to amend income tax ...

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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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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

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A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

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