TAXATION
Policy & Regulation
ATO to ask individuals and advisers to explain offshore tax structures. ...
Editorial
Many advisers feel it’s time the investment train pulled away from the platform, but what sort of ride are they in for? Benjamin Levy reports....
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...
Superannuation
Treasury officials have briefed the industry on the legislation to remove super tax concessions to upper-income earners....
Superannuation
If the Government’s super tax changes ever make it into law, they are likely to create planning opportunities....
Superannuation
The Govt’s move on super tax concessions for high income earners from the last Budget has finally made it into legislation....
Superannuation
Small business owners who aren't earning enough taxable income to contribute to super should consider other alternatives and avoid the additional legislative risk of supe...
Superannuation
SMSF advisers query whether concessional caps are prejudicial against small businesses....
Superannuation
Wayne Swan and Bill Shorten have decided to end the speculation about what the upcoming Federal Budget brings for the superannuation industry. Money Management spotlights...
Financial planning
End of financial year is always a busy period for financial planners, but it also represents a big client engagement opportunity, writes Janine Mace....
Financial planning
The end of a financial year is a period when planners rush to help their clients with tax strategies, but as Janine Mace reports, it is important they focus on their own ...
Financial planning
Although it seems to have been going on forever, the saga of financial planners and the Tax Agent Services Act 2009 (TASA) seems to be finally reaching a crescendo. ...
Superannuation
Shorten releases list of low-paid workers he says would be hit by Coalition super approach....
Policy & Regulation
Treasury are concerned further reforms to develop a deeper deferred lifetime annuity market may create a tax loophole for planners and product developers said The Actuari...
Policy & Regulation
Advisers servicing former or current non-residents should be mindful of the proposed changes to capital gains tax, according to Hall & Wilcox Lawyers....
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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...