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29 March 2012 • By Reporter • 1 min read

Capital gains tax stopping fund mergers

A survey shows members could be taxed at least $400 if super funds merge.The uncertainty on capital gains tax (CGT) relief is stopping many ...

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Australians fear poor retirement

Concern about post-retirement has risen to 42 per cent of people who do not use a financial adviser.Despite using a financial planner, almost ...

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Investors must become outcome-oriented

Funds have to listen to members to find out what they want, rather than what the theories say should happen.Superannuation investors are too heavily ...

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A broader mandate

A permanently more volatile investment climate might require a rethink of institutional investment strategies, portfolio managers say.At the recent ...

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The great divide

Introducing exemptions to opt-in could have a dramatic impact on the relationship between the retail and industry fund sectors.For a moment it looked ...

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Not all accountants are natural investors

Quantum Financial director Tim Mackay says investing can intimidate people, including accountants.Accountants put too much pressure on themselves when ...

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Practice valuations to rise after FOFA

The passage of the FOFA reforms will clear some of the uncertainty stalling practice acquisitions.Financial advice practice valuations could head ...

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SPAA conforms with opt-in decision

Members of SPAA will be exempt from the FOFA opt-in obligations with the revision of the industry body's code of conduct.The Self-Managed Super Funds ...

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Wealth managers step up FOFA contact

Australian wealth management firms have become more vigilant in communicating FOFA changes to their advisers. A number of Australian wealth ...

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ASIC considers further advice research

ASIC will consider carrying out further shadow shopping research on financial advice in line with recommendations contained in the Ripoll report

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