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Showing 1 - 10 of 48 results for "Tax planning"

Family office succession takes back seat to investments

KARREN VERGARA | FRIDAY, 5 JUN 2026

... employ formal financial performance measurement and annual budgeting processes. Specialist areas like legal services, tax planning, and cybersecurity are commonly outsourced. UBS found, however, that activities tied closely to family dynamics show a ...

Senate report provides fuel for CGT discount tweak

JAMIE WILLIAMSON | THURSDAY, 19 MAR 2026

... in "a degree of concessional treatment relative to labour income which can distort decision making and incentivise tax planning." The current discount provides for a 50% reduction to the tax payable on an asset held for 12 months or more. The government ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA | THURSDAY, 19 FEB 2026

... the Division 296 superannuation tax soon becoming a reality, members with large sums of wealth must consider their tax planning and retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI | FRIDAY, 29 AUG 2025

... five different metrics. The formula includes appropriate asset allocation (1.3%); behavioural coaching (3.1%); and tax planning (1.2%), while guidance on financial trade-offs, and expertise were considered "variable" and "priceless", respectively. Other ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON | FRIDAY, 21 MAR 2025

... purchase or disposal of non-super assets or other financial products, holistic financial planning, and estate and tax planning advice. Finally, funds will be able to send targeted prompts to members - or 'nudge' them - at specific lifestages ...

Millions of Aussies want episodic advice: Research

MATTHEW WAI | FRIDAY, 6 DEC 2024

... support is most needed include retirement financial security (30%), developing investment strategies (30%), managing tax planning (27%), and home buying (25%), the report noted. Of those open to seeking financial advice, over half prefer 'one-off episodic ...

Trust in advisers reaches new high: Survey

KARREN VERGARA | WEDNESDAY, 2 OCT 2024

... client portfolios in 2024, split across guidance provided on asset allocation (1.1%), behavioural coaching (3.3%), and tax planning (1.3%). FAAA's study also debunks the myth that financial advice is solely for the rich. At his own practice, Globe ...

Pitcher Partners executives launch advice firm

KARREN VERGARA | FRIDAY, 27 SEP 2024

... disruptions for the clients of Pitcher Partners". Some 40% of Viola Private Wealth clients continue to receive accounting, tax planning, or other services from Pitcher Partners. "Charlie is an amazing operator and he has wanted to shape his own destiny ...

Advisers add 5.7% premium

KARREN VERGARA | WEDNESDAY, 4 SEP 2024

... advisers add of 5.7% is broken down into guidance provided on asset allocation (1.1%), behavioural coaching (3.3%), and tax planning (1.3%). More than half of the 5.7% benefit was derived from advisers' ability to help clients avoid kneejerk decisions ...

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN | FRIDAY, 7 JUN 2024

... will transfer more than $80 trillion, spurring demand for both financial services (such as investment management and tax planning) and non-financial services (including philanthropy, concierge services, passion investments, and networking opportunities). ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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