Tell your clients how they can avoid tens of thousands of dollars in litigated fees, family grief and anguish all because of a $29.95 will they bought from their local newsagent. Read more

In this paper Lindsay Stoddart, Stoddart Legal, explores what the future holds for self managed super fund tax concessions. Read more

From a tax perspective, most advisers when working in personal insurance may concentrate on deductibility of premiums and whether to hold insurance in or out of super. Advisers working in business insurance have a lot more to consider - not only deductibility ... Read more

Family members and carers of people who have a severe disability have been able to establish a special disability trust since 20 September 2006. The purpose of this trust is to provide financial assistance for the needs of a severely disabled person ... Read more

With over half of all SMSF members aged 55 or over, and one-fifth aged 65 or over, it's more important than ever to plan for the succession of SMSF benefits, fund assets and funds. This paper will canvass some of the key drivers of SMSF estate planning ... Read more

This paper follows on from a series of Russell research papers advancing a framework for choosing between active and passive investment styles. This paper introduces an after-tax investing perspective and identifies key differences in how an after-tax ... Read more

The Taxation of Financial Arrangements, or TOFA, is one of the most significant changes to occur to the Australian Taxation Act over the past two decades. Its aim is to reduce existing taxation distortions for Australian taxpayers and it broadly affects ... Read more

Russel Hannah believes that the most valuable asset of businesses are its people, and without key individuals, most small to medium-size businesses (SMEs) are unlikely to reach their full potential. This is one important reason why these companies must ... Read more

For many Australians, retirement planning is a distant thought. According to Dr Lester Wills, many studies have already shown that a majority of us are not planning for retirement properly. In his paper, he outlines the attitude most people have about ... Read more

The Labour government's new R&D tax credit program seeks to motivate Australian companies with additional incentives to put more resources into research and development activities. The decision to commit $1.4 billion on the R&D tax credit ... Read more