The SMSFA has said the CSLR revised levy estimate places “a far too heavy burden” on the financial advice sector.

Tax effect accounting is emerging as one of the strategies being employed to help mitigate tax implications from the proposed ...

The finalists for the 2025 Australian Wealth Management Awards have been revealed, shining a spotlight on the top performers ...

As the dust settles on the new Regulations introduced from 7 December 2024, a significant technical challenge is emerging for ...

Financial advisers won’t get any relief from the $20 million sub-sector cap, however, the revised estimate for the 2025–26 ...

A recent private binding ruling has said that a lump sum in specie transfer to a trust received after the death of a member is a superannuation member benefit.

The corporate regulator wants consumers to be on “red alert” over high-pressure sales tactics that urge super switching, ...

The SMSF Association said the warning from ASIC regarding “pushy sales tactics” is a timely reminder to the industry that ...

Marnie Page is taking up the role and will be based in Sydney and bringing with her a wide experience and knowledge of the financial services sector, having worked for Fitzpatricks Private Wealth, ...

In 2018, Fuoco was found to have engaged in misleading and deceptive conduct and unconscionable conduct, and to have contravened financial services laws. The court held in the contempt proceeding that ...