treasury

Financial planning

SEQUAL working on reverse mortgage advice

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

Financial planning

Advisers are being heard, says AFA

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

Financial planning

Treasury clarifies position of salaried advisers

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...

Financial planning

BT takes payment push to Canberra

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...

Financial planning

Bowen's financial advice overhaul

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

Financial planning

ATO draft ruling casts doubt on trusts as an effective tax structure

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...

Financial planning

A return to tried and tested tax strategies

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...

Financial planning

ATO proposes end to Commissioner's unlimited amendment powers

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

Financial services competition remains key concern: Henry

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....

Editorial

Financial planners held hostage by Henry Review

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

Editorial

A guide to the managed investment scheme disclosure changes

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

Financial planning

Potential changes to super gearing

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...