TIM PEPPER | TUESDAY, 1 JAN 2008 In the final days of the Howard Government new laws were passed which allow super funds to borrow using a specific type of structure. These new laws have been quite broadly drafted but there are traps for the unwary. In April 2008 the ATO released several ... Read more ROB LAVERY | MONDAY, 1 JAN 2007 Before 1 July 2007, employment termination payments and payments from superannuation funds were both 'eligible termination payments' which received similar tax concessions to encourage individuals to save for their retirement. Due to the significant ... Read more  DON HAMSON | MONDAY, 1 JAN 2007 Most performance surveys for Australian sector funds are presented in gross terms, before fees and particularly before tax. But both fees and taxes are important for most investors in Australia. In this paper we estimate the impact of taxes for various ... Read more 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 RAY NEALE , LEIGH SMITH | SUNDAY, 1 JAN 2006 In July 2004 the Australian Taxation Office (ATO) issued draft determination TD2004/ D22.This draft determination presented a view that tax advice given in a non-representational capacity,which was incidental to another service or advice, would not ... Read more |
Latest News
Former financial adviser charged in alleged $160k super fraud case
|Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs).
Reducing super tax cap to $2m 'a concern': FAAA
|The FAAA has voiced concerns over the Labor government's proposed superannuation tax, saying if they are negotiating with the Greens, a reduction in the cap to $2 million would be problematic.
FAAA calls for stronger consumer protections in advice reforms
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury on the Delivering Better Financial Outcomes (DBFO) ...
Adviser numbers jump in March quarter: Rainmaker
The March quarter saw the highest number of financial advisers join the sector in the last seven years to reach 15,982, according to Rainmaker Information.
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
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
