INCOME TAX

Funds management

Financial advice division the highlight of Australian Unity performance....

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Funds management

Account-based pensions overlooked as investment vehicle....

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Financial planning

A technical issue which prompted AFS Group not to establish a trust account via which it could remunerate authorised representatives has ended up denying those planners t...

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Superannuation

If you have advised that superannuation is tax deductible to your director-client and they do not have in place whatever their rules require, your advice will have been w...

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Superannuation

SPAA's Graeme Colley highlights the changes to death benefit pension rules....

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Superannuation

Recent legislative change has cast a shadow over whether reversionary pensions are actually all that important, writes Aaron Dunn. ...

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Superannuation

Can the ATO access a taxpayer’s superannuation when bankruptcy looms? David Oon and Bryce Figot explore this matter further....

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Superannuation

SPAA argues that this year’s ATO compliance focus makes getting appropriate advice even more essential....

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Superannuation

The ATO’s options in dealing with recalcitrant SMSF trustees are still limited, according to Aaron Dunn. ...

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Superannuation

SPAA is urging SMSFs to get quality advice after the ATO announced it would increase its monitoring of the sector. ...

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Policy & Regulation

The ATO has set its agenda for targeting high net worths in 2013/14....

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Superannuation

Those hardest hit by the $100,000 limit on the pension income tax exemption may well be those left behind after the death of an SMSF pensioner, according to Bryce Figot a...

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Superannuation

Graeme Colley warns some business owners who are nearing retirement fail to understand the complexity surrounding the eligibility criteria for CGT concessions and end up ...

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Financial planning

Final purchase price dependent on future earnings of scaled advice platform...

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Superannuation

There might be some important tax planning that needs to be done between now and 30 June, according to SMSF Academy's Aaron Dunn. ...

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MARKET INSIGHTS

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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

11 hours 59 minutes ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

13 hours 43 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 13 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago