TREASURY

Financial planning

The 'opt in' provisions for continuing advice and professional indemnity insurance were just two of the key issues tabled at the AFA Leadership Licensee Forum this week....

Financial planning

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) are keen to have representation on the Future of Financial Advice expert advisory pan...

Financial planning

The Treasury has released the exposure draft regulations for extending tax file number (TFN) withholding arrangements to closely held trusts, which include family trusts....

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Financial planning

The Senior Australians Equity Release Association of Lenders (SEQUAL) is working with Treasury and industry organisations to develop cost-effective financial advice regar...

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Financial planning

AFA seeks to alleviate member concerns about Future of Financial Advice reforms....

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Financial planning

The Treasury has provided further clarity on how salaried bank financial advisers will be dealt with as part of the proposed Future of Financial Advice reforms. The refor...

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Financial planning

BT Financial Group is consulting with the Government and regulators in an effort to convince legislators that investment platforms are service, not product, providers, an...

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Financial planning

The Rudd Government has made its reform plans for the financial advice industry public....

Financial planning

Stephen Heath explains how a draft ruling by the Australian Taxation Office raises question marks about the long term use of trusts as an effective tax structure for fami...

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Financial planning

Financial planners remain in the throes of change and the end of the financial year will present further challenges. But sticking to tried and tested tax strategies may s...

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Financial planning

The ATO is considering changes to income tax laws that currently provide the Commissioner of Taxation with an unlimited period to make an amendment to a taxpayer's assess...

Financial planning

Competition in Australia's banking sector remains a key concern for policy makers, Treasury secretary Ken Henry told the Count Financial conference in Canberra today....

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Editorial

The Government's failure to release the Henry Tax Review has angered financial planners....

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Editorial

Following the Government's prescription for better managed investment schemes disclosure, Brendan Ivers explains how these changes have affected the industry....

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Financial planning

There could be changes in the 2010 Federal Budget to the way gearing in super operates, although there has not yet been any official indication from the Government, accor...

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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