INCOME TAX

Financial planning

Three major industry groups have called for changes to the taxation arrangements for the provision of financial advice in submissions to the Senate Select Committee on Su...

Superannuation

The Financial Planning Association (FPA) today called on the Federal Government to link the age at which consumers can access lump sum superannuation to eligibility for t...

Superannuation

When the Federal Government announced that from July 1, 2001, superannuation assets were to be exempted from the social security income and assets tests from age 55 until...

Policy & Regulation

Mass marketed tax schemes and unpaid Superannuation Guarantee contributions raised the ire of most taxpayers when complaining about superannuation to the Australian Tax O...

Financial planning

The current environment does not encourage advisers to charge fees for service, argues PETER BOBBIN. But all that might change if the law was amended to allow clients to ...

Financial planning

Tribeca says it has exceeded its financial forecasts by more than 12 per cent, with an earnings before income tax, depreciation and amortisation of $1.6 million, in its r...

Financial planning

Financial advisers need to be aware of the tax and property rights implications following the passage of new legislation passed by the NSW Parliament in June 1999. NABIL ...

Superannuation

Consolidating overseas superannuation money has a reputation for being hard to expedite. FIONA MOORE reports on what the process involves and how it can provide your clie...

Financial planning

According to ANDREW FRANKLAND, a business client of a financial planner requires additional advice from a tax expert when it comes to dealing with future tax liabilities ...

Financial planning

A Melbourne-based securities dealer is offering planning groups an equities tracking service for clients’ portfolios....

Policy & Regulation

The Tax Review panel appointed to assess whether the New Zealand tax system meets today's needs, and chaired by Rob McLeod, released its final report last week....

Financial planning

The Australian Tax Office (ATO) has announced that they have made a decision to allow eligible persons to make an application for a transitional reasonable benefits limit...

Financial planning

As the nation fast approaches the end of another financial year, superannuation maintains its prime place as a popular tool for creating a tax effective year end strategi...

Policy & Regulation

The Institute of Chartered Accountants (ICAA) has joined the chorus of criticism of the Alienation of Personal Services Income (APSI) legislation....

Financial planning

The last few years have seen many legislative changes which impact on financial planning, and 2000 was no exception. In 2000 we saw the introduction of the Goods and Serv...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 3 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 4 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago