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Superannuation
David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...
Superannuation
The Federal Treasurer, Wayne Swan, is set to release the details of the superannuation changes foreshadowed for inclusion in the Federal Budget....
Superannuation
SMSF trustees need to be conscious of lumpy assets such as property within their fund portfolios in the event of death....
Financial planning
The Australian Taxation Office (ATO) has urged taxpayers to seek independent financial advice before entering so-called tax avoidance schemes as they prepare to lodge the...
Superannuation
The Government's intended Budget changes to superannuation are just a reincarnation of the super surcharge, according to the Small Independent Superannuation Funds Associ...
Financial planning
The Financial Planning Association has welcomed the announcement by Assistant Treasurer David Bradbury exempting financial planners from the taxation services regime unti...
Superannuation
With the Government virtually certain to change superannuation tax arrangements in the Budget, the industry and the Opposition are continuing their warnings....
Superannuation
Superannuation is usually the biggest talking point for most advisers during tax season. Concessional contribution caps will certainly be top of mind this year given the ...
Financial planning
Although clients’ tax issues are the main focus for financial advisers at this time of year, as business owners and employers they also need to ensure enough time is set ...
Superannuation
David Shirlow explains how to use insurance to address SMSF property investment liquidity....
Financial planning
The financial services industry in tax havens could suffer immensely if the proposed crackdown is carried out, according to a study from RMIT University....
Editorial
SFG Australia has announced a 5 per cent increase in net profit after tax, boosted by cost savings from the integration of Snowball Group and Shadforth Financial Group....
Editorial
Business risk insurance should be a key component of every risk strategy, but only a fraction of companies are properly insured, writes Jason Bamford....
Superannuation
While Challenger has sought to put annuities on the agenda for the first Superannuation Roundtable meeting, the FPA is pushing its own line on concessional contributions ...
Superannuation
Given the Government's push to improve insurance levels in the SMSF sector, Cameron Peck outlines the technicalities and implications of taking out death and permanent di...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...