END OF FINANCIAL YEAR

Financial planning

As the financial year comes to a close, ASIC has suspended the AFSL of a Melbourne financial services firm following an investigation by the regulator....

Financial planning

The Australian Taxation Office has warned individuals who rush to file their tax return next week are twice as likely to make a mistake by filing before all information i...

Funds management

With the end of financial year fast approaching, there can be tax benefits for clients holding ETFs over other types of investment. ...

Financial planning

As the end of the financial year quickly approaches, BT’s Bryan Ashenden shares his top tips for financial advisers and their clients, based on advisers’ most common quer...

Superannuation

The median balanced super fund option has managed to beat expectations for returns in the last financial year thanks to strong performance by equities and listed property...

Editorial

With the end of financial year around the corner, maximising concessional super contributions and 2024 tax planning will be on advisers’ minds....

Features

As 30 June approaches, advisers are starting to look at how to best leverage tax concessions to benefit their clients’ bottom lines. Even during a Federal Election campai...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 4 weeks ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 6 days ago

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

2 weeks 4 days ago

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

3 weeks 2 days ago