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Showing 11 - 20 of 23 results for "Tax adviser"

ATO closing in on undisclosed offshore income

MARK SMITH  |  MONDAY, 30 JUN 2014
The Australian Taxation Office (ATO) is mining data to track down people with undisclosed offshore income and assets. The ATO is examining information from a range of sources including: data from overseas tax authorities on Australians with offshore ...

TPB releases tax advice definition in YouTube video

LAURA MILLAN  |  MONDAY, 14 APR 2014
The Tax Practitioners Board (TPB) has listed in a YouTube video the five requirements that advisers need to meet to comply with the definition of tax advisers. In a video uploaded to the TPB's YouTube channel last week, the organisation's chair Ian ...

Russell after-tax director resurfaces at Parametric

ALICE URIBE  |  TUESDAY, 18 MAR 2014
... Williams was tax strategist and head of after-tax investing at QIC. She is also a qualified solicitor and chartered tax adviser, specialising in taxation laws applying to the superannuation and investment management industry. "Joining Parametric is a ...

Tax advisers in need of additional PI insurance

LAURA MILLAN  |  TUESDAY, 11 MAR 2014
... December 31, 2016. New policies taken out by tax advisers will need to meet the TPB's insurance requirements, but if a tax adviser has a current PI policy that does not meet the TPB's requirements, the policy can continue during the implementation period. ...

Advisers to complete 60 extra education hours under TASA

LAURA MILLAN  |  MONDAY, 10 MAR 2014
... from its website and specified that advisers should keep their CPE records for six years from the date the registered tax adviser's CPE period ends. CPE activities may include appropriate seminars, workshops, webinars, courses, lectures, structured conferences ...

NAB enters SIV market with 21 compliant funds

MARK SMITH  |  THURSDAY, 12 DEC 2013
NAB has unveiled a package of 21 compliant funds to assist overseas investors and their families with Australia's Significant Investor Visa (SIV). The SIV was introduced in November 2012 to attract migrants with a demonstrated history of success in ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
... The division will be known as Matthews Steer Private Wealth & Tax Management and headed up by director and qualified tax adviser Geoff Steer. The move follows recent debate surrounding consolidation of accountancy and financial planning services, and ...

Former Count CEO joins Chase

MELANIE TIMBRELL  |  WEDNESDAY, 5 SEP 2012
... Australia. He is currently a board director with SPAA. Jordan retains his role as the Government's chief external tax adviser as chair of the Government's Business Tax Working Group and Board of Taxation. The two join the recently appointed director ...

Private equity tax treatment under scrutiny

MELANIE TIMBRELL  |  MONDAY, 7 MAY 2012
... clear that private equity investments are of a buy/sell rather than a buy/hold kind," responded Des Maloney, special tax adviser at the ATO. "You buy an asset, sometimes distressed, you improve the profitability of the asset and hence its enterprise ...

SPAA warns on year-end pitfalls

MATT WOODINGTON  |  MONDAY, 23 MAY 2011
... pro-actively compiling supporting documents for deductions and benefits, preferably in an order which is easier for their tax adviser to understand. Only with the right documentation can investors legitimately claim deductions and benefits," said Bur ...