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Showing 1 - 10 of 22 results for "Tax strategies"

Cbus urges young Aussies to 'build your something'

ANGELIQUE MINAS | MONDAY, 2 FEB 2026

... financial responsibilities. Similarly, members aged 50-66 emphasised a desire to maximise super, elect to use effective tax strategies and understanding pension rules. For individuals aged 67 and above, the strongest interest lies in navigating these ...

Minchin Moore merges with Brand Financial

ELIZA BAVIN | THURSDAY, 22 AUG 2024

... comprehensive suite of financial services, including retirement planning, investment management, estate planning, and tax strategies. Minchin Moore said the merger will be a seamless transition for Brand Financial clients who will continue to receive ...

Higher-for-longer rates dominate adviser conversations

KARREN VERGARA | TUESDAY, 4 JUN 2024

... assistance, Ashenden said. For the mass affluent segment, advisers are busy helping manage budgets, superannuation, and tax strategies. The proposed Division 296 tax on superannuation balances is also key focus. If the legislation passes, it will reduce ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN | THURSDAY, 14 DEC 2023

... housing shortage in major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies. "Good old real estate and the strategies around property ownership will continue to be topical amongst financial advisers ...

Quantifying the value of a financial adviser

ANDREW MCKEAN | MONDAY, 24 OCT 2022

... key consideration for many investors; therefore, advisers need to be proactive and remind clients of intentional tax strategies, asset allocation and tax benefits intrinsic to their advice," the report said.

Parametric names new research lead

KARREN VERGARA | MONDAY, 1 FEB 2021

... Sydney. Williams leaves the firm to pursue other interests. She previously held senior positions, specialising in tax strategies at Russell Investments, QIC and Barclays Global Investors. Zhang joined Parametric in 2015 and most recently worked with ...

Through good and bad: Advisers add value

JAMIE WILLIAMSON | THURSDAY, 15 OCT 2020

... 1.5% of added value is tax-effective investing. "Advisers can add significant value to a client through structural tax strategies to manage investment tax," Russell said. "This not only requires a close understanding of the client needs, but also knowledge ...

Demand for advice rises

KARREN VERGARA | TUESDAY, 8 SEP 2020

... outside of this group. The key areas the younger generation wants help with include investments outside super, tax strategies and budgeting assistance. "Further, advice via super funds can lead to planner referrals, with 55% of members open to being ...

Super tax strategies a hot topic

ELIZABETH MCARTHUR | WEDNESDAY, 24 APR 2019

AMP's technical superannuation adviser support team saw a rise in the number of advisers querying tax deductions for personal superannuation contributions last month. Data from more than 2090 calls made by advisers last month showed more clients were ...

Tax strategies boost retirement savings: Research

KARREN VERGARA | WEDNESDAY, 21 FEB 2018

Tax-efficient strategies can boost retirement savings by more than $200,000 from accumulation to retirement phase, according to Parametric. The firm's latest research debunks the myth that trying to achieve tax efficiency within a super fund's equity ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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