TPB

Financial planning

Questions are being asked about why the board of the Financial Adviser Standards and Ethics Authority has avoided direct engagement with key industry groups for more than...

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Policy & Regulation

Former tax agent Rudy Frugtniet has failed in his six year battle against the Tax Practitioners Board to overturn the termination of his registration....

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Financial planning

The Tax Practitioner’s Board is offering grandfathered arrangements to cover tax financial advisers and others if it succeeds in convincing the Government to allow the re...

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Financial planning

The Australian Securities and Investments Commission says there is no evidence that accountants or tax financial advisers provide any better advice than ordinary financia...

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Financial planning

The major accounting groups have united to mount a campaign aimed at clearing the way for the more effective delivery of advice by simplifying the multiple regulatory reg...

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Financial planning

A dramatic spike in compliance action from tax agents has followed changes to the composition to the Tax Practitioners Board....

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Financial planning

The Tax Practitioners Board has announced it will target 2,000 tax practitioners who were identified as being of the highest risk....

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Financial planning

The Association of Financial Advisers has recommended a limited advisory role for the Tax Practitioners Board in the advice space while, at the same time, pointing to maj...

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Financial planning

There is an urgent need to end the regulatory overlap between the Tax Practitioners Board and the Financial Adviser Standards and Ethics Authority, according to the Finan...

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Financial planning

Providing advice with respect to Self-Managed Superannuation Funds is complex and something deserving deeper analysis than the current review of the Tax Practitioners Boa...

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Financial planning

Will changes to default superannuation arrangements combine with changes to income streams serve to squeeze many advisers out of the superannuation market?...

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Policy & Regulation

Tax practitioners may find themselves facing a similar array of sanctions to that confronting financial planners including enforceable undertakings and permanent bannings...

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Financial planning

Major accounting body, Chartered Accountants ANZ has argued for accountants to be given the right to give ‘incidental advice’ under a carve-out from the financial advice ...

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Policy & Regulation

The Tax Practitioners Board has revealed it is investigating the activities of 350 practitioners over suspected “high risk behaviour”....

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Policy & Regulation

The SMSF Association has backed giving the Tax Practitioners Board more disciplinary powers, arguing tax practitioners should not be sheltered from change or greater scru...

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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 2 weeks 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