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Financial planning
The Australian Tax Office (ATO) has lost a case in the Federal Court in which it argued that a stock broker had breached tax laws relating to the Alienation of Personal S...
Financial planning
Australian self managed superannuation fund (SMSF) trustees who have fail to lodge regulatory returns for two or more years could face possible fund closures or legal act...
Financial planning
The Australian Tax Office has handed down its first ever product ruling to the Macquarie banking group for its Macquarie Instalments IMC series, confirming the group’s de...
Financial planning
Over 33,000 investors have accepted the Australian Tax Office’s (ATO) settlement offer over discredited mass marketed tax effective schemes, tax commissioner Michael Carm...
Financial planning
The popular tax schemes of years gone by could see some advisers facing massive legal claims. GEORGE LIONDIS reports....
Financial planning
In the coming weeks more focus will be placed on the end of the financial year and the part planners can play in formulating effective year end tax strategies....
Financial planning
Putting together tax strategies for clients is one area of the financial planning service which may require a helping hand. Technology can be one solution, and a platform...
Financial planning
The Australian Taxation Office (ATO) has today extended by three weeks the deadline for investors to accept its settlement offer over mass marketed tax schemes....
Financial planning
The Financial Planning Association (FPA) has failed to convince the Australian Taxation Office (ATO) that planners who advised clients to invest in mass marketed tax sche...
Financial planning
The Financial Planning Association (FPA) has accused the Australian Tax Office (ATO) of discrimination over its decision to exclude financial planners from its settlement...
Financial planning
The Macquarie Bank is preparing to take on the Australian Tax Office (ATO) in court in a bid to reverse the tax office’s decision to disallow tax deductions for so-called...
Superannuation
The Australian Taxation Office (ATO) has threatened to prosecute the Australian based agent of an offshore group after it discovered the group arranging to give Australia...
Financial planning
Not content with being a renowned planner and media personality Nick Bruining has also attracted the attention of the government and for things possibly best kept private...
Superannuation
The Australian Tax Office (ATO) has acted to crack down on scheme promoters offering to give individuals early access to their superannuation savings....
Policy & Regulation
The Australian Managed Investments Association (AMIA) is calling on investors caught up in the controversy over mass marketed tax schemes to consider rejecting the Austra...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...