TAXATION

Financial planning

Many financial planning firm owners could be forced to pay large amounts of extra income tax if the ATO goes ahead with proposed changes to the treatment of certain tax s...

Financial planning

Storm Financial co-founders Emmanuel and Julie Cassimatis seemed to be suffering from a bout of absent mindedness in the final days of hearings into the company's collaps...

Financial planning

The Australian Bankers Association has called for greater clarity on what represents advice with respect to superannuation....

Financial planning

Despite comprising less than two per cent of retail funds, structured products have received more than their fair share of criticism over the past year. Vince Scully disc...

Financial planning

Advice and wealth management firm Lachlan Partners has merged with a boutique wealth management firm previously licensed through PIS....

Superannuation

Having death benefits paid as an income stream is an under-utilised strategy, writes Matt Hughes....

Financial planning

Transferring commercial property into a self-managed superannuation fund may lead to significant taxation benefits....

Editorial

Mike Mitchell examines the recent changes to the Government’s supervision of philanthropic giving and weighs up the advantages and disadvantages....

Financial planning

Advisers need to consider the impact of negative returns when consolidating multiple superannuation accounts for clients, writes CRAIG DAY....

Financial planning

ATO moving to streamline its dispute resolution process....

Financial planning

Advisers should think all issues through carefully before acting on the Australian Taxation Office's (ATO) new ruling that will affect the way capital gains made by trust...

Policy & Regulation

The Association of Superannuation Funds of Australia has warned the mooted changes to the tax regime covering the supply of financial services will increase costs....

Financial planning

The practice of offering low cost SOAs and initial advice to potential clients and recouping the costs later is distorting the true cost of financial advice....

Financial planning

The Cooper Review into Australia's superannuation system has officially kicked off with the release yesterday of its scoping paper setting out the review's approach and t...

Financial planning

APRA executive Keith Chapman reveals some super funds are misrepresenting liquidity information to avoid paying benefits to members....

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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’...

3 months 1 week ago

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

4 months ago

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

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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