POLICY & REGULATION

INDUSTRY NEWS

From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...

INDUSTRY NEWS

The Inland Revenue Department (IRD) has been forced to repay $22 million to Tower Financial Services Group following a landmark decision in the full Court of Appeal....

INDUSTRY NEWS

The Investment Savings and Insurance Association (ISI) has presented its tax reform proposals to the leaders of the major political parties as a platfom for discussion....

INDUSTRY NEWS

Queensland-based financial planning group Protax is on a huge expansion drive. It has formed a new dealer group with ANZ Banking Group and is poised to expand its own nu...

INDUSTRY NEWS

From time to time, the trust deed of a superannuation fund or other trust may be amended. In some circumstances, the changes to the trust deed may result in a new trust b...

INDUSTRY NEWS

The Australian Taxation Office (ATO) has won support for its crack-down on more than 1,600 investors who took advantage of tax breaks in schemes run by Budplan....

INDUSTRY NEWS

On March 26, the Prime Minister announced a package of new tax incen-tives for gifting. These incentives will appeal to philanthropically inclined financial planning cli...

INDUSTRY NEWS

A large proportion of Australians aged 18 to 59 are unaware of the tax benefits associated with life insurance and income protection, a recent survey commissioned by MLC ...

INDUSTRY NEWS

The tax office may soon end the freeze on tax liabilities on 7000 as-sessments for tax-effective schemes, according to tax commissioner Michael Carmody. Unless scheme pro...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 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 ...

3 months 1 week ago

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

5 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 5 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 4 days ago