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Showing 11 - 19 of 19 results for "Tax strategies"

Tax strategies from ATO, Cavendish

ELISE BURGESS  |  FRIDAY, 17 JUN 2011
The Australian Taxation Office (ATO) has cautioned investors when creating a tax effective strategy, warning of the hidden consequences of new investment arrangements. The ATO has issued a new guide, Understanding tax effective investments, in a bid ...

High net worth clients being under advised

ELISE BURGESS  |  THURSDAY, 21 APR 2011
... most of out their relationships with high net worth clients, according to a survey of 1,287 US investors, with tax strategies and estate planning the biggest gaps. The Dow Jones Affluent Investor Study found advisers don't do enough to leverage their ...

Russell fast track after-tax investing

ELISE BURGESS  |  WEDNESDAY, 9 FEB 2011
... performance. The Russell After-Tax Australian Shares Fund (for Superannuation Investors) applies both pre- and after-tax strategies, in many cases before trading has started to provide the maximum outcomes for super funds. "Russell's fund encompasses ...

US reforms open doors for tax-savvy advice

MATT WOODINGTON  |  WEDNESDAY, 9 FEB 2011
... welcomed proposed reforms that will call to an end a government ruling that stops them from recommending certain tax strategies. The planning industry welcomed the decision of the US Senate Committee on the Judiciary to send the Patent Reform Act of ...

More info on super, please

RUTH LIEW  |  FRIDAY, 4 SEP 2009
Current economic events and the best super tax strategies are two of the top issues super fund members want to know more about, according to one industry fund. The $3.2 billion CSRF recently surveyed its newsletter readers, and noted that super tax ...

Praemium wins UK platform deal

... the forthcoming proposal to change Capital Gains Tax, professional advisers will be rethinking and exploring the tax strategies which are appropriate for their clients. We believe the new tools we hope to develop with PrA|mium will provide a very valuable ...

'Tis the season to be philanthropic

CHRIS NICHOLLS  |  TUESDAY, 5 JUN 2007
... establish philanthropic structures, and how advisers can assist in integrating those plans with wealth, retirement and tax strategies.

Investec measures value of advice

... from their stock-picking and tactical asset allocation through to superannuation, estate planning and efficient tax strategies. "We stick our hand up to say whether the [portfolio] performance is from us or from the market." Investec has already reaped ...

Count to include equity release on approved list

... running a series of seminars to educate future and existing retirees on super splitting, transition to retirement and tax strategies.
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