Advisers left in dark with FASEA code: AFA
Many questions are unanswered with FASEA’s public position on commissions and conflicts of interest, AFA’s general manager of policy and
Advice opportunity exists with lack of retirement information
A large proportion of Australians are searching for information online to help them plan for their retirement and not finding what they need
Family trust tax ‘trap’ lurks beneath the surface
Advisers should take caution on client family trusts with reimbursement agreements that can be taxed on an entitlement at the maximum person
IPA hails legislation of SG amnesty bill
The Institute of Public Accountants has commended the government for legislating the superannuation guarantee amnesty, calling it “an oppo
FPA says compensation scheme should not replace regulation
The Financial Planning Association says the Australian Financial Complaints Authority’s compensation scheme of last resort (CSLR) for advi
Discretionary trusts now have ‘substantial sting in the tail’
Discretionary trusts could be required to pay more than double the amount of duty when purchasing property in Victoria as the State Revenue
Simplification of CGT system could hurt SMSF trustees
SMSF trustees who are small-business owners may have limited time to maximise their CGT concession contributions into super, with the govern
Adviser permanently banned for misuse of client SMSFs
A Queensland-based financial adviser has been permanently banned by the corporate regulator after it was found he recommended his clients to
Bryan Ashenden
Building superannuation for clients over 65
Jim Hennington, David Orford and Peter Rowe
What is an investment-linked annuity?
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