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....

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Editorial

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

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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....

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Financial planning

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

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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 ...

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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....

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Editorial

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

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Tools & guides

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

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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...

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Financial planning

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

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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...

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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....

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Tools & guides

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

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago