Advice

Who really owns the client?

Wednesday, 14 November 2018

It’s one of the most vexed questions in wealth management but its something more advisers will need to consider. Ultimately, it may come down to ethics. Tahn Sharpe writes.

Take care jumping into global stocks if Labor curbs franking

Thursday, 8 November 2018
Investment professionals say SMSF holders need to be careful how, and when, they reallocate assets in response to the proposed plan to limit franking credit refunds next year.

Take a hard line on ethics

Monday, 5 November 2018
If advisers want to repair the industry's public image, they will need to make an honest assessment of their own ethics in practice and take responsibility for raising the bar.

Franking-credit plan soaks more than rich, critics say

Friday, 2 November 2018
Ending tax refunds on franked dividends would hurt those who can least afford it, an alliance including the SMSF Association argues.

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