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Showing 11 - 20 of 6195 results for "Tax"

Equity Trustees welcomes new chief financial officer

ELIZA BAVIN  |  THURSDAY, 11 APR 2024
... teams. She is currently the interim chief financial officer at ISPT and responsible for the finance, procurement, insurance, tax, treasury, and valuation functions of the business. Prior to this, she was Vanguard Australia chief financial officer from ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... determining the most appropriate funding method. A slew of costs to consider include accommodation payments, daily care fees, tax, social security, and estate planning services. "Strategic and financially complex aged care advice is increasingly provided ...

Count completes Solutions Centric deal, reconsiders another

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2024
... that support accounting and financial planning (IT and offshore capabilities), along with actuarial certificates, SMSF and tax training/education," Count said. However, at the same time, it confirmed that the intended sale of Bentleys (WA) has not been ...

Super advice fee deductions compound red tape: JAWG

KARREN VERGARA  |  MONDAY, 8 APR 2024
... for certain insurance commissions. "This schedule also amends the Superannuation Industry (Supervision) Act 1993 and Income Tax Assessment Act 1997 to provide a clear legal basis for the payment of advice fees from superannuation and associated tax consequences," ...

Treasury mulls transfer balance credit provision reforms

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2024
The government is consulting on changes to provisions afforded to super fund members with a capped defined benefit income stream to ensure they are not negatively impacted in the event of a merger. Under current legislation, when a super fund merges ...

Citi scores $13bn custody, admin mandate

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2024
... registry services provider for Fiducian Group, having completed the migration of over 1300 assets, thousands of transactions, tax parcel data and unit pricing across the group's IDPS, super wrap, and funds management offering, it said. Fiducian has some ...

Senate Committee endorses Superannuation Objective Bill

ANDREW MCKEAN  |  WEDNESDAY, 3 APR 2024
... AustralianSuper asserted the Bill would promote intergenerational fairness, ensuring young people don't experience higher tax obligations to fund the Age Pension. The Australian Council of Trade Unions (ACTU) praised the Bill for enshrining "fundamental ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... and joining was the best move they ever made, making our decision a lot clearer to reach." Murray Nankivell launched as a tax practice in 1938 and added an advice offering in 2009. Count group head of advice Andrew Kennedy said: "Tony and the team bring ...

CSLR kicks off, 2k await compensation

KARREN VERGARA  |  TUESDAY, 2 APR 2024
... consider managed investment schemes (MIS). It also overlooks litigation funding schemes, time-sharing schemes, issues relating to tax treatment, the Corporate Collective Investment Vehicle regime, or the rights and obligations of custodians. Prior to ...

Tranche one of advice reforms hits parliament

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... legal basis on which superannuation trustees can charge members for financial advice from their account and the associated tax consequences (Recommendation 7). The new laws will also house Recommendations 13.1, 13.2, and 13.3 of the QAR that wants clarification ...