AUSTRALIAN TAXATION OFFICE

Financial planning

Treasurer Peter Costello has lambasted calls for superannuation savings to be cashed out and used by first home buyers to finance housing deposits....

Financial planning

The Federal Government has topped up the retirement savings of low to middle income earners by $244 million in the 19 months since the introduction of the superannuation ...

Financial planning

Financial planners providing tax advice have come under the spotlight of the Australian Securities and Investments Commission who released new guidance today to ensure pr...

Superannuation

The SMSF Professional’s Association of Australia has launched a new accreditation program for advisers, pre-empting Australian Taxation Office plans to double the number ...

Financial planning

The Federal Government has formed a new advisory committee to assist the Australian Taxation Office in devising an education campaign ahead of the implementation of the c...

Financial planning

Women could be the big winners from the superannuation co-contribution scheme for low income workers, with more than 126,000 expected to have their retirement savings top...

Financial planning

The Federal Government is claiming a victory with respect to the implementation of its superannuation co-contribution scheme, quoting Australian Taxation Office figures i...

Financial planning

Advisers looking for an alternative to the usual philanthropic vehicles can now use a prescribed private fund, Lisa Chambers and Paula Zammit write....

Financial planning

Tribeca’s Jason Menzies answers your questions in-depth....

Financial planning

Financial planning dealer groups have hit out at plans by the Australian Taxation Office (ATO) to target a new public register of soft dollar commission payments....

Superannuation

The trustees of a number of self-managed superannuation funds can expect to be contacted by both the Australian Taxation Office (ATO) and the Australian Prudential Regula...

Financial planning

Financial planners who disclose soft dollar payments under a new industry code of practice could be hit with a hefty tax bill....

Superannuation

The ATO has given the green light for advisers to use simple super recontribution strategies for their clients, writes Deborah Wixted....

Superannuation

Changes to tax rules have simplified the tax treatment of superannuation savings transferred from overseas, writes Kevin Smith....

Financial planning

How do you charge fees to your clients – upfront or ongoing? The value of your practice could double depending on how you charge for your advice, writes John Ellison....

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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 2 days 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