Centrelink attribution & testamentary trusts

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Do your clients with testamentary trusts have beneficiaries who are Centrelink administered benefit recipients? Have you discussed how these arrangements will operate and the impact they will have on the

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Oliver’s Insights: The going gets tougher for the lucky country

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Australian economic growth was solid at 3.7% over the year to the June quarter. However, the best has been seen with growth set to slow below 3% over the year

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Advisers and accountants can work together

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Since the announcement in June this year by the Minister for Financial Services and Superannuation, Bill Shorten, of the removal of the Accountant’s Exemption, there has been much discussion about

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Kate Mulligan stepping down from Ventura/ All Star

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Tony Robinson, CEO of the Centrepoint Alliance Group, has announced that Kate Mulligan will step down from her role with Ventura. Tony Robinson said  “Kate has done a terrific job

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Assessment of the announcement by the European Central Bank

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The European Central Bank’s (ECB) new ‘Outright Monetary Transactions’ (OMT) program will enable the ECB to make unlimited, sterilised purchases of sovereign bonds in the secondary market. This latest move

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Weekly economic & market update – Super Mario (and probably the Fed) to the rescue

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Outlined below is the weekly economic and market report that reviews the key developments of the past week for investment markets and the outlook. After committing to do whatever it takes

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Happy 21st Birthday Australia!

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The Australian economy has just completed its 21st year of growth; the last recession ended in the June quarter of 1991. It is the longest expansion in Australia’s history. In

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Australians at risk of underinvestment in Asia

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Despite Australia’s economic involvement with Asia, and indeed reliance on the region, Australians are underinvested there, David Bryant, chief executive officer of Australian Unity Investments (AUI), has warned. “Not having

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Negotiating aged care accommodation bonds

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This Article was updated on December 17, 2013 – To view the update click here. Too often articles and information published on aged care focus on how to reduce the accommodation bond.

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Zenith rates GDI No.36 Perth CBD Office Trust Recommended

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The GDI No. 36 Perth CBD Office Trust (the Trust) is a single asset, closed ended unlisted property fund. Strategically placed to provide investors with exposure to the strong Perth

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