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Showing 41 - 50 of 95 results for %22Tax Practitioners Board%22

Why joint effort is required in advice

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
... Council, Association of Superannuation Funds of Australia, the Australian Financial Complaints Authority, the Tax Practitioners Board and ASIC were also in attendance. "As a wider profession we're acutely aware of trying to be more aligned and collaborate," ...

FASEA chief to provide update

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... chief executive Stephen Glenfield will speak as part of a regulatory update, with Julie Berry from the Tax Practitioners Board, ASIC's Kate Metz ASIC and FPA chief executive Dante De Gori also appearing. Glenfield was a late addition to the regulatory ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
... previously been licensed by Beacon Financial Group subsidiary The FinancialLink Group. According to the Tax Practitioners Board website, he is a member of the Association of Financial Advisers. Commenting, ASIC commissioner Danielle Press said: "Financial ...

ASIC calls out accountants

ELIZA BAVIN  |  TUESDAY, 5 NOV 2019
... compliant or better financial advice" than financial advisers. In its submission to the Review of the Tax Practitioners Board released by Treasury, the regulator said it does not believe accountants should be exempt from the Australian Financial Services ...

Planning foundation adds directors

HARRISON WORLEY  |  MONDAY, 5 AUG 2019
... and young people facing difficult circumstances." Former FPA chair Berry, is currently a director of the Tax Practitioners Board and runs her own practice, Berry Financial Services. Humphrey joins the board while serving as a director of The Infants ...

TPB welcomes independent review

ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
The Tax Practitioners Board (TPB) welcomed the release of a discussion paper in the review of the TPB and the Tax Agent Services Act 2009. The new discussion paper outlines the views of Keith James, who is heading up the independent review into the ...

350 tax practitioners under investigation

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
The Tax Practitioners Board revealed 350 tax practitioners are currently under investigation for high risk behaviour. Those high risk behaviours include failing to meet personal tax obligations, over-claiming work-related expenses on behalf of clients ...

Association names new chief

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JUL 2019
... led the rebranding of the industry body to include financial advisers and gained accreditation from the Tax Practitioners Board as a Tax Financial Adviser Association. More recently, Green assisted in the development of FASEA-approved education courses ...

The case for tax deductible advice

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... agents and lawyers represents a precedent. The FPA also cited the requirement for advisers to join the Tax Practitioners Board and the banning of commissions under FOFA as fair motivations.

Government launches TPB review

HARRISON WORLEY  |  WEDNESDAY, 6 MAR 2019
The Federal Government launched a review into the effectiveness of the Tax Practitioners Board. In a media release on Tuesday Assistant Treasurer Stuart Robert said the review would examine the TPB's effectiveness in ensuring tax agent services are ...