All Articles tagged with 'tax'

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SPAA calls for rethink on tax after death

From SMSF Association

The Self Managed Super Fund Professionals’ Association (SPAA) has expressed concern about a draft tax ruling which clarifies that income derived from assets supporting the payment of a pension from a

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27 Jul 2011

Strategy for making contributions important to avoid excess risk, says expert at SPAA National Conference

From SMSF Association

There are ways to manage excess contributions and contribution strategies to consider The halving of the super contribution caps has resulted in rising instances of people making excess contributions and

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24 Feb 2011

SPAA National Conference: SPAA predicts year of clarity for SMSFs

From SMSF Association

SPAA will work towards resolution of the excess contributions tax issue for investors and replacement of the accountants’ exemption as new SMSF issues emerge The Self Managed Super Fund Professionals’

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23 Feb 2011

ACSA announces winners of 2011 industry awards

From ACSA - Australian Custodial Services Association

Nikki Bennett, Dañelle Michael and Tony Stolarek recognised for their contribution to the custody and investment administration sector The Australian Custodial Services Association (ACSA) has announced the winners of the

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18 Feb 2011

Custody to be under the spotlight in a rebalancing world

From ACSA - Australian Custodial Services Association

The peak body for Australia’s growing custodial and investment administration sector ACSA says the industry will face some unique challenges as it continues to meet the needs of institutional clients

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15 Feb 2011

FPA lobbying helps secure ASIC’s role as sole regulator of Financial Planners

From FPA - Financial Planning Association

The Financial Planning Association (FPA) supports today’s announcement having fought hard for ASIC to remain the sole regulator of Financial Planners. ASIC oversees the regulation of financial planners and all

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10 Feb 2011

Actuaries call for wider debate on solutions for coping with future floods

From Institute of Actuaries of Australia

The devastating damage to property caused by the Queensland floods, has prompted the Institute of Actuaries of Australia to call for a national solution to manage future floods and natural

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09 Feb 2011

Russell targets after-tax returns for super funds

From Russell Investments

Russell Investments is tackling a gap in the market for a comprehensive after-tax solution for super funds with the launch of its first Australian fund specifically tailored to enhance after-tax

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08 Feb 2011

FPA welcomes TFN legislation

From FPA - Financial Planning Association

The FPA welcomes Friday’s announcement introducing draft legislation to enable Tax File Numbers (TFN) to be used by super funds as the primary source to identify superannuation accounts and match

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07 Feb 2011

SPAA calls for action on annual contribution caps and excess contributions tax in Federal Budget submission

From SMSF Association

SPAA says superannuation caps must be returned to pre 2009 levels The Self Managed Super Fund Professionals’ Association has today called for excessively low superannuation contribution caps to be restored

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03 Feb 2011

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CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]