ATO

Financial planning

Financial Services Council chief executive John Brogden has lobbied Washington for an intergovernmental agreement to resolve the FATCA debate....

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Superannuation

ASFA has called on the ATO to amend the Rollover Benefits Statement and Member Contributions Statement reporting requirements now while the industry consults on SuperStre...

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Financial planning

The Australian Taxation Office has warned taxpayers against individuals promoting dividend access share arrangements....

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Superannuation

SPAA has called on the ATO to clarify superannuation income streams so SMSFs are not caught out by new legislation....

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Superannuation

SMSFs need to carefully consider the estate planning ramifications before commencing a pension or their beneficiaries might face serious tax consequences, explains Nichol...

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Financial planning

The Australian Taxation Office has acknowledged that it is managing 1.4 million debt cases worth in excess of $14 billion....

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Policy & Regulation

Canstar has warned pre-retirees to check their contributions now to avoid the potential tax traps of exceeding the new cap....

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Superannuation

Stephen Miller outlines the key issues recently clarified in an Australian Taxation Office ruling regarding the acquisition of property by self-managed super funds using ...

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Superannuation

SPAA concerned about the degree to which SMSFs will be levied on SuperStream....

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Superannuation

The SMSF Professionals' Association of Australia (SPAA) has hit back at calls for self-managed super funds to pay more towards the SuperStream levy....

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Superannuation

David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...

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Superannuation

The SMSF Academy's Aaron Dunn looks at some of the changes flowing from the Stronger Super reforms and how those changes will affect SMSFs....

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Superannuation

ASFA argues that the ATO and not superannuation funds should be the conduit for the changed tax arrangements impacting higher income earners....

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Superannuation

The Opposition and Government are interpreting ATO research in different ways and the bottom line seems to be that many people remain confused....

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Superannuation

According to the chief executive of SPAA, Andrea Slattery, ATO figures showing SMSF fees decreasing prove SMSFs are well-positioned to compete with other superannuation s...

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So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 4 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

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