TREASURY

Financial planning

Industry reforms may lead to changes in adviser recruitment strategies....

Financial planning

The FPA has established the Future of Financial Advice Taskforce, which will carry members' views and concerns through to the Treasury....

Financial planning

The UK regulatory system will be overhauled, and the Financial Services Authority - the UK's version of the Australian Securities and Investments Commission - will be abo...

Financial planning

The 'opt in' provisions for continuing advice and professional indemnity insurance were just two of the key issues tabled at the AFA Leadership Licensee Forum this week....

Financial planning

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) are keen to have representation on the Future of Financial Advice expert advisory pan...

Financial planning

The Treasury has released the exposure draft regulations for extending tax file number (TFN) withholding arrangements to closely held trusts, which include family trusts....

Financial planning

The Senior Australians Equity Release Association of Lenders (SEQUAL) is working with Treasury and industry organisations to develop cost-effective financial advice regar...

Financial planning

AFA seeks to alleviate member concerns about Future of Financial Advice reforms....

Financial planning

The Treasury has provided further clarity on how salaried bank financial advisers will be dealt with as part of the proposed Future of Financial Advice reforms. The refor...

Financial planning

BT Financial Group is consulting with the Government and regulators in an effort to convince legislators that investment platforms are service, not product, providers, an...

Financial planning

The Rudd Government has made its reform plans for the financial advice industry public....

Financial planning

Stephen Heath explains how a draft ruling by the Australian Taxation Office raises question marks about the long term use of trusts as an effective tax structure for fami...

Financial planning

Financial planners remain in the throes of change and the end of the financial year will present further challenges. But sticking to tried and tested tax strategies may s...

Financial planning

The ATO is considering changes to income tax laws that currently provide the Commissioner of Taxation with an unlimited period to make an amendment to a taxpayer's assess...

Financial planning

Competition in Australia's banking sector remains a key concern for policy makers, Treasury secretary Ken Henry told the Count Financial conference in Canberra today....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago