Magazine

in Magazine, The Final Word

That’s one high-capacity feline

Host: “In which country would you spend shekels?” Contestant (on the phone): “Holland?” Host: “Try the next letter of the alpha­bet.” Contestant: “Iceland ... [more]

in Magazine, Philanthropy

SMSFs and PAFs: key growth areas for advice

David Ward highlights the growing need for professional advice on PAFs and the key differences between these trusts and SMSFs. Self-managed superannuation funds ... [more]

in Continuing Professional Development, Magazine

How professional financial advice minimises super risk

There are significant obstacles to community acceptance of the need for, and value of, professional financial advice Family is the primary source of ... [more]

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in Magazine, Self-Managed Super

Integrating a Will into your SMSF succession planning

Many Australians have significant wealth in their self-managed superannuation funds (SMSFs) Accordingly, it is vital to properly plan for what will happen to ... [more]

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in Magazine, Self-Managed Super

Borrowing improvements give funds some wriggle room

Paragraph 30 of the draft rulings says: “Although borrowings under an LRBA cannot be used to improve a single acquirable asset that is ... [more]

in Magazine, Sharemarket

A super DIY investment strategy

Let’s assume an investor is new(ish) to building an equity portfolio and that he has decided that he wants to invest $100,000 in ... [more]

in Client Psychology, Magazine

Practicalities of client behaviour

Initially a sceptic, Robert Skinner now believes there’s more to client behaviour than just that “touchy-feely” stuff So the concept of psychology and ... [more]

in Magazine, Practice Management

Client values more than a gimmick

Martin Mulcare says you need to show you understand When I have asked advisers about the benefits of a values conversation the focus ... [more]

in Magazine, Managed Funds

IMAs, SMAs and MDAs: Making sense of the acronyms

It’s easy to get lost in the thicket of jargon Finally, the term “managed accounts” tends to be used to cover SMAs, IMAs ... [more]

in Magazine, Technical

When an employee is not just an employee

DEFINITION OF AN EMPLOYEE If a person is defined as an em­ployee under the SGAA, the employer is required to pay SG on ... [more]

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