TAXATION

Editorial

When it comes to income protection insurance, receiving the payment as a lump sum or as a monthly benefit can make a big difference to clients, writes Jeff Scott....

image
Financial planning

The ATO's offer of reduced penalties in exchange for the full disclosure of undeclared offshore income will close next week....

Editorial

The appointment of Mark Rantall as the new FPA chief executive comes amid revelations of disagreements in the boardroom....

image
Financial planning

Australia's aspirations to become a financial capital of the Asia region are naive, according to the managing director of Standard and Poor's, John Bailey....

image
Policy & Regulation

The Minister for Financial Services, Chris Bowen, has confirmed the Government’s commitment to clearing obstacles to Islamic finance in Australia....

image
Financial planning

The ATO has signalled that the use of aggressive tax advisers may weigh as a risk for major companies....

image
Policy & Regulation

Australian small business owners are working overtime to fulfil their tax reporting obligations, spending almost 60 hours a year going over their books....

Editorial

In a speech addressing the Agribusiness Association of Australia, David Bryant explains why tax-effective managed investment funds are fundamentally flawed and pose a sig...

image
Tools & guides

MLC's Jon de Fries explains why income protection insurance can be just as important for higher income earners and discusses some policy ownership issues....

image
People & Products

Australian Ethical has appointed its current head of research James Jordan as its chief investment officer, replacing Martin Halloran who will leave the organisation on 3...

Financial planning

ATO outlines clampdown on GST fraud and the cash economy....

Financial planning

Over the last few years Australians have become more generous with donations and gifting to charities. Keat Chew explains why some are taking the extra step of setting up...

image
Editorial

The Henry Review, the Government's overview of Australia's tax system, has failed to suggest action on the life insurance/risk needs of consumers....

image
Policy & Regulation

The deadline for the Australian Taxation Office’s (ATO's) crackdown on foreign tax havens is fast approaching, with only one month to go before the voluntary disclosure i...

image
Financial planning

Stephen Hart examines the recent introduction of ASIC's class order for retail bonds and considers what it means - and what is happening in parallel with its development....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 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....

6 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 4 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 2 days ago