TAXATION

Financial planning

The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...

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Financial planning

The Federal Government's proposed reforms to the tax treatment of deferred lifetime annuities represents a "water-shed" moment says Towers Watson's Andrew Boal, but furth...

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Financial planning

The Board of Taxation has finished its report into equity of tax treatment between conventional and Islamic finance products....

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Superannuation

A Parliamentary Committee will examine the legislative changes impacting the co-contributions regime and the consolidation of super accounts....

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Superannuation

In light of the new rules coming into force on 1 July, David Court provides a list of the changes and a reminder of one that will not be happening. ...

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Superannuation

Crystal Wealth questions whether as few as 16,000 will be impacted by Government’s superannuation changes....

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Superannuation

Fewer concessional contributions tax breaches may be occuring but more disputes around them are hitting the Super Complaints Tribunal....

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Editorial

Mike Taylor writes that it is passing strange that the Government has allowed a debate around the super taxes for upper income earners when it has failed to implement a v...

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Superannuation

Australia Institute head calls for Treasury to reveal costs of super versus pension savings....

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Financial planning

Financial advisers have echoed concerns by the Australian Lawyers Alliance that super tax changes will impact those who are catastrophically disabled, calling on the FPA ...

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Superannuation

Criticism of the Government’s super tax changes has extended to the law community, with the Australian Lawyers Alliance (ALA) raising concerns that the newly announced su...

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Superannuation

According to Mercer, if Treasury’s tax expenditure requirements continue to be used to dictate superannuation policy, the security of Australians’ retirement savings coul...

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Superannuation

A survey of mostly industry fund executives and trustees reveals reluctance to see change to super....

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Superannuation

Govt sets tax-free limit of $100,000 and announces a Council of Super Guardians....

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Funds management

The final element in the Investment Manager Regime has been released for consultation and includes the reworking of a number of points contained in Elements 1 and 2....

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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 2 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....

5 days 4 hours 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 3 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 1 day ago