TAXATION

Financial planning

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Financial planning

The capital gains tax implications and taxation of group life and total and permanent disability (TPD) insurance policies held outside superannuation still require clarif...

Superannuation

The Federal Treasurer, Peter Costello, has used the release of the second Intergenerational Report to make clear that superannuation remains at the forefront of its polic...

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People & Products

The Financial Planning Association has recruited Association of Superannuation Funds of Australia chief financial officer and company secretary Robert Swanbury as its new...

Financial planning

The Australian Taxation Office has admitted it will be challenged to implement all of the proposed changes to agricultural managed investment schemes before June 30....

Funds management

The Federal Opposition has moved to gain favour with the funds management industry, flagging changes to the tax regime affecting foreign investors in Australian managed f...

Financial planning

Wealth management infrastructure solutions provider IWL, through one of its subsidiaries, has secured a strategic holding in Etrade Australia’s shares....

Financial planning

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Financial planning

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Financial planning

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Editorial

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Financial planning

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Financial planning

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Policy & Regulation

Federal Treasurer Peter Costello has defended a decision by the Australian Taxation Office last week to end existing up-front tax deductions for investments in non-timbe...

Financial planning

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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 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 1 hour 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