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28 July 2011 • By Columnist • 1 min read

Death and taxes: the nuances of life insurance

Tax consequences are not limited to the ability to claim a tax deduction for premiums paid, but can be quite significant for the beneficiary of any pa...

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Venturing beyond Australia

Australia needs to catch up with global venture capital policies and structures, Eagle Corporate Advisers' Brett Eagle says. Venturing beyond Austr...

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Scaled advice: an antidote for disengaged members

Financial advice is a highly-effective engagement tool and for 80 per cent of super members it can be delivered through general, limited and scalable...

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The country and western aspect

A life insurance policy held in superannuation is legally not life insurance at all, Freehills partner Michael Vrisakis says. An analogy can be dr...

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Why we need annual benefit projections

Annual benefit projections will help super funds engage with the widest possible cross-section of their members, Towers Watson consultant John Burnett...

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A planner's view on insurance within super

HLB Mann Judd's Andrew Buchan gives a financial planner's view on the pros and cons of holding insurance inside super. With increasing commentary a...

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Adjusting to new investment realities

Investors need to start looking at the longer-term fallout and implications from the GFC and consider how to reflect these in their portfolios, Merc...

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Gearing up for partial TPD deductions

From 1 July 2011, the rules for deductibility of TPD insurance premiums will change and trustees may require an actuarial certificate to determine th...

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Timing is everything

With the end of the financial year approaching, the inevitable question about tax strategies will be raised. What you live and retire on reflects the ...

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Top 5 tax strategies

One should not invest solely to obtain a tax benefit. The tax-driven agricultural investment schemes that once littered the investment landscape are t...

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