The Institute of Public Accountants warns the ATO must get its technology right before moving to ‘push’ tax returns....
Industry welcomes Government's changes to self education expenses and the tax on superannuation earnings over $100,000. ...
ANZ sells its Super Concepts business to SuperIQ as it plots new strategy on SMSFs. ...
There is clearly regulatory concern about the activities of property spruikers as they seek to target SMSFs and, as Mike Taylor writes, a clear message needs to be sent. ...
The growth in Westpac-aligned planner numbers was one of the major reasons the bank’s wealth management division performed particularly well in the last year. ...
The need to build a growing and sustainable business has emerged as a key concern for financial planners who attended the Financial Planning Association’s professionals c...
Grandfathering has the potential to split the ranks of financial planners into two camps. ...
Given the manner in which the financial planning and accounting communities have been pushed even more closely together by FOFA and TASA, it is worth reflecting upon the ...
Mike Taylor writes that the FPA’s referral arrangement with big industry fund Cbus represents yet another indicator that, having lost the war prosecuted by the industry f...
Specialist broker claims merged planning/accounting firms represent better value....
Life insurer TAL this week acquired all of the shares in the online life insurance business Lifebroker that it did not already own. ...
IFM states new name is better representation of its work and customers. ...
There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...
Japanese-based manager makes second Australian play purchasing Treasury Asia Asset Management....
Challenger confirms 31 per cent quarterly increase in life annuity sales....
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....