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Showing 21 - 30 of 48 results for "Tax planning"

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 ...

Advisers granted stat dec authorisation

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... simplify their finances and set achievable goals, particularly in relations to complex matters such as superannuation, tax planning, debt management, investments and retirement." The FPA is delighted advisers can now act as a trustworthy and authorised ...

Traditional advice strategies pose retirement risk

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... for many people," Philpot said. However, he does predict that super contributions are set to become an even greater tax planning tool. Negatively geared loans not providing as much of a loss due to lower interest rates and now-defunct agriculture tax ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
... investment policy and the broadest range of services possible - from your bread-and-butter cash and debt management, tax planning, and risk management to the more specialised services (particularly for tech executives) such as compensation, concentrated ...