Taxation & Estate Planning

Fringe benefits tax

Every March 31, the fringe benefits tax (FBT) year ends. With the ever-increasing budget deficits as a result of COVID-19, the Australian Taxation Office (ATO) will be reviewing ...

Upgrade your subscription to access this article

Join the growing community of financial advisers with unlimited access to our latest news, research and analysis of the industry.
Become a premium subscriber today.

Already A Subscriber?

LOGIN

UPGRADE SUBSCRIPTION

Get articles like this delivered to your email - Sign up for the free weekly newsletter

VIEW COMMENT (1)

	How advisers can add value beyond the index
	Superannuation binding death benefit nomination
	21 years of data and passive usually beat active
	Navigating the transfer balance cap
	Is debt recycling a smart strategy?
	Fringe benefits tax essentials
	Asset distribution and guardianship of children in estate planning
	Debunking myths of lifetime annuities
	Thinking about self-licensing?
	The 'sophisticated' investor

Latest News

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA | 12:25PM

ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications.

Sequoia chief's job at stake in upcoming EGM

ANDREW MCKEAN | 12:16PM

Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole.

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA | 11:57AM

The investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser.

Fortnum, PFS launch parent company

KARREN VERGARA

Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.

Videos

Brought to you by

Is it time to rethink bonds?

Investing in the new world

Is there enough value in your Australian equities portfolio?

Skin in the game

Build your 1st mortgage commercial investment portfolio

MORE VIDEOS

Get it Weekly

Read the latest news and white papers. Get the FS Advice Weekly Newsletter.

Cover Story

MORE STORIES

Passing the baton

LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD

Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.

READ MORE

Expert Feed

MORE EXPERT FEEDS

Olivia Ellis

Head of Accounting & Financial Services

Macquarie Bank

Five steps to drive high performance in advice firms

Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.

READ MORE

Ben Walsh

Head of Research

Padua Solutions

Solving the advice gap challenge

In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...

READ MORE

Hans Egger

Managing Director

AstuteWheel

Engage: How to create enduring client relationships

The not-so-secret sauce of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...

READ MORE

Daniel Crowe

Communications

Mancell Financial Group

Financial control

The term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...

READ MORE