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Funds management
Perpetual’s board is considering a revised proposal from private equity firm KKR following unwelcome ATO tax guidance at the end of 2024....
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
In its 2023-24 pre-Budget submission, the FPA has suggested two amendments which could improve the working situation for financial advisers. ...
Tools & guides
When entering paid employment, it’s not long before we are told that we’ll need to lodge a tax return but there are times when a person will be excepted. ...
Policy & Regulation
A former tax partner at PricewaterhouseCoopers has been de-registered as a tax agent for integrity breaches after disclosing details of confidential law reforms....
Financial planning
The FPA believes any fresh surge in demand for advice created by making it tax deductible will need to be met by new practices, rather than experienced planners. ...
Financial planning
Licensees will need to ensure their advisers’ Financial Adviser Register record states if they can provide tax (financial) advice by 1 February, 2023. ...
Financial planning
The FPA has welcomed guidance from the Australian Taxation Office on the tax deductibility of financial advice fees....
Financial planning
The majority of Australian retirees are concerned about the Federal Government implementing an inheritance tax, according to a survey....
Superannuation
Labor Senator Jess Walsh has pressed the Australian Taxation Office as to why it failed to commission a mass advertising campaign for superannuation stapling changes....
Financial planning
The regulator has cancelled the Australian financial services licence of disgraced former tax agent Vanda Gould....
Tools & guides
As the end of financial year approaches, Anna Mirzoyan gives financial advisers tips and strategies to use with clients and the traps to avoid....
Features
The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....
Superannuation
Self-managed superannuation funds with limited recourse borrowing arrangements will not be penalised for capitalising interest as a result of COVID-19....
Financial planning
Tax financial advisers will be allowed some flexibility about how they meet the three-year 120 hours continuing professional education requirements under the new Tax Prac...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...