Investment HAROLD SHAPIRO | SUNDAY, 1 JAN 2006 Australians have always been savvy investors, scrutinising investment options and tailgating the trends. Yesteryear it was large pooled super funds, which then moved to self-managed super funds with products being created to facilitate market demand ... Read more RICHARD STACKER | SUNDAY, 1 JAN 2006 Direct property investments are unlisted managed funds investing in properties built for business, such as office, retail, industrial and other specialist sectors like hotels and hospitals. A growing number of investors are recognising that the income ... Read more ROSS HIGGINS | SUNDAY, 1 JAN 2006 Financial advisers have a new way to improve after-tax investment performance for higher taxed clients. By using imputation bonds, they can combine the long-established taxation benefits of an insurance bond with an innovative, re-engineered investment ... Read more Taxation & Estate Planning BENEDICT DAVIES | SUNDAY, 1 JAN 2006 The Treasurer's 11th Budget was headlined by the announcement that the top two rates of tax are to be cut by 2 cents in the dollar and the tax brackets are to be uplifted. However, there were only minor changes to the Family Payments system. This ... Read more Applied Financial Planning  STEVE DAVISON | SUNDAY, 1 JAN 2006 Many financial advisers associate succession with selling their business and exiting the industry, rather than with building a business that will live beyond its current owners. This lack of planning may stem from the common misconception that succession ... Read more  DOUG WEBBER | SUNDAY, 1 JAN 2006 It's often said that plumbers have the leakiest taps in the street and cobbler's children have no shoes. Likewise, from my experience, many financial planners have shortcomings in a major issue connected with their long-term financial well-being. ... Read more Superannuation  GRAEME COLLEY | SUNDAY, 1 JAN 2006 As a segment of the superannuation industry, self-managed superannuation funds (SMSFs) display a wide range of characteristics. Some have investment portfolios with highly diversified arrangements traded on a regular basis. Others invest within a limited ... Read more DAVID SHIRLOW | SUNDAY, 1 JAN 2006 Essentially, the plan remains as previously announced, but the new details do indicate a change of position on some proposals as well as a welcome clarification of other proposals (albeit in some cases with an unwelcome result). The announcement is ... Read more GILES CRAIG | SUNDAY, 1 JAN 2006 The word "challenge" has several connotations. For many investors, the challenge of running a self-managed super fund (SMSF) is one to be relished. The challenge is to beat the professionals at their own game. In this article, however, we ... Read more MARTIN BRECKON | SUNDAY, 1 JAN 2006 What are "anti-detriment benefits"? On the death of a superannuation fund member, certain death benefit recipients may be eligible to receive a top-up amount on their share of the benefit amount of account balance and any insurance. This is ... Read more |
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Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
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Are US assets becoming less desirable?
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The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
