Jason Spits

The Australian Securities and Investments Commission (ASIC) has removed the ability for 26 advisers to give advice after finding they had not disclosed whether they met the qualification standard to do so.

An SMSF trustee has failed to prove he was not liable for failing to submit an annual return for his fund for three consecutive years, with the

The development and usage of new forms of digital identification to prove the qualifications of advice practitioners must be consistent and

Wholesale trading and clearing business AUSIEX has provided a new cash facility for financial advisers to use in servicing their clients.

A cohort of industry bodies has called for greater certainty around the operation of the transitional rules the ATO will adopt in the first year of

Government plans to increase the penalties for tax agent misconduct have been welcomed by CPA Australia which has labelled the changes as taking a

To properly strengthen consumer protection measures, the real source of any threat needs to be identified and addressed properly.

The federal government has clarified its proposed treatment of testamentary trusts under plans to tax discretionary trusts by restricting the assets

Caution should be used in withdrawing funds from an SMSF to pay for funeral expenses after the passing of a member as such actions may limit future death benefit withdrawal opportunities, a technical manager has noted.

SMSF trustees using trust structures should not be concerned about government plans to tax discretionary trusts, unless their fund has inadvertently