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Showing 11 - 20 of 45 results for "TASA"

BT makes key distribution role appointment

LAURA MILLAN | MONDAY, 28 JUL 2014

... efforts in relation to financial advice, including the Future of Financial Advice (FoFA) reform, the Tax Agents Services Act (TASA), advice competency and value of advice. She joined the FSC in 2010 and has over 20 years' experience in financial services. ...

FSC's Storniolo leaves to join BT

LAURA MILLAN | TUESDAY, 22 JUL 2014

... efforts in relation to financial advice, including the Future of Financial Advice (FoFA) reform, the Tax Agents Services Act (TASA), advice competency and value of advice. Storniolo joined the FSC in 2010 and she has over 20 years' experience in financial ...

TPB open for TASA registration from today

LAURA MILLAN | TUESDAY, 1 JUL 2014

... financial advice can register from today with the Tax Practitioners Board (TPB) to comply with the Tax Agent Services Act 2009 (TASA). The TPB has sent all Australian financial services licensees (AFSL) instructions and login details to access the online ...

Treasury contemplates TASA relief for experienced advisers

LAURA MILLAN | THURSDAY, 26 JUN 2014

... over the past eight and belong to a professional association will not have to meet the new Tax Agents Services Act 2009 (TASA) requirements for advisers, Treasury said. The government has issued an exposure draft outlining the proposed amendments to ...

TPB releases tax advice definition in YouTube video

LAURA MILLAN | MONDAY, 14 APR 2014

... the move could indicate an effort to engage with financial advisers ahead of the start of the Tax Agent Services Act 2009 (TASA) on July 1, 2014. The legislation requires advisers who provide tax advice to become registered tax agents and to meet a number ...

AFA focuses FSI submission on FoFA "misinformation campaign"

LAURA MILLAN | MONDAY, 7 APR 2014

... at the Tax Agent Services Act (2009), which is due to start on July 1, 2014. "We believe that there are issues relevant to TASA that should be considered by the Financial System Inquiry and would recommend that the commencement of TASA awaits this outcome." ...

Tax advisers in need of additional PI insurance

LAURA MILLAN | TUESDAY, 11 MAR 2014

... for submissions until April 6, 2014. The document was issued by the TPB ahead of the start of the Tax Agent Services Act (TASA) in July 1, 2014, which requires financial advisers to become registered tax agents if they provide tax advice. The organisation ...

Advisers to complete 60 extra education hours under TASA

LAURA MILLAN | MONDAY, 10 MAR 2014

... complete a minimum of 60 hours of continuing professional education (CPE) in three years as part of the Tax Agent Services Act (TASA) 2009 legislation. The TPB released Exposure Draft Explanatory Paper D5/2014 on proposed CPE policy requirement for registered ...

SFG growth not affected by FoFA changes

LAURA MILLAN | TUESDAY, 25 FEB 2014

... company will also be "looking at the best ways to approach upcoming legislative changes such as [Tax Agent Services Act 2009] TASA and the limited AFSLs for financial advisers.

FPA puts TASA back in the agenda

LAURA MILLAN | WEDNESDAY, 19 FEB 2014

The Financial Planning Association (FPA) is putting the Tax Agent Services Act (TASA) 2009 back on the advisers' agenda ahead of the implementation in July 1, 2014. The association has put together four webinars and a toolkit campaign that aim to educate ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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