ATO

Superannuation

Trustees lent 95 per cent of SMSF assets to a related company during a period of physical and financial stress....

Financial planning

ATO moving to streamline its dispute resolution process....

Financial planning

Advisers should think all issues through carefully before acting on the Australian Taxation Office's (ATO) new ruling that will affect the way capital gains made by trust...

Financial planning

APRA executive Keith Chapman reveals some super funds are misrepresenting liquidity information to avoid paying benefits to members....

Superannuation

What legislation has been passed and what's in store from July 1, 2009? JOHN CIACCIARELLI provides an update....

Financial planning

Will be paying close attention to claims relating to managed investment schemes and other retail products over coming year....

Superannuation

Sam Wall offers potential remedies for clients who have exceeded their contribution cap in superannuation....

Financial planning

The Association of Superannuation Funds of Australia has claimed the Australian Taxation Office may be claiming more than it actually costs to run the Lost Members Regist...

Superannuation

Martin Breckon takes a look at end of financial year super contribution issues....

Financial planning

The Taxation Commissioner Michael D'Ascenzo has confirmed the existence of new weapons in the ATO's armoury for scrutinising high-worth individuals....

Editorial

Investors who are under financial pressure may be tempted to artificially create losses....

Superannuation

Certain transactions may breach in-house asset rules and trustees should be wary of suspect arrangements....

Financial planning

ASFA has succeeded in gaining relief from the requirement to track down temporary residents whose super monies have been transferred to the ATO, a move which will represe...

Superannuation

SAM WALL responds to financial planners’ top queries following the recent Federal Budget....

Financial planning

There was a fair amount of confusion when the concessional contribution caps were introduced in the 2006 Federal Budget, and now it appears the ATO's own systems are misc...

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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...

2 weeks 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 3 days ago

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

4 days 18 hours ago