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Showing 21 - 30 of 45 results for "TASA"

FPA asks for tax-deductible advice

LAURA MILLAN | WEDNESDAY, 5 FEB 2014

... overall," the submission said. With financial advisers needing to become registered tax agents under the Tax Agents Services Act (TASA) 2009 and the banning of commissions on financial advice, the FPA argues that "this is the right environment for the ...

TPB releases guidance on conflict of interest

LAURA MILLAN | TUESDAY, 28 JAN 2014

The Tax Practitioners Board (TPB) has focused its first document outlining guidance for the Tax Agent Services Act (TASA) 2009 on the management of conflicts of interest. The document details the actions that registered tax agents should take in case ...

Advisers "hopeful" to hear FoFA changes before 2014

LAURA MILLAN | FRIDAY, 13 DEC 2013

... organisation is also in talks with the government and the Tax Practitioners Board (TPB) about the Tax Agent Services Act (TASA). De Gori said that drafted regulations could be ready in the first quarter of 2014 and that the FPA and the TPB will be issuing ...

FPA expects TASA to require "massive" efforts

LAURA MILLAN | WEDNESDAY, 4 DEC 2013

... through "a massive matching process" to determine competency requirements for advisers under the Tax Agent Services Act (TASA). FPA chief executive Mark Rantall said that TASA implementation on July 1, 2014, will be "easier in the short term, but challenging ...

Parliament to address large financial services agenda

LAURA MILLAN | TUESDAY, 12 NOV 2013

... winter sittings. Financial advice associations also expect Parliament to provide more clarity on the Tax Agent Services Act (TASA) 2009, which determines that financial planners who provide tax advice become registered tax agents by July 1, 2014.

Adviser engagement becomes TPB main priority

LAURA MILLAN | TUESDAY, 5 NOV 2013

... advisers who provide tax advice will need to become registered tax agents before July 1, 2014, under the Tax Agent Services Act (TASA) 2009.

Accounting and advice practices likely to increase mergers

LAURA MILLAN | WEDNESDAY, 11 SEP 2013

... advisers willing to acquire accounting practices as they need to become registered tax agents under the Tax Agent Services Act (TASA) 2009. Birt said that a benefit of buying accounting practices is that their financial planning fees are mainly fee-for-service ...

Election result to shape the industry: FPA

LAURA MILLAN | FRIDAY, 9 AUG 2013

... pushing for changes in the Future of Financial Advice (FoFA) legislation and more clarity on the Tax Agent Services Act (TASA) 2009. "Moving super aside for a moment, the question if Labor is reelected is what direction will they take on the financial ...

FPA outlines concerns on TASA submission to Treasury

LAURA MILLAN | MONDAY, 22 JUL 2013

... over the definition of 'tax advice' and requirements for training is needed in the amendments to the Tax Agent Services Act (TASA) 2009 the Financial Planning Association (FPA ) said in a submission to Treasury. FPA argued that "there is some confusion ...

FPA sets out opposition to self-education cap

LAURA MILLAN | THURSDAY, 18 JUL 2013

... training requirements that have recently been approved by the government. The amendments to the Tax Agent Services Act 2009 (TASA) demands that planners become registered tax agents if they give tax advice and at the same time, the Australian Securities ...

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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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