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Showing 31 - 40 of 51 results for "Tax planning"

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 ...

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... financial planner since 2008, advises on superannuation, retirement strategies, personal/business risk protection, tax planning and portfolio management. Likewise, Marasea Partners founder David Marasea said his firm aspires to help others achieve their ...

Advice rated excellent: MLC survey

KARREN VERGARA  |  MONDAY, 10 APR 2017
... minimise it. More than 70% however, have received no guidance on savings, investments, superannuation, retirement or tax planning over the past two years; 90% have not received advice on financing their children's education despite fast-rising school ...

Employee share scheme reforms to boost start-ups

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
... employees granted shares in the company they were employed by to defer their tax liabilities up to 10 years and then use tax planning to exploit a range of qualifying conditions to in effect choose when to pay tax and at what rate, she said. The 2009 ...

Family offices returned 9% in 2013

MARK SMITH  |  FRIDAY, 26 SEP 2014
... functions. The report also showed family offices of developed countries outsourcing specialised services, such as tax planning. The above market average return was attributed to substantial holdings of developed-market equities and real estate, which ...

NAB enters SIV market with 21 compliant funds

MARK SMITH  |  THURSDAY, 12 DEC 2013
... presents, and our experts stand ready to advise prospective investors on wealth creation and asset allocation, as well as tax planning, accountancy and even real estate," Mentis added. NAB said that with more than 40 years' experience and close to 500 ...

Midwinter voted the planners choice

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
... across ten service elements, including scenario modelling, production of complex plans, constructing portfolios, tax planning and speed. Midwinter reported 2011 saw the best year for overall market share growth, up 4% to 15%, with its software platform ...

Budget 2011: minor investors cut short

ELISE BURGESS  |  WEDNESDAY, 11 MAY 2011
... are orphans or disabled and compensation payments and inheritances received by minors. The move is targeting the tax planning opportunity that people previously had to direct funds to minors to benefit from the tax offset. "This measure will reduce the ...