TAXATION

Financial planning

There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....

image
Superannuation

SPAA welcomes changes to the tax treatment of non-reversionary pensions....

image
Editorial

Financial planners may have won something of a victory in terms of TASA implementation, but the Financial Services Council’s Cecilia Storniolo writes that those impacted ...

image
Superannuation

AMP’s Philip La Greca provides a checklist for taking on an existing SMSF client....

image
Superannuation

Liberal MP Paul Fletcher has hit out at the Labor Government for the current lack of public confidence in Australia’s superannuation system. . ...

image
Life/Risk

New measures introduced in the 2013 Budget will have an important flow-on effect on insurance in super, writes David Glen. ...

image
Superannuation

Those hardest hit by the $100,000 limit on the pension income tax exemption may well be those left behind after the death of an SMSF pensioner, according to Bryce Figot a...

image
Superannuation

The SMSF Professionals' Association of Australia (SPAA) has welcomed the passage of amendments to allow refunding of excess concessional contributions, but says it should...

image
Superannuation

SPAA welcomes excess concessional contributions amendments...

image
Superannuation

The methodology used to measure superannuation tax concessions is "fatally flawed", according to SPAA's Andrea Slattery....

image
Superannuation

Super association claims tax concessions undermine super system ...

image
Financial planning

An audit report confirms that getting a review of adverse debt relief from the ATO is possible, but only if you read the fine print....

image
Superannuation

Graeme Colley warns some business owners who are nearing retirement fail to understand the complexity surrounding the eligibility criteria for CGT concessions and end up ...

image
Policy & Regulation

In the lead-up to tax time, the Australian Taxation Office (ATO) is warning taxpayers about new and complex tax avoidance schemes offering people financial security....

image
Superannuation

The Shadow Minister for Financial Services, Mathias Cormann, has indicated the Federal Opposition would revisit concessional contribution cap limits should it win the upc...

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 1 week ago

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

2 months 1 week 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

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 day 8 hours 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...

4 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

6 days 7 hours ago