INCOME TAX
Policy & Regulation
Pension investors aged between 55 and 59 could save hundreds of dollars as part of the Government's proposed carbon tax relief package, according to National Australia Ba...
Superannuation
There are many rules and requirements around claiming a tax deduction for a personal superannuation contribution. The process certainly requires some careful planning. An...
Financial planning
The 2011 financial year brought many changes to the financial services industry, and many are yet to come. John Perri has provided a snapshot of the activity coming out o...
Superannuation
Peter Burgess takes a look at steps which need to be taken to ensure superannuation contributions are correctly allocated and classified for tax purposes....
Policy & Regulation
Australia's taxation of foreign managed funds will soon be aligned with countries including the US, the UK, Hong Kong and Singapore, as the Federal Government rolls out i...
Superannuation
Actuarial certification offering being well received in SMSF sector....
Superannuation
The 2011-12 financial year will see significant reforms impacting the entire financial services industry, while the Government has recognised strategy as the most importa...
Superannuation
Graeme Colley explains how the streamlining of deductions for the cost of permanent disability insurance through superannuation provides greater clarity around taxation i...
Superannuation
Craig Day reveals some timely advice on how to avoid the end of financial year SMSF traps....
Superannuation
The May 2011 Federal Budget contained a number of proposed superannuation changes. However, they are unlikely to cause any significant change in the way clients will go a...
Superannuation
A Government proposal to allow a tax rebate on super contributions for low-income workers has received a warm welcome....
Tools & guides
Martin Breckon outlines the forthcoming changes to TPD insurance in superannuation, including recent amendments to simplify the way funds can determine the deductible pre...
Financial planning
The Assistant Treasurer and Minister for Financial Services, Bill Shorten, has introduced legislation that will ensure capital gains and franked distributions can continu...
Financial planning
Over half of advisers surveyed have neutral feelings towards the Federal Budget announcements, with only 24 per cent positive and 18 per cent negative, according to Midwi...
Tools & guides
Tim Sanderson considers the benefits of implementing a transition-to-retirement strategy for clients....
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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...