TAXATION

Financial planning

The New Zealand Government’s plans to bring taxation aspects of family trusts into line with Australian regulations have met with fierce resistance from many tax speciali...

Policy & Regulation

Legislation covering the Ralph reforms will simply add to the mess created by the existing tax act, says its author John Ralph....

Financial planning

An admission by two major UK public pension schemes that they wrongly advised thousands of immigrating clients has reignited the controversy over advice for immigrants to...

Financial planning

Advisers whose clients have taken out fixed-term pensions purchased with a lump sum post March 1, 2000 should review the method that’s been used to calculate the capital ...

Financial planning

Melbourne’s John Hewison has been elected the Financial Planning Association’s (FPA) new chairman of the board....

Financial planning

Melbourne’s John Hewison has been elected the Financial Planning Association’s (FPA) new chairman of the board....

Financial planning

Advisers should not sail too close to the wind when it comes to tax planning. At least that is the opinion of Kenneths Group director John Day who says it is im-portant ...

Financial planning

Reaction to the recent federal budget has been fairly subdued with most industry analysts noting the lack of news for the financial services industry....

Financial planning

Ralph changes to the taxation on entities will bring trusts in line with indi-vidual tax rates - a move which could put many unwary investors at risk of pay-ing too much ...

Financial planning

The Government’s tax reform agenda continues to make all of our lives difficult. Take the new capital gains tax (CGT) rules for example....

Life/Risk

Taxation of Australian general insurance premiums is the highest in the world, according to a study released today by financial services group Deloitte Touche Tohmatsu....

Financial planning

One of IOOF's senior management team, Tony Jacobs, has left the company after the group decided to outsource its taxation advice....

Financial planning

While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...

Financial planning

The investment industry has given the thumbs up to the New Zealand Government's anti tax avoidance measure on contributions to employer superannuation funds....

Financial planning

While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago