AUSTRALIAN TAXATION OFFICE

Financial planning

In the lead up to the end of the financial year, Bradley Eppingstall explains the eight steps investors need to consider when reviewing their tax position....

image
Financial planning

The ATO is considering changes to income tax laws that currently provide the Commissioner of Taxation with an unlimited period to make an amendment to a taxpayer's assess...

Financial planning

The Federal Government is considering introducing changes to its superannuation contributions cap regime to eliminate perceived discrimination against women and some part...

image
Superannuation

SMSFs appear to have heeded the ATO's warnings about compliance, but personal loans to SMSF members have become a concern in troubled economic times....

image
Financial planning

The proposed changes to gearing rules in superannuation will open a "can of worms" for investors who use unlisted or DIY gearing in their super funds, said Alpha Structur...

Policy & Regulation

MLC Lifetime has reached an agreement to settle a dispute with the ATO regarding the tax treatment of a reinsurance contract entered into by MLC Lifetime in the 1998 tax ...

Financial planning

The chairman of the Cooper Review has recommended monetary penalties for employers with sloppy super admin, and said that the current paper-based system should be address...

image
Financial planning

Deborah Wixted explains how to make the most of superannuation funds and outlines the best way to avoid the contribution cap traps....

image
Financial planning

There could be changes in the 2010 Federal Budget to the way gearing in super operates, although there has not yet been any official indication from the Government, accor...

image
Superannuation

The SMSF sector has cemented its place in the superannuation industry over the past few years. Damon Taylor looks at the issues facing SMSFs and the debate that will dete...

image
Funds management

Peter Townsend explains the five perils faced by SMSF borrowers, and shows how they can be avoided....

Editorial

Mike Taylor warns about the large number of industry bodies in financial services, focusing on AIOFP....

image
Superannuation

The Australian Institute of Superannuation Trustees has called for stronger regulation of advisers to SMSFs and highlighted the need for funds to be fully regulated under...

image
Superannuation

Mercer is urging tougher rules around SMSFs including around accountants and whether people should actually be in them....

image
Superannuation

Financial planners need to establish self-managed super funds with reserves to create more flexibility, argues SMSF Strategies principal Grant Abbott....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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 5 hours ago

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

1 week 4 days ago

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

2 weeks 2 days ago