Jon de Fries Senior Consultant, MLC Financial Planning (at time of writing) Jon de Fries is the National Manager Insurance Strategy at MLC Advice Solutions. Jon has over 18 years industry experience, much of it in managing technical teams. His current role focuses on providing technical, strategy and lead generation advice to risk specialist advisers in areas such as estate and business succession, business structures, superannuation and He regularly conducts workshops for advisers and speaks at industry conventions.
JON DE FRIES | WEDNESDAY, 11 JUL 2012 Advisers working in business insurance have a lot to consider; not only deductibility of premiums, but also the implications of capital gains tax. In this paper, Jon de Fries examines the issue in regards to ownership, asset and revenue protection. Read more PAGE: 1 |
Latest News
UK treasury provides guidance on local pension consolidation
The Pension Investment Review aims to consolidate smaller public pension and multi-employer defined contribution pension schemes into 'megafunds' to emulate Australian and Canadian investing models.
Quality over quantity: CareSuper on mergers
The dust has barely settled on the merger that created CareSuper as it is today and chief executive Jason Murray is gearing up for another in mere months - but he's not looking to make a habit of it.
Industry funds feast, retail funds snack, corporate funds freefall
APRA's quarterly superannuation statistics have lifted the lid on the ongoing battle for Australia's retirement assets.
QSuper settles $67m class action
QSuper, which merged with Sunsuper to create Australian Retirement Trust (ART), Australia's second-largest super fund, has reached a $67 million out-of-court settlement over claims members were overcharged for life insurance premiums.
Further Reading
Cover Story
Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.
Expert Feed
Elevating your emerging markets game plan
Do emerging markets still belong in a modern investment strategy? If so, how do we appropriately weight emerging markets exposure?
Inflows into fixed income ETFs gather pace
While the penetration of fixed income into the ETF structure has lagged way behind equities, we expect flows to accelerate.
Managing uncertainty in a rapidly changing economic landscape
As we distill the first quarter's volatility and confusion, there is further economic moderation ahead with sizable risks to the downside.
AI, alternative data and sustainability in focus
As AI and alternative data reshape quantitative investing, here are some key insights from discussions with institutional investors.
