AUSTRALIAN TAXATION OFFICE

Policy & Regulation

The severe tax penalties for excess super contributions are not necessarily targeting the people the Australian Taxation Office (ATO) intends, according to the director o...

Financial planning

BT Wrap has attempted to address the contentious issue of excess contributions caps through the development of a contributions tracking system....

Tools & guides

John Ciacciarelli demystifies small business CGT contribution caps....

Policy & Regulation

The National Australia Bank has settled a 15-year long dispute with the ATO, with the bank ending up $142 million better off....

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

Damian Hearn explains the year-end tax strategies available to the self-employed during the transition-to-retirement stage....

Financial planning

The Australian Taxation Office (ATO) has warned firms using discretionary trusts that they may be liable for penalties and charges....

Superannuation

Gearing in self-managed super funds (SMSFs) is one of the most confusing issues for advisers, and the Queensland floods could highlight the need for legislative change, a...

Superannuation

The Australian National Audit Office has criticised the ATO for replicating the deficiencies of the past....

Editorial

With the Gillard Government believed certain to impose client 'opt in' arrangements on financial planners, Mike Taylor writes that some serious questions are being asked ...

Superannuation

The ATO says it has done as much as it can with respect to excess super contributions and the matter now resides with the Government and Treasury...

Tools & guides

Natural disasters have been at the forefront of Australian news recently. Graeme Colley explains the role of government assistance in helping people get back on their fee...

Financial planning

A new survey reveals the extent to which regulators are failing to deliver timely answers to Parliament....

Financial planning

A new survey reveals the extent to which regulators are failing to deliver timely answers to Parliament....

Superannuation

SMSF breaches are declining as the sector matures and as the taking of transition to retirement options rises....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
moneymanagement logo