ATO

Financial planning

It's that hectic time of the year again when all and sundry are looking for that quick gap before the beans are counted....

Financial planning

You've done all the hard yards for your client. The client has come to you looking for an alternative investment to complement his exist-ing portfolio of investment produ...

Financial planning

The Australian Tax Office (ATO) says it may not be able to process all of the 110 applications it has so far received for product rulings before June, 30, 1999, despite h...

Financial planning

The Australian Taxation Office (ATO) has fired the first shots in its war against what it calls "aggressive" tax planning strategies, which promises to become bloodier ov...

Financial planning

The commencement of every new year ushers in new legislative arrangements with the potential to impact financial planning advice. Stephen Manassah focuses on seven legisl...

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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...

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 8 hours ago