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| | | ... or after 1 July 2025 to: Clarify and broaden the types of assets that foreign residents are subject to CGT on Amend the point-in-time principal asset test to a 365-day testing period Require foreign residents disposing of shares and other membership ... |
| | | | ... women enter menopause each year in Australia. "As a direct result of menopause, around 20,000 Australian women will at some point switch from full-time to part-time work, around 10,000 will leave the workforce and return later, and around 4000 women ... |
| | | | ... financial services industry. "We've argued that changes don't need to be made to the current test thresholds. We point out the DDO regime has been an absolute game changer when it comes to the regulation of financial products, because it moves ... |
| | | | Investment and financial advisers are coming together to pressure the federal government more than ever to make the profession more sustainable by being flexible in recognising more degrees, the Stockbrokers and Investment Advisers Association (SIAA) ... |
| | | | ... he said, with many other participants lacking the necessary scale to adequately support the industry. "From a strategic point of view, we have the scale of our internal brands being Bell Direct, Desktop Broker, Bell Potter Securities. Having a B2B offering ... |
| | | | ... taking a view on advice. "We understand the importance of advice and supporting people in retirement - it's the whole point of what we're saying to trustees. That's what they're here for and they need to move with the times and keep pace," ... |
| | | | While a minority of organisations have embraced it, the four-day work week potentially has unintended consequences that are inflationary, reduce productivity, and can lead to employee burnout. This is according to some experts who recently spoke at ... |
| | | | ... $800,000 unit, the value of that equity in the unit in today's dollars would be worth $1.2 million 30 years later at the point of retirement. This is compared to only $319,000 had it remained in superannuation. However, according to Australian Retirement ... |
| | | | The superannuation performance test has several shortcomings that must be addressed in Treasury's latest round of consultation so it is fair and sustainable, the Actuaries Institute Summit heard. Mercer associate Kieran Chu said while the Your Future ... |
| | | | ... financial advisers and self-licensees. AMP group executive, advice Matt Lawler said he was excited to launch a unique entry point into managed accounts for advice practices. "Through this innovative new offer, AMP-aligned practices as well as smaller ... |
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