ATO

Financial planning

A leading agribusiness researcher is hoping to improve the image of the industry by setting tougher research standards....

Financial planning

SuperEC, the e-commerce initiative to establish a common set of standards for the electronic processing of superannuation related information across fund managers and sup...

Financial planning

Plans to convert investor’s wine scheme units into listed shares have been abandoned after strong opposition from the schemes investors around the country....

Financial planning

All beneficiaries of a discretionary trust who surrender their interest may now be subject to capital gains tax following the release of an Australian Tax Office (ATO) ru...

Financial planning

The Commonwealth Ombudsmen has released a report calling on the Australian Taxation Office (ATO) to supply more information to investors caught up in mass marketed tax mi...

Financial planning

While the financial services industry has been pulling its collective hair out over the issues surrounding the alienation of personal services income (APSI), it appears o...

Superannuation

Tax strategies linked to superannuation are growing in popularity but have also been identified by the Australian Tax Office as an area of concern. Rob Keavney questions ...

Financial planning

The Financial Planning Assocication (FPA) has called on the Federal Government to enshrine the terms “financial planner” and “financial adviser” in the Financial Services...

Financial planning

A number of agribusiness investment schemes will fail to achieve capital raising targets this financial year following a crackdown by the ATO....

Financial planning

A number of agribusiness investment schemes will fail to achieve capital raising targets this financial year following a crackdown by the ATO....

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Financial planning

ASIC effectively shut down Chapel Road when it revoked the dealer group’s licence in May. However, concerns about a number of other dealer group’s compliance procedures o...

Financial planning

Prime Minister John Howard has agreed to deliver a verdict on the issue of Alienation of Personal Services Income (APSI) within the next three weeks....

Financial planning

Macquarie Bank will roll out a new closed end hedge fund product to retail investors providing it can receive the thumbs up from the Australian Tax Office (ATO)....

Policy & Regulation

While it may appear complex and out of reach for some investors margin lending for holds some positive tax benefits. David Shirlow examines how planners and investors can...

Financial planning

The Financial Planning Association has hit out at the Australian Tax Office over what it says are double standards in regards to Alienation of Personal Services Income (A...

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MARKET INSIGHTS

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

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

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3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

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A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

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Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

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