Advice
CGT discount cut to propel use of investment companies
Labor’s proposed cuts to CGT discounts are set to make investment companies a viable alternative to more common ownership structures, says HLB Mann Judd.
Tahn Sharpe
Tahn Sharpe is a Sydney-based financial services journalist with a background in financial planning. He writes on advice, superannuation, investment, banking and insurance issues, is a certified SMSF Adviser and holds an Advanced Diploma of Financial Planning.
Investment
Investment committee guides a myth
Annika Bradley’s quest to find out exactly what an investment committee should look like took her to the regulators, gatekeepers and, ultimately, Aristotle.
Industry
OSAs could be on the chopping block
A prominent financial services lawyer has questioned ongoing service agreements and warned that current contracting and remuneration models may be up for change.
Industry
Stop trying to ‘fix the women’
Women don’t need help with self-esteem, according to Leith Mitchell. “There is no biological research that says you have a confidence chromosome that I wasn’t born with,” she says.
Retirement
The perils of a retirement sea change
Author Noel Whittaker says retirees looking to downsize and uproot their lives for an idyllic new chapter need to stop and consider what they’re leaving behind.
Professional Standards
Sanders on FASEA, Hayne and ‘the bones of capitalism’
The former chief of the standards body says he wanted to do more than just make the rules. Speaking at Deloitte, he expressed clear ideas about what the industry needs.
Advice
The best advisers are soothing and gritty: US study
Low levels of neuroticism and a passionate work ethic are key personality traits for successful advisers, US researcher Meghaan Lurtz says.
Royal Commission
Bank execs admit to wealth experiment’s failure
NAB boss Andrew Thorburn followed his counterparts in admitting the big four’s foray into advice was both ill-conceived and poorly executed. Tahn Sharpe writes.