ACCOUNTANT

Financial planning

The Institute of Public Accountants (IPA) has called on the Federal Government to extend legal privilege to tax advice provided by professional tax advisers....

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Editorial

Deborah Wixted explains what happens when good capital gains tax contributions go bad. ...

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Editorial

In the second part of his article on claims management fees, Col Fullagar considers fee-based remuneration models and their impact on claims management....

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Financial planning

FOS backs actions of planner after client accountant's tax-related strategy ends in complaint....

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Superannuation

Principals of the newly launched Self-Managed Super Funds (SMSF) Academy have flagged plans to enter the RG146 space in the near future, depending on the changes flowing ...

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Editorial

With remote access and flexible working hours becoming par for the course, Bruce Gingell considers the viability of the mobile financial planning business model....

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Editorial

Simon Stanton explains why financial planners should not leave themselves out of the insurance claim process....

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Tools & guides

Contribution planning above the non-concessional caps is essential for superannuation, but you have to make sure it counts, writes Damian Hearn....

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Financial planning

Tax is an integral part of a client's financial affairs - particularly in relation to superannuation - so financial advisers need to regularly discuss it with clients. Ja...

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Financial planning

The advertising campaign proposed by the Financial Planning Association (FPA) will cost up to $15 million over five years....

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Superannuation

Platform provider Praemium has launched its self-managed super fund (SMSF) offering, Smart Wrap SMSF, which the company said would engage, rather than create competition,...

Superannuation

The superannuation market offers more choice than ever for consumers looking to build a retirement nest egg, but exercising the right strategies can make a world of diffe...

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Financial planning

Accounting firm Chan & Naylor has announced plans to expand its network, and has appointed a new chief operating officer to oversee the process....

Tools & guides

Jeffrey Scott explains transitional relief for superannuation funds and the deductibility of disability benefit premiums....

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Tools & guides

Troy Smith explains the options available to SMSF trustees when calculating the amount of tax-free income during the pension phase....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 3 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 7 hours ago