TAXATION

Superannuation

David Court brings us up to date with the excess contributions tax and outlines some of the potential problems related to the Government's recent changes to the ECT....

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Financial planning

A review into the Project Wickenby taskforce targeting tax evasion has found the ATO needs to be more selective with its reviews and improve its project management practi...

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Financial planning

A review into the Project Wickenby taskforce targeting tax evasion has found the ATO needs to be more selective with its reviews and improve its project management practi...

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Financial planning

The Institute of Public Accountants is calling for the Government to enable small businesses to clawback revenue losses against a previous year's income....

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Financial planning

Scaled financial advice will be the driving force for member engagement in 2012, writes Jye Tucker....

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Financial planning

The Institute of Chartered Accountants has urged the Government to move on the deductibility of financial advice in the May Budget....

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Financial planning

Three-quarters of Australian households believe their financial position will remain stable or improve this year, despite one-third expecting the economy to worsen, accor...

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Financial planning

Three-quarters of Australian households believe their financial position will remain stable or improve this year, despite one-third expecting the economy to worsen, accor...

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Financial planning

Hiring intentions in the finance, insurance and real estate sector have fallen since the last financial quarter, with only one in five employers expecting to increase hir...

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Editorial

Col Fullagar looks at the issue of surveillance during claims management and the financial adviser’s role in making sure the client is treated fairly. Is surveillance an ...

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Editorial

How do you keep financial planning clients engaged for the long-term in an age of instant gratification and continuing market volatility? The answer may lie in the client...

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Superannuation

Financial advisers may be unaware of the hidden costs with regards to the taxation treatment of lump sum benefits from superannuation, according to Damian Hearn....

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Financial planning

A decision by the Government to withdraw an amendment to the director penalty regime from its recent tax laws amendment means the initiative to target phoenix directors m...

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Financial planning

The Australian Financial Services (AFS) Group has bolstered its presence in Queensland, with the Brisbane-based financial planning practice Alps Network deciding to align...

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Policy & Regulation

The Sydney District Court has sentenced finance broker and unregistered tax agent Angelos Giourtalis to nine years in gaol for 57 counts of tax fraud....

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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 17 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