TPB

Policy & Regulation

A former tax partner at PricewaterhouseCoopers has been de-registered as a tax agent for integrity breaches after disclosing details of confidential law reforms....

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Financial planning

The introduction of the single disciplinary body as part of the Better Advice Bill will lift standards as it will be individual advisers who have to register themselves a...

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Financial planning

The Federal Government faces strong lobbying from financial planning organisations to ensure that the new single disciplinary body does not become yet another impost on a...

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Financial planning

The Financial Planning Association has challenged the Tax Practitioners Board to explain why tax financial advisers should be required to do anything beyond meet the requ...

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Financial planning

Tax financial advisers will be allowed some flexibility about how they meet the three-year 120 hours continuing professional education requirements under the new Tax Prac...

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Policy & Regulation

The Government has announced it will implement a range of reforms, including greater independence of the Tax Practitioners Board from the Australian Tax Office and a redu...

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Financial planning

The Financial Planning Association is pointing to the proposed Single Disciplinary Body as the answer for delivering greater regulatory simplicity for financial tax advis...

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Policy & Regulation

A new legislative instrument registered by the Tax Practitioners Board will allow BAS agents to provide an expanded range of services in relation to the superannuation gu...

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Financial planning

With the average cost of a statement of advice having risen to around $2,700 the Financial Planning Association says it’s time to peel back the layers of regulation imped...

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Policy & Regulation

The Tax Practitioners Board has terminated the registration of a tax practitioner who filed 100 tax returns without checking the identity of the clients....

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Financial planning

COVID-19 challenges have seen the Tax Practitioners Board extend key concessions granted earlier this year to tax practitioners....

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Financial planning

Hussain Nazeer submitted false claims which resulted in almost $180,000 that he kept himself....

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Financial planning

The Financial Planning Association has used an updated pre-Budget submission to urge the Government to roll functions of the Financial Adviser Standards and Ethics Author...

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Financial planning

The Financial Planning Association has warned the Australian Competition and Consumer Commission against imposing another layer of regulation and cost on financial advise...

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Financial planning

Tax Financial Advisers should be permitted to apply for Australian Business Numbers on behalf of clients and the Tax Practitioners Board has been asked to facilitate the ...

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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...

4 days 15 hours 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...

4 days 16 hours 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...

5 days 15 hours 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. ...

8 months 4 weeks ago

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

9 months 1 week ago