ACCOUNTANT

Financial planning

Members and trustees of family trusts should check their trust deeds, or risk running the gauntlet ahead of a potential ATO ruling that may outlaw streaming of income wit...

Editorial

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

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Superannuation

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

Editorial

Justin Delaney explains why the current debate over financial advice remuneration models means the industry is in danger of losing sight of the purpose of wrap platforms....

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Editorial

When it comes to financial advice remuneration models, it's the service that matters, not the mode of payment, says Indy Singh....

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Superannuation

Cooper Review recommendations that SMSFs be subject to more stringent auditing requirements will needlessly increase costs, according to accounting firm Chan & Naylor...

Superannuation

The Cooper Review panel may have suggested otherwise, but Mike Taylor writes that the exponential growth in the number of self-managed superannuation funds and the invest...

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Superannuation

The ongoing uncertainty over the accountant exemption applying to self-managed super funds (SMSFs) as well as a number of rules that simply don’t make sense are two...

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Superannuation

SMSFs have emerged as an important revenue stream for planners and planning industry support services....

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Editorial

Col Fullagar takes a look at the recently launched Macquarie Life product, Active, and what it brings to the life insurance industry....

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Financial planning

Accountant advisers are preparing their arguments against reforms which would see them prohibited from receiving any form of asset based fee, from as early as 1 July next...

Tools & guides

The capital gains tax cap contribution provides the perfect opportunity for small business owners looking to maximise their superannuation retirement savings, writes Step...

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Superannuation

A new group has been established to help accountants get around the advice exemption changes for SMSFs without getting an AFSL....

People & Products

The Auditing and Assurance Standards Board (AUASB) has reappointed chair Merran Kelsall for a further three-year term....

Financial planning

Research conducted by Investment Trends on behalf of the FPA has found consumers would rather speak to a financial planner than their super fund for advice....

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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 9 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 13 hours ago