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Showing 41 - 50 of 70 results for "TPB"

Tax adviser registrations swell

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
... advisers' still awaiting renewal decisions will remain registered while the renewal application is under consideration, with the TPB Public Register reflecting that a renewal has been lodged. "Due to the work involved to assess each application, it may ...

TAL enhances adviser learning hub

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
... the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) and Tax Practitioners Board (TPB). The academy's online learning management system has been revamped for a more personalised learning experience, TAL head ...

Advisers face tax registration risk

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
... registered under the notification option back in 2015, which meant they only needed to provide basic details at the time," TPB chair Ian Taylor said. "If they changed jobs or email addresses and did not update their details or mobile number with the ...

Lapsed adviser registrations could spell trouble: TPB

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... to provide such advice, 27% failed to submit a renewal application by the expiry date and are no longer registered with the TPB to legally provider tax (financial) advice services. "Under the Tax Agent Services Act 2009 (TASA) if you are providing a ...

Deadline looming for adviser tax registration

KARREN VERGARA  |  WEDNESDAY, 29 MAR 2017
Advisers are urged to register with the Tax Practitioners Board (TPB) or else risk operating illegally, warns a member. TPB director and financial planner Julie Berry told industry colleagues at a recent conference that if they have not yet registered ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... been introduced for all new financial advisers employed by YBR, including that the candidate must meet the new minimum TASA/TPB requirements for financial advisers; they must have a Minimum Advanced Diploma education qualification and a minimum two years' ...

TAL upgrades Risk Academy

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... Financial Advisers (AFA) and Financial Planning Association (FPA) and now offers accreditation with the Tax Practitioners Board (TPB)CPD accreditation plus extended sessions focusing on estate planning and engaging new clients." "We wanted to reward ...

TPB calls for submissions on practical guidance info

KERRIE SYDEE  |  THURSDAY, 26 MAY 2016
The Tax Practitioners Board (TPB) has called on stakeholders to provide feedback on four new draft information sheets that provide practical guidance on how the Code of Professional Conduct (the Code) applies to tax (financial) advisers. In a bid to ...

Former FPA chair joins Tax Practitioners Board

DARREN SNYDER  |  FRIDAY, 11 DEC 2015
... Planning Association of Australia (FPA) has welcomed the appointment of a financial adviser to the Tax Practitioners Board (TPB) after long advocating for the position. Former FPA chair Julie Berry is one of five new board appointments at the TPB and ...

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
... advisers with the required skills to perform their role competently," the IPA said in a submission to the Tax Practitioner Board (TPB). The organisation asked that financial advisers providing tax advice should be required to have the same level of Australian ...