WILLIAM TRUONG | FRIDAY, 4 MAR 2016 For some, charitable giving is part of a lifelong mission to help others and goes far beyond donating clothes or making small, one-off donations to support a favourite cause. For these people, charitable giving can form an integral part of their investments ... Read more  RAEWYN WILLIAMS | TUESDAY, 3 NOV 2015 Investing with an after-tax focus is an idea whose time has come. But every idea is only as good as its implementation, and superannuation funds are now facing the important question of who can help. Read more FRANK MULCAHY | TUESDAY, 3 NOV 2015 Being a UK expatriate in Australia means that there is an additional layer of complexity in managing your financial planning, no matter how long since you lived in the UK. This White Paper discusses the key financial planning issues of Tax, Investments ... Read more IOOF TECHNICAL SERVICES | THURSDAY, 11 DEC 2014 You're invited to a meeting with an accountant to talk about a client's entitlement to tax relief under the small business capital gains tax (CGT) concessions. Knowing you can't provide tax advice, the accountant wants your input on two ... Read more ANNA HACKER | THURSDAY, 11 DEC 2014 Estate planning is not just the preserve of the elderly or the sick. Every Australian, regardless of their age or health, should consider an estate plan that takes into account their assets and family situation. Read more HENRY WALACHOWSKI | THURSDAY, 10 JUL 2014 What do you do if you and your spouse have an SMSF and want to ensure that your superannuation entitlements get paid to your preferred beneficiary if you pass away? Read more  DANTE DE GORI | THURSDAY, 10 JUL 2014 The new financial year has arrived with a bang for financial planners with the Tax Agent Services Act 2009 (TASA) regime now applying to the profession. Read more ANNA LAWTON | TUESDAY, 25 MAR 2014 To understand the need for advice for those needing aged care, we need to understand what it is that causes a person to seek advice in the first place. Read more  PETER GARDNER , DON HAMSON | TUESDAY, 13 AUG 2013 There are various issues that Australian share investors should consider regarding tax rates, including the proper management of tax lots. Read more MARK RATCLIFF | TUESDAY, 13 AUG 2013 he Small business tax concessions are a specific part of the income tax legislation which allows Australian resident tax payers which incur a capital gains liability from the disposal of a small business various forms of capital gains relief. Read more |
Latest News
Advised clients more satisfied despite heightened costs: Report
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice.
First Guardian victims advance in case against InterPrac
The Federal Court has forced InterPrac Financial Planning to pay two victims of the First Guardian Master Fund that collectively lost a total $465,000.
Frontier Advisers brings Segal Macro, LCP partnership to close
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership.
Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will be fairer for financial advisers.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
The bond market's inflation blind spot
While markets have reacted to the latest escalation in the Middle East, longer-term inflation pricing continues to imply that these disruptions will be ...
Confidence to spend: why retirement planning is about more than investment performance
Many retirees face a critical challenge in retirement, and that is how to spend confidently not knowing how long their savings will last.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
