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Showing 71 - 80 of 104 results for "CGT"

Navigator tops best platform list

RUTH LIEW  |  MONDAY, 29 MAR 2010
... enhanced portfolio rebalancing tools, a wide range of email alerts to planners on changes to client accounts and workflow, and CGT management on portfolio amendments. Last year, the platform won the award for best navigation and user interface with their ...

Asgard spends big on platform upgrades

MICHAEL HOBBS  |  FRIDAY, 26 MAR 2010
... pension products across platforms, which won't result in the client leaving the market and, in most cases, will not trigger a CGT event, said Wilson. "This means you can make decisions about the product they want to be in and move between all the service ...

AXA revamps platform service

MICHAEL HOBBS  |  FRIDAY, 12 MAR 2010
... will keep existing Generations and Summit super fund accounts on the old platform to prevent triggering a capital gains tax (CGT) event because it technically involves a change in beneficial ownership. "We're not going to move Generations and Summit ...

Changes to borrowing brings peace of mind

MICHAEL HOBBS  |  THURSDAY, 11 MAR 2010
... that trustees of superannuation funds who have entered into permitted limited recourse borrowing arrangements will not face CGT obligations at the time the last instalments are paid,' said Bowen. Andrea Slattery, chief executive at the SMSF Professionals' ...

HLB Mann Judd search for Henry clues

MICHAEL HOBBS  |  FRIDAY, 29 JAN 2010
... the taxation system will take years to come to realised, added Dare. "The key recommendations of the Asprey review - FBT, CGT and dividend imputation - all took more than 10 years to be implemented," said Dare. "Recent experience suggests that significant ...

FPA extends free online advice service

FPA RELEASE  |  FRIDAY, 3 JUL 2009
... Financial Planning Week. Volunteer advisers are on hand to answer basic finance questions ranging from salary sacrifice to CGT and superannnuation. But Jo-Anne Bloch, FPA chief executive, said that the association is extending the service until the end ...

What-if scenarios bring Budget blues

MICHELLE BALTAZAR  |  MONDAY, 11 MAY 2009
... concessions and abolishing co-contributions. From a tax perspective, the government could potentially abolish the capital gains tax (CGT) discount, defer promised tax cuts and abolish the dividend imputation. While abolishing co-contributions and changing ...

CGT roll-over relief for super mergers

MEDIA RELEASE  |  MONDAY, 4 MAY 2009
The Federal Government is expanding the optional capital gains tax (CGT) roll-over for capital losses for mergers of complying superannuation funds. Senator Nick Sherry, Minister for Superannuation and Corporate Law, last week announced that the optional ...

ING unveils CGT calculator

RUTH LIEW AND MICHAEL HOBBS  |  TUESDAY, 7 APR 2009
... looking for a projection of their clients' capital gains can now do it all online, following the launch of ING Australia's CGT calculator on its OneAnswer platform. ING today unveilled an online capital gains calculator that allows advisers to perform ...

IFSA backs govt tax proposal

MICHAEL HOBBS  |  MONDAY, 19 JAN 2009
... proposal. "MLC welcomes Senator Nick Sherry's Treasury discussion paper on the Government's measure to provide an optional CGT roll-over for superannuation funds that merge with other complying funds. MLC recognises the importance of making the rationalisation ...