Articles
What is Trust Income?
By Brendan Henderson This may seem like a basic question but in reality, it is an issue that the Commissioner and the profession have been arguing about for decades without any resolution! The reason why it is important is because … Read full story
How can a market downturn help raise your tax free component?
By Aileen Fulton The global economy has provided most superannuation funds with some significant falls in asset values and returns over the last few years. Whilst this unfortunately presents most members with cause for concern, it also provides some limited … Read full story
Borrowing in super funds … complex, but achievable
By Michael Sutherland Gearing restrictions within a superannuation environment have been relaxed since September 2007. Importantly, under the new rules, the borrowings can only be undertaken in limited circumstances. That being, where: the borrowed funds are employed towards the acquisition of … Read full story
Australian Taxation Office reviews, audits and investigations … are you prepared?
By Brendan Henderson Random audits, reviews and investigations are conducted by the ATO and other Federal and State Government agencies to ensure compliance with various tax requirements. This is an inevitable part of our tax system and in the 2009/10 Compliance … Read full story
Linking key employees to business value
By Brett Marshall Around two years ago, many business owners were bracing themselves for a downturn in market conditions from the impact of the GFC. As a result, businesses became focussed on profit improvement initiatives such as cutting overheads and revisiting their pricing methodologies in order … Read full story
Perpetual - The first half year reflection!
By Mark Cummings In December last year, the financial services industry looked on with interest when it was announced that the Fordham Group was to join Perpetual Ltd as at January 5 2010. Now, six months later, the Perpetual teams have joined … Read full story
EFT – a sleeping giant for fraud?
By David Buckley A short history of fraud Traditionally the most common type of fraud (by number of events) has been false invoicing. Other major types of fraud include theft of cash, theft of inventory, payroll fraud, fraudulent use of … Read full story
Federal Budget: A night for the economic boffins
In a night for the economic boffins, the Federal Government released their 2010-11 Budget. Nearly all of the major announcements had either been released as part of the Henry Review approximately one week ago or leaked to the media well in advance. The good news is that … Read full story
Share the magic of Christmas with Fordham …
Wishing you and your family a Merry Christmas and Happy New Year from all at Fordham!
Fordham Group joins Perpetual
Perpetual Limited announced on Tuesday 15 December 2009 the further expansion of its Private Wealth capabilities following the acquisition of Fordham Group. As at 30 November 2009, Fordham had around $500 million of funds under management and advice. Perpetual Chief Executive, … Read full story
You are currently browsing the Information Centre within the Articles category.
Categories
- Articles (38)
- Newsletters (7)
- Brochures (10)
- Seminars (10)
- Tools (3)
- Investment docs (6)
- Motor dealer services (7)
- Careers info (1)