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Discretionary trusts lose their tax mojo

Discretionary trusts lose their tax mojo

Discretionary trusts have been a go-to vehicle but the Budget changes means they have lost their edge, says Holding Redlich.
Without Coalition chaos the Budget would not have been so bold

Without Coalition chaos the Budget would not have been so bold

If the Govt appeared bold in its Budget changes to CGT, capital gains tax and discretionary trusts it is because of Coalition disarray.
Sequoia defers interim dividend amid InterPrac issues

Sequoia defers interim dividend amid InterPrac issues

Sequoia Financial Group has further deferred payment of its interim dividend amid continuing InterPrac sale legal issues.

FinCap buffs up governance expertise ahead of MA platform launch

Yasmine Raso 14 May 2026

Funds Management

No Comments

FinCap has appointed the first two members of its upcoming MA platform’s Investment Committee, to strengthen its governance expertise.

Disappointed fat man with lettuce

Industry funds lament lack of Budget action on super platforms

Mike Taylor 14 May 2026

Investment

No Comments

Industry superannuation funds body the Super Members Council has lamented a lack of Budget action on platform super products.

Channel Capital taps UBS specialist for Victorian distribution

Binaya Dahal 14 May 2026

Funds Management

No Comments

Channel Capital has announced the appointment of Xavier Jeans as its Distribution Director for the Victorian team.

Finger touches ETF screen

ETF flows, FUM highly concentrated among top three providers

Yasmine Raso 14 May 2026

Funds Management

No Comments

The Australian ETF industry’s flows and FUM are growing increasingly concentrated between the top three providers.

US Federal Reserve

Kevin Warsh faces inflation and impatient Trump at Fed

Binaya Dahal 14 May 2026

Investment

No Comments

deVere Group’s Nigel Green says the inflation data leaves Warsh with little room to manoeuvre before he has even formally taken office.

When risk reasserts itself: Income preservation during volatility

Content Partnership 13 May 2026

Funds Management

No Comments

It has been a volatile ride in markets these past few months. After reaching new heights in February, the ASX 200 fell 10 per cent in March before

Budget 2026

Budget 2026 is all about transition

Mike Taylor 13 May 2026

Financial Planning

5 Comments

Helping clients navigate the promised transitional arrangements is the challenge facing financial advisers out of Budget 2026.


INDUSTRY NEWS

Unlock your clients’ income potential

Financial Newswire Contributor 1 May 2026

Industry News

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A retirement income stream that offers flexibility in personalised strategies, it’s easy to implement, and it integrates seamlessly with your advice

US Debt and the Dollar’s Dominance

Financial Newswire Contributor 1 May 2026

Industry News

No Comments

As the US budget deficit expands and questions are raised about the future status of the US dollar, what policy levers could help address the challeng

Natixis_Private_Assets

Private Asset Academy: Unlock the key to the world of private markets

Financial Newswire Contributor 8 April 2026

Industry News

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Explore nine essential lessons covering market definitions and investment strategies for private markets. Elevate your expertise and earn CPD.

Quality in Volatile Markets: La Trobe Financial’s Advantage

Financial Newswire Contributor 1 April 2026

Industry News

No Comments

As markets turn volatile, La Trobe Financial shows why quality matters most by delivering disciplined credit strategies built for consistent


Red card

Adviser’s appeal results in longer prohibition

Mike Taylor 13 May 2026

Financial Planning

No Comments

In what represents a precedent an appeal by a UGC financial adviser against a FSCP prohibition has resulted in him getting a longer penalty.

Key in jail cell door

Court hands down prison sentence for unlicensed business director

Yasmine Raso 13 May 2026

Financial Planning

No Comments

Ashley Arandez will serve at least three years in prison after pleading guilty to a raft of offences, including unlicensed product advice.

tax grab

Govt delivers expected CGT hit

Mike Taylor 12 May 2026

Financial Planning

One Comment

The Government has done as expected with its Capital Gains Tax changes meaning financial advisers will be busy helping clients.

TelstraSuper, Aware Super finalise $235b merger

Yasmine Raso 13 May 2026

Superannuation

No Comments

Aware Super has lifted its FUM to $235 billion and welcomed 85,000 members into the fold as a result of its merger with TelstraSuper.

Invest superannuation

Super funds welcome CGT exemption

Mike Taylor 12 May 2026

Superannuation

No Comments

The Government has earned the support of the major superannuation groups by exempting super investments from the CGT changes.

Wrong way go back

Another Bright Idea from Treasury that Will (Hopefully) Never be Seen Again

Institute of Managed Accounts Professionals 12 May 2026

Managed Accounts

One Comment

Institute of Managed Accounts Professionals chair, Toby Potter laments Treasury’s wrong-headedness around changes to the performance test.

Finger pushes tax button

Unions embrace tax changes in support of workers, young people

Yasmine Raso 12 May 2026

Investment

No Comments

The ACTU has voiced its support for tax measures announced in tonight’s Federal Budget set to improve the system’s fairness towards workers.

Two fish lured by dollar bait

FSC condemns bait and switch budget

Mike Taylor 12 May 2026

Investment

No Comments

The Financial Services Council has accused the Government of creating uncertainty via a ‘bait and switch’ Budget.

UK politics

Investors factoring in UK political risk

Mike Taylor 12 May 2026

Investment

No Comments

In what represents increasingly ominous portents, financial markets are now treating UK political risk as a major factor in asset prices.