A director of a taxation business in Melbourne has undertaken not to act as a representative of a securities dealer or investment adviser or hold a proper authority from ...

We are rapidly approaching that time of year again when the rush is on to find ways to boost up tax deductions and minimise the tax bill for this year....

The Macquarie Bank is preparing to take on the Australian Tax Office (ATO) in court in a bid to reverse the tax office’s decision to disallow tax deductions for so-called...

A Melbourne-based securities dealer is offering planning groups an equities tracking service for clients’ portfolios....

Making compulsory superannuation work more effectively can provide substantial taxation relief to clients of financial planners, AMP technical services manager John Perri...

The Financial Planning Association (FPA) has met with the Minister for Ageing, Kevin Andrews, to develop a long term approach to demographic problems arising from Austral...

The Financial Planning Association (FPA) has failed in its attempt to include the term ‘financial planner’ in the list of restricted words and expressions in the Financia...

Over the last few years I’ve noticed that industry commentators are focussing on the issue of so called “independence” of advice and then drawing the conclusion that this...

The Australian Tax Office (ATO) has acted to crack down on scheme promoters offering to give individuals early access to their superannuation savings....

Financial services company Snowball Group has entered a deal to acquire financial planning and accountancy group Investment Taxation Specialists (ITS), a move which will ...

The Financial Planning Association (FPA) has renewed its calls for a public inquiry into the issue of Australians’ poor savings record, in the wake of Democrat Senator Al...

Over the past 12 months the working lives of Australia’s financial planning fraternity has been given a good shakeup and for some, even been turned upside down. The bad n...

Is this the new minister for financial services? Not quite, but senator Helen Coonan, appointed minister for Revenue and Assistant Treasurer after the Prime Minister scra...

There are a number of forces, which will combine to recreate the wealth management Industry. These forces are so powerful that they may lead the wealth management industr...