TAXATION

Financial planning

The proposed changes to gearing rules in superannuation will open a "can of worms" for investors who use unlisted or DIY gearing in their super funds, said Alpha Structur...

Policy & Regulation

MLC Lifetime has reached an agreement to settle a dispute with the ATO regarding the tax treatment of a reinsurance contract entered into by MLC Lifetime in the 1998 tax ...

Financial planning

The chairman of the Cooper Review has recommended monetary penalties for employers with sloppy super admin, and said that the current paper-based system should be address...

image
Financial planning

Treasurer Wayne Swan has announced the Government’s report into the Henry Review will be released before the Federal Budget in May....

image
Financial planning

The FPA is addressing concerns that uncertainty about the Tax Agents Services Act 2009 - which is intended to govern and raise the standards of the provision of tax agent...

image
Superannuation

As the self-managed super fund industry continues to grow rapidly, Andrew Yee explains how to ensure your clients effectively manage their SMSFs....

image
Financial planning

The Henry Review could grapple between the goal for a simpler Australian taxation system and making significant changes that might split labour and salary income from inv...

image
Financial planning

The Henry Review is unlikely to recommend raising the superannuation guarantee and super concessions may see a decrease, said KPMG director of superannuation and pension ...

image
Policy & Regulation

The taxation regime needs be more robust to catch breaches of the Superannuation Industry Supervision Act, according to the chief executive of Opez, Cindy McDonald....

Superannuation

Mercer is urging tougher rules around SMSFs including around accountants and whether people should actually be in them....

image
Superannuation

Financial planners need to establish self-managed super funds with reserves to create more flexibility, argues SMSF Strategies principal Grant Abbott....

image
Superannuation

SPAA's technical director, Peter Burgess, has questioned a draft ATO ruling issued late last year....

image
Superannuation

Professionalism in the SMSF industry has improved greatly, but the ATO must remain firm with the sector, said Tax Commissioner Michael D'Ascenzo....

image
Financial planning

A Commonwealth and Taxation Ombudsman report has found that the ATO has established sound guidelines in the use of its 'access without notice' powers....

image
Editorial

Philip La Greca examines the possible impact that the outcomes of the forthcoming government reviews will have on superannuation and, in particular, SMSFs....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 15 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 21 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 19 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 22 hours ago