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AUSTRALIAN TAXATION OFFICE

Financial planning

Planners who help clients set up self managed superannuation funds must also tackle the issue of who will be the trustee. Ben Smythe examines how an external third party ...

Financial planning

Integration is a win for all stakeholders...

Financial planning

Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...

Superannuation

This week, Ramani (SG) Venkatramani, the general manager of APRA’s diversified institutions division, will fly to a conference of worldwide pensions industry representati...

Financial planning

The Commonwealth Ombudsmen has released a report calling on the Australian Taxation Office (ATO) to supply more information to investors caught up in mass marketed tax mi...

Superannuation

The Financial Services sector would notice little immediate difference if the Australian Labor Party took office after November 10. Why? Because the ALP believes that the...

Financial planning

Financial services group Harts Australasia may have left the financial services industry reeling in the past week with news of its collapse, however, it appears that the ...

Financial planning

While the financial services industry has been pulling its collective hair out over the issues surrounding the alienation of personal services income (APSI), it appears o...

Financial planning

The founder and executive chairman of financial services group Harts Australasia, Steve Hart, faced the Brisbane Magistrates Court charged with 11 tax-related fraud offen...

Superannuation

Tax strategies linked to superannuation are growing in popularity but have also been identified by the Australian Tax Office as an area of concern. Rob Keavney questions ...

Financial planning

Tom Collins reckons the Financial Services Reform Bill currently before parliament will make life easier for unscrupulous operators and tougher for the honest opertors. H...

Financial planning

A number of agribusiness investment schemes will fail to achieve capital raising targets this financial year following a crackdown by the Australian Taxation Office (ATO)...

Financial planning

The Australian Taxation Office now allows borrowers involved in Macquarie’s Geared Equities Investments (GEI) to obtain tax benefits for 100 per cent of the interest paid...

Financial planning

As the nation fast approaches the end of another financial year, superannuation maintains its prime place as a popular tool for creating a tax effective year end strategi...

Financial planning

After a several month search, the Australian Retirement Income Streams Association (ARISA) has hired Kevin Casey as the association’s new chief executive....

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MARKET INSIGHTS

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

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

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