TAXATION

Superannuation

SMSF succession planning requires careful planning and the submission of extensive documentation. Daniel Butler and Nathan Papson explore some of the aspects of this proc...

Superannuation

The self-funded nature of SMSFs should be reflected in their tax treatment, according to SPAA....

Financial planning

The ATO has warned of the significant tax implications for people involved in illegal early release super schemes....

Life/Risk

Macquarie Adviser Services has welcomed recently issued income tax regulations that clarify the extent to which super fund trustees can claim tax deductions for life and ...

Superannuation

The Self Managed Super Fund Professionals' Association (SPAA) has called for the Government to increase the standard concessional contribution cap by $10,000 to $35,000 f...

Financial planning

Bravura Solutions has released the latest version of its private wealth and portfolio administration software to deal with the Government's regulatory changes to the Taxa...

Financial planning

Bravura Solutions has released the latest version of its private wealth and portfolio administration software to deal with the Government's regulatory changes to the Taxa...

Financial planning

Deborah Wixted questions whether provisions of limited relief regarding excess contributions tax could be classified as 'relief'....

People & Products

National Australia Bank (NAB) has announced the appointment of Dr Ken Henry AC to the role of non-executive director....

Superannuation

The Government should amend the tax system to help Australians build their retirement savings, Financial Planning Association (FPA) chief executive Mark Rantall has said ...

Financial planning

Perpetual has announced it will outsource third party provision of portfolio and fiduciary administration services for Private Wealth clients to Macquarie Investment Mana...

Superannuation

Mike Mitchell outlines the strategy implications a recent ATO Draft Ruling could have for SMSF trustees deciding whether to borrow to buy property in or outside super....

Superannuation

The High Court has deemed the superannuation guarantee to be a tax....

Editorial

David Glen proposes a number of points that the life insurance industry can address during the upcoming Tax Summit - including tax incentives for life policies outside of...

Financial planning

As the financial planning industry moves towards a fee-for-service environment, there is a pressing need to ensure clients understand exactly what they are paying for, ac...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 1 day ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 1 day ago

ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...

4 weeks 1 day ago