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| | | Making changes to negative gearing could be worth at least $2 billion a year in revenue, while reducing the capital gains tax discount could be worth around $5 billion a year, according to new research from the Grattan Institute. This comes as Treasurer ... |
| | | | Significant growth of the superannuation sector has set off alarm bells for the Reserve Bank of Australia (RBA). In the RBA's September Financial Stability Review, it said the super sector's growth and connections to Australian banks has increased its ... |
| | | | ... matter to a conclusion." "The confirmation that initial advice related to tax is deductible, when provided by a QTRP, is a big improvement over the original TD, which did not support deductions for upfront advice to any extent. "In our most recent consultations ... |
| | | | ... AustralianSuper members approach retirement with larger balances, liquidity management was a key focus for the fund's operations. "A big part of Chandu's role will be to drive the development and implementation of the fund's liquidity strategy so that ... |
| | | | ... superannuation funds hold a substantial portion of the entire market capitalisation of the Australian Securities Exchange (ASX). The "big eight" industry funds - AustralianSuper, Australian Retirement Trust (ART), Aware Super, UniSuper, Hostplus, Cbus ... |
| | | | ... recent research suggests that automatic enrollment and escalation, while cheap to implement and still helpful, did not have the big impact that policymakers hoped for. Factoring in Americans' job-switching and savings behaviours, automatic enrollment ... |
| | | | The regulator's recent crackdown on risk and compliance in the sector has product issuers stuck between a rock and a hard place, with an extreme dearth of talent making it difficult for fund managers and super funds to meet ASIC's expectations. Earlier ... |
| | | | ... many within the profession." Meantime, Actuaries Institute chief executive Elayne Grace said: "Jan is renowned for thinking big and being bold while having a laser focus on ensuring the best outcomes for individuals and communities." "She is an outstanding ... |
| | | | ... Gallagher said. "The SMA should be something that's very aligned to the investment approach that you've chosen. So those big decisions, those big investment decisions, are still on the advice side." The other main concerns were related to conducting ... |
| | | | A new report published by the SMSF software provider has revealed growing opportunity for financial advisers and demonstrates the potentially detrimental effect of the proposed Division 296 tax. The 2024 Annual Benchmark Report dives into potential ... |
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