COMPLIANCE

Financial planning

Mark Bouris' Yellow Brick Road has outlined an ambitious growth strategy built around accounting and mortgage broking, with financial planning being kept at its core....

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People & Products

Boutique fund manager Solaris Investment Management has recruited another former Suncorp staffer to its team, with Lisa Domagala recruited to lift the firm's focus on ESG...

Financial planning

An Australian National Audit Office report has revealed that the inactivity of some large super funds has denied members access to the co-contribution regime....

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Financial planning

Nearly 500 people were convicted of tax and superannuation offences in the first quarter of 2010 alone....

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Superannuation

More details have been announced about the development of a new end-to-end service for the SMSF sector from superannuation software and compliance provider BGL Corporate ...

Financial planning

ASIC has agreed to extend the consultation period around dealing with market leaks and rumours....

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Financial planning

The AFA has heightened its calls for financial advice to become tax deductible, while the NIA says Australia will have to wait for serious tax reform....

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Financial planning

The $337.5 million boost in funding to the Australian Taxation Office (ATO) over four years is clear evidence that the Government believes businesses are avoiding their G...

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Policy & Regulation

Older savers using interest-bearing products receive tax break....

Financial planning

The Government's Budget initiatives around the Johnson Report and tax cuts are welcomed by the financial services industry, but with some reservations....

Policy & Regulation

Accounting firm BDO has criticised the Government for not adopting a number of recommendations made by the Board of Taxation in relation to the tax reforms for managed in...

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Financial planning

The Government's Budget initiatives around the Johnson Report and tax cuts are welcomed by the financial services industry, but with some reservations....

Financial planning

The Federal Government will draft regulation that will in effect reverse a Federal Court decision made in October last year that funded class actions are managed investme...

Superannuation

The Cooper Review has been warned that a substantial gap exists between the audit standards required by ASIC and those allowed with respect to SMSFs....

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Financial planning

Frank Smith explains the importance of financial advisers tailoring Statements of Advice and how to avoid common mistakes....

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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....

1 week 1 day 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 6 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 4 days ago