ACCOUNTANT

Financial planning

The Institute of Public Accountants (IPA) has called on the Federal Government to extend legal privilege to tax advice provided by professional tax advisers....

Editorial

Deborah Wixted explains what happens when good capital gains tax contributions go bad. ...

Editorial

In the second part of his article on claims management fees, Col Fullagar considers fee-based remuneration models and their impact on claims management....

Financial planning

FOS backs actions of planner after client accountant's tax-related strategy ends in complaint....

Superannuation

Principals of the newly launched Self-Managed Super Funds (SMSF) Academy have flagged plans to enter the RG146 space in the near future, depending on the changes flowing ...

Editorial

With remote access and flexible working hours becoming par for the course, Bruce Gingell considers the viability of the mobile financial planning business model....

Editorial

Simon Stanton explains why financial planners should not leave themselves out of the insurance claim process....

Tools & guides

Contribution planning above the non-concessional caps is essential for superannuation, but you have to make sure it counts, writes Damian Hearn....

Financial planning

Tax is an integral part of a client's financial affairs - particularly in relation to superannuation - so financial advisers need to regularly discuss it with clients. Ja...

Financial planning

The advertising campaign proposed by the Financial Planning Association (FPA) will cost up to $15 million over five years....

Superannuation

Platform provider Praemium has launched its self-managed super fund (SMSF) offering, Smart Wrap SMSF, which the company said would engage, rather than create competition,...

Superannuation

The superannuation market offers more choice than ever for consumers looking to build a retirement nest egg, but exercising the right strategies can make a world of diffe...

Financial planning

Accounting firm Chan & Naylor has announced plans to expand its network, and has appointed a new chief operating officer to oversee the process....

Tools & guides

Jeffrey Scott explains transitional relief for superannuation funds and the deductibility of disability benefit premiums....

Tools & guides

Troy Smith explains the options available to SMSF trustees when calculating the amount of tax-free income during the pension phase....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 21 hours ago