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Showing 51 - 60 of 77 results for "TPB"

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 ...

FPA rejects FSC adviser regulation plans

ALICE URIBE, LAURA MILLAN  |  WEDNESDAY, 24 SEP 2014
... from industry participants such as the Australian Securities and Investments Commission (ASIC), the Tax Practitioners Board (TPB), a representative from each of the applicable advice associations and academics. It would establish advice competency models ...

Body needed to monitor adviser competency: FSC

LAURA MILLAN  |  TUESDAY, 2 SEP 2014
... from industry participants such as the Australian Securities and Investments Commission (ASIC), the Tax Practitioners Board (TPB), a representative from each of the applicable advice associations and academics. The process would culminate in enshrining ...

Advisers to study for 200 hours under TASA

LAURA MILLAN  |  WEDNESDAY, 20 AUG 2014
Planners registered as tax financial advisers with the Tax Practitioners Board (TPB) will have to undertake at least 200 hours of study covering Australian taxation and commercial law. Advisers who are members or are seeking membership of a professional ...