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...

image
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....

image
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...

image
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...

image
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...

image
Financial planning

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

image
Financial planning

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

image
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...

image
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...

image
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...

image
Financial planning

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

image
Policy & Regulation

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

image
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 ...

image
Policy & Regulation

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

image
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...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

15 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

17 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 16 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 3 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 1 week ago

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

9 months 3 weeks ago