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Showing 1 - 10 of 56 results for %22Tax White Paper%22

Older Aussies are retirement illiterate: Survey

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
... concerned" about the rising cost of living. In addition to regulatory, longevity and return risk, retirees need to manage a complex tax code and social security system. Further, figuring out the exact amount retirees should drawdown is also complex. ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... referrals to career coaches, and investment advice that's considerate of their longer lifespans. Stoncius cites a recent white paper by Netwealth, which found that the most significant indicator of financial success for women is not to stress out ...

Inflation remains high priority in 2023: Treasurer

CASSANDRA BALDINI  |  MONDAY, 6 FEB 2023
... is an important part of the government's economic agenda this year but not the only part. He said: "There'll be a new Tax Expenditure Statement this month, we receive the RBA Review next month, there'll be an Employment White Paper and an Intergenerational ...

AIOFP launches fresh campaign, criticises FPA

ELIZABETH MCARTHUR  |  TUESDAY, 21 APR 2020
... competition with the big banks. "These issues are ridiculous compliance levels, the need to retain and increase risk commissions, tax deductibility of advice and honouring grandfathering revenue dates and an extension," Johnston said "This will come ...

New managed portfolio education hub launched

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
... advisers understand the managed portfolio solutions available in the market are not equal and that enhanced functionality such as tax optimisation tools can make a difference to client outcomes over the long-term." HUB24 remains committed to connecting ...

Advice is valuable but advocacy issues abound

HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
... Kewin said. "One of the key findings from the white paper was that in general, people who receive financial advice pay less tax, have little to no bad debt and have their money working harder for them." However, the white paper also highlighted the advocacy ...

What the associations want from Budget 2018

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... allowance' akin to the one legislated by the UK government in April 2017. The FPA wants the Government to give Australians a $1000 tax-free allowance from their defined contribution pension to redeem against the cost of regulated financial advice. It ...

Govt reforms can tackle super gender gap: ASFA

KARREN VERGARA  |  FRIDAY, 4 MAY 2018
... the Government's reforms to allow the ability to carry forward unused concessional caps and the refunding of superannuation tax for low income earners, there is more that can be done in this budget. Some of the potential key reforms identified include ...

ASFA slams Grattan's super proposals

KARREN VERGARA  |  THURSDAY, 22 FEB 2018
... fellow Brendan Coates authored a white-paper that said superannuation is currently a "generous" system and advocating for more tax breaks to boost retirement incomes of women will only aggravate the disparity. Most women do not make any voluntary contributions ...

Industry Super pushes for affordable housing asset class

KARREN VERGARA  |  MONDAY, 6 NOV 2017
... affordability crises, starting with co-ordinated efforts across federal, state and local government; limiting personal grants and tax concessions; restricting foreign ownership to new dwellings; and replacing stamp duties with land taxes. Another suggestion ...
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