TREASURY

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....

Editorial

The Government's failure to release the Henry Tax Review has angered financial planners....

Editorial

Following the Government's prescription for better managed investment schemes disclosure, Brendan Ivers explains how these changes have affected the industry....

Financial planning

There could be changes in the 2010 Federal Budget to the way gearing in super operates, although there has not yet been any official indication from the Government, accor...

Financial planning

The Treasury's Audit Quality in Australia review does not address vital issues that threaten to undermine the quality of auditing, says BDO....

Financial planning

ASFA has warned that complex super products cannot be adequately explained within six pages....

Policy & Regulation

The Treasury yesterday released the latest forward work program outlining the consultation process for tax reform....

Financial planning

The Henry Review could grapple between the goal for a simpler Australian taxation system and making significant changes that might split labour and salary income from inv...

Editorial

The Rudd Government’s initial response to the latest intergenerational report was, to say the least, both predictable and disappointing, writes Mike Taylor. ...

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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 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. ...

3 days 19 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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

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