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AUSTRALIAN TAXATION OFFICE
Superannuation
The trustees of a number of self-managed superannuation funds can expect to be contacted by both the Australian Taxation Office and the Australian Prudential Regulation A...
Superannuation
So you think there is nothing to vote for at the upcoming federal election? If you are a financial planner, think again, writes Rebecca Evans....
Financial planning
The former director of a Queensland-based early release superannuation scheme has appeared in the Brisbane Magistrates Court on 21 charges of fraud brought by an Australi...
Financial planning
The Australian Securities and Investments Commission has reaffirmed its ongoing crusade against schemes illegally promoting the early release of superannuation by announc...
Financial planning
Tony Rumble argues the risk of protected loans can be diminished if used in a progressive manner....
Financial planning
Superannuation funds with fewer than 50 members may still pay a defined benefit pension under a one-year transitional rule. Liang P Leow reports....
Financial planning
Just when you think you understand how to comply with the terms of your Australian Financial Services Licence, Batch 8 dollar disclosure arrives, writes Paula Zammit....
Financial planning
The Australian Taxation Office (ATO) has again been slammed in Parliament over its inflexibility and reluctance to grant concessions to investors in tax-effective investm...
Financial planning
While property depreciation falls into the tax agent or accountant’s sphere of responsibility, financial planners must understand how a new tax ruling may impact investor...
Financial planning
The Australian Taxation Office (ATO) is set to release guidance on superannuation re-contribution strategies employed by financial planners to leverage tax benefits....
Superannuation
The Australian Tax Office has issued a stern warning to the 560,000 Australians managing their own super by releasing guidelines clearly outlining instances in which trus...
Financial planning
The Australian Taxation Office in consultation with the Australian Securities and Investments Commission will not move to regulate ‘incidental’ tax advice given by financ...
Superannuation
Super Concepts has announced the release of a new advice service for the self managed superannuation fund (SMSF) market that tracks performance of individual SMSFs....
Editorial
Commonwealth Bank of Australia owned dealer group Financial Wisdom has been found liable by the Victorian Supreme Court for negligent investment advice resulting in losse...
Superannuation
The Federal Government has backed down on plans to remove complying pensions from self managed superannuation funds (SMSF) with the addition of a transition allowing use ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...