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?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

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

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago