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| | | ... conducted by political strategy and research firm CT Group, also revealed that the government's push to implement it proposed tax on high superannuation balances has left many voters convinced it will introduce further, announced taxes if it's re-elected. ... |
| | | | ... Sean Doherty, and head of distribution Geoff Kellett. "One of the standout benefits of direct indexing is its potential for tax optimisation. By owning individual securities rather than a fund, advisers can implement tax-loss harvesting strategies more ... |
| | | | ... billion a year, with around a quarter of this flowing to retirees. This could be paid for by further tightening superannuation tax breaks, curbing negative gearing and the capital gains tax discount, or counting more of the value of the family home in ... |
| | | | ... they would hope is right." Scarrabelotti explained she frequently collaborates with other professionals, bringing in legal, tax, or business succession specialists when required, describing her role as akin to a project manager. Scarrabelotti's advice ... |
| | | | ... out of 15 affiliates saw FUM grow except for Firetail which was down 9%. Pinnacle's share of affiliates' net profit after tax (NPAT), was $74.3 million, up 99% from $37.3 million year on year. Pinnacle managing director Ian Macoun said markets were broadly ... |
| | | | ... financial advice. These included funding the professional year and financial adviser exam, enabling ATO portal access, enhancing tax deductibility of advice, lowering the ASIC levy, making the CSLR equitable and sustainable, and introducing 'Friends ... |
| | | | ... ally, and also accused Chalmers of being misleading in defending the Bill. "As if to prove incontrovertibly the Div 296 extra tax on super balances is about politics and not policy, Treasurer Jim Chalmers offered stymie debit and credit card surcharges ... |
| | | | ... Last December, the FSCP reprimanded two financial advisers who failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser was reprimanded for recommending a client make a superannuation non-concessional ... |
| | | | US President Donald Trump has signed an executive order calling for the creation of a sovereign wealth fund. The executive order directs US secretary of the treasury Scott Bessent, who was sworn in last week by Supreme Court Justice Brett Kavanaugh ... |
| | | | ... to "finally allow" companies to "close onerous and expensive legacy IT systems" without leaving their customers with "hefty tax penalties." Others sit with the government, such as streamlining the Foreign Investment Review Board processes for low-risk ... |
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