AUSTRALIAN TAXATION OFFICE

Superannuation

The trustees of a number of self-managed superannuation funds can expect to be contacted by both the Australian Taxation Office and the Australian Prudential Regulation A...

Superannuation

So you think there is nothing to vote for at the upcoming federal election? If you are a financial planner, think again, writes Rebecca Evans....

Financial planning

The former director of a Queensland-based early release superannuation scheme has appeared in the Brisbane Magistrates Court on 21 charges of fraud brought by an Australi...

Financial planning

The Australian Securities and Investments Commission has reaffirmed its ongoing crusade against schemes illegally promoting the early release of superannuation by announc...

Financial planning

Tony Rumble argues the risk of protected loans can be diminished if used in a progressive manner....

Financial planning

Superannuation funds with fewer than 50 members may still pay a defined benefit pension under a one-year transitional rule. Liang P Leow reports....

Financial planning

Just when you think you understand how to comply with the terms of your Australian Financial Services Licence, Batch 8 dollar disclosure arrives, writes Paula Zammit....

Financial planning

The Australian Taxation Office (ATO) has again been slammed in Parliament over its inflexibility and reluctance to grant concessions to investors in tax-effective investm...

Financial planning

While property depreciation falls into the tax agent or accountant’s sphere of responsibility, financial planners must understand how a new tax ruling may impact investor...

Financial planning

The Australian Taxation Office (ATO) is set to release guidance on superannuation re-contribution strategies employed by financial planners to leverage tax benefits....

Superannuation

The Australian Tax Office has issued a stern warning to the 560,000 Australians managing their own super by releasing guidelines clearly outlining instances in which trus...

Financial planning

The Australian Taxation Office in consultation with the Australian Securities and Investments Commission will not move to regulate ‘incidental’ tax advice given by financ...

Superannuation

Super Concepts has announced the release of a new advice service for the self managed superannuation fund (SMSF) market that tracks performance of individual SMSFs....

Editorial

Commonwealth Bank of Australia owned dealer group Financial Wisdom has been found liable by the Victorian Supreme Court for negligent investment advice resulting in losse...

Superannuation

The Federal Government has backed down on plans to remove complying pensions from self managed superannuation funds (SMSF) with the addition of a transition allowing use ...

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 ago

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

2 months ago

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

4 months ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks ago