Financial Services Council welcomes Investor Manager Regime

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John Brogden, CEO of the Financial Services Council, today welcomed the Federal Government’s changes to the income tax treatment of investment income of foreign funds. “The Investment Manager Regime was

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Addwealth launches superannuation fund

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Niche player bucks the ‘beige’ trend in super Financial planning and funds management company Addwealth has today launched its own superannuation fund, the Addwealth Advantage Super Fund. The new fund,

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Russell enhances diversified products to include new strategies and tailored asset allocations

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Russell Investments has today announced a series of enhancements to the strategic asset allocation (SAA) of its suite of diversified managed funds and pooled superannuation trusts (superannuation investment vehicles). They

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Family Trusts, Private Companies and Centrelink – how do the Attribution Rules affect your Retiring Clients?

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This Article was updated on July 23, 2012 – To see the update click here . It is surprising how often I receive calls from advisers asking me to explain how

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Shorten shows he’s listening

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Bill Shorten, Assistant Treasurer and Minister for Financial Services and Superannuation has already demonstrated that he is a true advocate of the financial services industry, focused on ensuring that the

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Budget deficit soars to record high

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Federal budget The underlying budget deficit hit a record high of $63.3 billion in the twelve months to September 2010, indicating that the Government has plenty of work to do

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Maximising the value of your business

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As we are regularly reminded by the media, we are entering a period of unparalleled intergenerational wealth transfer as the baby-boomer generation reaches retirement age. It’s also a period where

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2010 – How ‘healthy’ are Australian practices?

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As Australia’s baby boomers move inexorably towards their retirement, many will turn to their financial adviser for help and guidance. How much will they need to fund their retirement? What

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Budget outcome: Better than expected… again

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Federal budget update The Federal Budget deficit stood at $54.8 billion in 2009/10 (4.2 per cent of GDP), an improvement of $2.3 billion on the estimate made just four months

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SPAA welcomes new superannuation minister Mr Bill Shorten

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SPAA looks forward to engaging the new minister on SMSF issues The Self Managed Superannuation Funds Professionals Association (SPAA) has today warmly welcomed the appointment of Mr Bill Shorten MP

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