TAX CUTS

Financial planning

Financial advisers have been querying whether the Government’s proposed annual superannuation performance test could lead to some MySuper funds to review their investment...

Funds management

Brexit is making the UK ‘uninvestable’ according to Morgan Stanley’s head of wealth management research Nathan Lim....

Financial planning

The start of a new financial year and two rate cuts from the Reserve Bank of Australia make this the ideal time for Australians to review their finances, according to Dix...

Policy & Regulation

With the Government last night announcing the Federal Budget is in a $7.1 billion surplus, Martin Currie’s chief investment officer, Reece Birtles, expects consumer spend...

Policy & Regulation

The Federal Government has delivered what it is describing as the largest personal income tax since the Howard Government....

Financial planning

Small businesses are delaying hiring and investment decisions until after the federal election, new research from Westpac has revealed. ...

Financial planning

The Financial Planning Association and other industry groups have warned that many people will need advice to navigate the Government’s Budget changes....

Policy & Regulation

The Federal Government has intervened to make clear it does not intend that passive investment vehicles should benefit from its company tax cuts....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 months ago

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

3 months 3 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...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

3 days 8 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week ago
moneymanagement logo