ATO

Financial planning

Alienation of personal services income is a bomb ticking beneath the financial planning industry. ...

Financial planning

The relationship between financial planners and dealers is under fire. The effects of the upcoming Financial Services Reform Bill (FSRB) combined with that of the Aliena...

Financial planning

The Australian Managed Investment Association (AMIA) has called for Australian Tax Office (ATO) commissioner Michael Carmody’s resignation in light of growing anger over ...

Policy & Regulation

The Institute of Chartered Accountants (ICAA) has joined the chorus of criticism of the Alienation of Personal Services Income (APSI) legislation....

Financial planning

The Financial Planning Association has secured a partial victory in its ongoing struggle with the Federal Government and the Australian Tax Office (ATO) regarding the Ali...

Financial planning

Former Saxby Bridge adviser Kevin William Fenwick has been banned for two years from giving investment advice by the Australian Securities and Investments Commission (ASI...

Financial planning

An association representing 110,000 investors in tax-effective schemes is mounting a campaign to put tax issues relating to the schemes on the agenda for this year’ s fed...

Financial planning

The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...

Financial planning

An association representing 110,000 investors in tax-effective schemes is mounting a campaign to put tax issues relating to the schemes on the agenda for this year’s fede...

Financial planning

It’s like a ticking time bomb sitting beneath the financial planning industry. Tax legislation aimed at snaring IT and construction contractors has unintentionally caught...

Superannuation

The growth in self managed superannuation has grown in recent months as the result of changes in legislation. Ben Smythe investigates what advisers should be telling clie...

Financial planning

The Australian Prudential Regulation Authority (APRA) will appoint a statutory approved trustees (SAT) to thousands of DIY super funds as new regulations come into force....

Financial planning

Close to ten per cent of all small superannuation funds failed to make the choice to become either a Self-Managed Superannuation Fund (SMSF) or a Small APRA Fund (SAF) by...

Financial planning

The Tax Office is looking to target promoters of tax-effective schemes and include them in penalties if it thinks there is a definite case of tax avoidance....

Financial planning

“Males make up about 70 per cent of our market, so females make up the other 30 per cent, but there may be a few dogs in there.” <I>E-trade’s Kerry Roxburgh mixes his met...

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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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It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

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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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