Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 51 results for "Tax planning"

Advisers put on notice: HLB Mann Judd

CASSANDRA BALDINI  |  TUESDAY, 7 FEB 2023
... amounts coming in, which carries the risk of prosecution," he said. "It reinforces the need for an appropriate level of tax planning before any transactions are undertaken. It's also an education opportunity for many new entrants as it can set them up ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... formula that weighted, appropriate asset allocation, behavioural coaching, choices and trade-offs, expertise, and tax planning. "There is research that suggests that asset allocation drives over 85% of the investment outcome for an individual, yet this ...

Government strengthens multinationals tax laws

CASSANDRA BALDINI  |  MONDAY, 8 AUG 2022
... government issued its multinational tax integrity package which aims to stop MNEs from adopting increasingly sophisticated tax planning practices. "MNEs can take advantage of the differences between jurisdictions' tax systems to minimise their tax paid ...

Colonial reveals Australia's huge untapped workforce

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... specialised financial advice to help navigate the mid-life crunch. Advice such as assistance with cash flow management, tax planning, retirement planning and the management of social security. "The financial advice sector understands there is an increasing ...

UK wealth firm eyes Aussie expansion

JAMIE WILLIAMSON  |  THURSDAY, 13 JAN 2022
... a capital markets business in Singapore. The focus will range from investments to credit, estate, succession and tax planning. In particular, Gladstone sees Australia as a private banking and trust center for South Asia and the Oceania, alongside Singapore. ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... 6% increase in the number of SMSF trustees with unmet advice needs in investment strategy, retirement planning and tax planning. Only 39% of the 3000 SMSF trustees surveyed prefer relying on professional advice while 61% were open to using free non-personalised ...

Expats sweat as main residence CGT cut-off looms

ALLY SELBY  |  THURSDAY, 28 MAY 2020
... ordinary Australian tax resident or if they are forced to sell due to personal circumstances they will have to seek tax planning advice prior to the sale so they can have an opportunity to reduce their overall CGT burden at a non-residents tax rate," ...

ATO cracks down on SMSFs

ELIZABETH MCARTHUR  |  FRIDAY, 21 FEB 2020
... for the ATO are illegal early super release promoters, non-lodgement of tax returns by SMSFs, the top 100 SMSFs and tax planning, the top 100 auditors, high risk auditors and SMSF Auditor Number misuse. Non-lodgement among SMSFs, she explained, was an ...

Wealth manager promotes from within

ALLY SELBY  |  THURSDAY, 30 JAN 2020
... leadership team for many years," it said. "He excels in providing management consulting services, cash flow analysis, tax planning, business structuring and general corporate advice to small-to-medium businesses across various industries. "He also leads ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... Pension strategies, estate planning and identifying undervalued assets were the top areas SMSF members grappled with. Tax planning, investment strategy and asset protection for share market falls were also difficult areas to navigate on their own. "The ...