UPDATED: Retrospective changes to super are just plain wrong
Dominic Alafaci says that it is "stupid and immoral" for the federal government to propose retrospective changes to superannuation via the 2016 Budget.
May 05, 2016
Budget 2016 – key technical and advice implications
Scott Morrison’s first Budget as federal treasurer has set out some significant advice and technical challenges for financial planners and their clients.
May 05, 2016
Australian Unity to progress ASX listing for office property fund
Australian Unity is finalising a proposal to list the Australian Unity Office Property Fund on the Australian Securities Exchange (ASX). The Fund is an unlisted property fund, established in 2005, which owns a portfolio of eight office assets in New South Wales, Victoria, Australian Capital Territory, South Australia and Queensland, with assets valued at $391
May 04, 2016
Federal budget prompts investors to look for alternative investment structures to super
IOOF believes the changes to the non-concessional contribution cap as part of the 2016/17 Federal budget will trigger Australians to consider alternative investment structures to help meet retirement needs. As part of the 2016/17 Federal budget, the ability for Australians to make non-concessional contributions has been severely reduced as the introduction of a backwards-looking lifetime
May 04, 2016
AMIT legislation a welcome initiative
The introduction of Attribution Managed Investment Trusts (AMITs) will give Australian investors far greater access to Asian markets, and is a significant step in helping Australian funds compete internationally, says Harvey Kalman, Executive General Manager Corporate Trustee Services with Equity Trustees. The Bill which opens the way for the AMITs scheme was passed by the
May 04, 2016
Top advisers reflect on the simple equation that underpins trust
Trust is essential to client relationships, so it’s profitable to examine how you incorporate the three main drivers of trust. Simon Hoyle writes.
May 04, 2016
A ritual in resilience: Five ways to improve your sales messaging
Just battering clients or potential clients with words won’t work. The more deliberate you are in all your sales interactions, the more efficient you will be in engaging clients. Anthony O’Brien offers strategies.
May 04, 2016
UPDATED: Budget 2016 – reaction and commentary
Treasurer Scott Morrison handed down his first Budget on Tuesday night and Professional Planner brings you all the industry reaction and commentary, updated as it comes to hand.
May 03, 2016
FTSE Russell index selected for first infrastructure ETF traded on ASX
. FTSE Developed Core Infrastructure 50/50 Index licensed by VanEck Australia . First infrastructure index-linked ETF traded on the Australian Securities Exchange . Index captures 155 infrastructure stocks representing the world’s Developed Markets FTSE Russell, the global index provider, announces that VanEck Australia, one of Australia’s prominent providers of exchange traded products, has chosen to
May 03, 2016
New Global Infrastructure ETF lists on ASX
VanEck today launched Australia’s first global infrastructure ETF on the ASX giving investors access to infrastructure securities from around the world. VanEck Vectors FTSE Global Infrastructure (Hedged) ETF (ASX code: IFRA) tracks the FTSE Developed Core Infrastructure 50/50 Hedged into Australian dollars Index, the world’s leading diversified global infrastructure benchmark. Arian Neiron, Managing Director, VanEck
May 03, 2016
Libertas launches accountants’ licensing package
Libertas Financial Planning has today launched an ‘accountants’ licensing package’ aimed at attracting experienced SMSF accounting specialists to the network. Director, Mark Euvrard said that the Libertas offer will appeal to many accountants looking for an independently owned and non-aligned licensee with no product ties. He stated the offering has been developed for SMSF accountants.
May 02, 2016
Insurance Bonds are the next best sheltered tax vehicle to super
Insurance Bonds are the next best sheltered tax vehicle to super and can deliver personal tax arbitrage benefits for higher taxed investors. They also open a multitude of financial planning strategies and solutions. Ross Higgins from AUSTOCK Life is seeing more clients and their advisers using Imputation Bonds in ‘strategy-based’ and/or ‘alternative structuring’ applications that
May 02, 2016
