TAX

Financial planning

Individuals are being advised not to be too hasty with filing their tax returns early as there are additional complexities in play this year. ...

image
Expert Analysis

Making sure clients are doing everything they can to boost their super is always a good idea, Laura Wright believes, and the lead-up to the end of the financial year is a...

image
Superannuation

It’s time for super funds looking for new ways to value-add to get serious about using a centralised portfolio management (CPM) approach, global implementation specialist...

image
Features

As 30 June approaches, advisers are starting to look at how to best leverage tax concessions to benefit their clients’ bottom lines. Even during a Federal Election campai...

image
Policy & Regulation

Two registered tax agents, QTR Accountants and Nicoh Group, have had their registrations terminated following 19 consumer complaints about their conduct....

image
Superannuation

Parametric has won $200 million custom global equities mandate from a large Australian superannuation fund....

image
Policy & Regulation

Advisers and their clients have been put on notice to maintain a tighter focus on share trades with the Australian Taxation Office now capable of matching share trades ag...

image
Policy & Regulation

The Federal Government has been warned of unintended consequences flowing from its plans to impose a 30 per cent withholding tax on international capital in the property ...

image
Policy & Regulation

The Federal Government will introduce legislation during the next session of Parliament that will fast-track its business tax relief for more than three million small to ...

image
Financial planning

The Australian Taxation Office has revealed that Project DO IT provided “valuable intelligence” about financial institutions and advisers that may have been involved in o...

image
Financial planning

Exposure draft legislation suggests the financial planning industry has secured a significant win on allowing advisers to represent their clients on tax issues....

image
Policy & Regulation

The Federal Government has drafted legislation aimed at shutting down an unintended tax concession arising from stapled structure arrangements....

image
Policy & Regulation

The Australian Taxation Office has revealed an income tax gap of $8.7 billion for individuals not in business for FY2015, warning that they were planning to crack down on...

image
Financial planning

As the 31 January renewal deadline for tax (financial) advisers passes, the Tax Practitioners Board (TPB) has revealed that the total number of advisers seeking registrat...

image
Superannuation

The Government has released draft legislation and a consultation paper related to changes to superannuation taxation for public consultation....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago