After more than 2 years of ongoing disruptions, from the original COVID-19 outbreak, to wave after wave of variants as the pandemic rolled on, 2022 proved to be the year that advisor conferences were “back”, as events ceased canceling or rescheduling in response to new variants and powered forward… often with virtual options for those […]
Archives for 2022
Hunt ditches almost all mini-Budget measures
In another major government U-turn, new Chancellor Jeremy Hunt has scrapped almost all the measures announced in September’s mini-Budget by predecessor Kwasi Kwarteng, apart from the cut to National Insurance and cuts to stamp duty. He issued an emergency statement this morning ahead of a planned House of Commons statement this afternoon. He said he […]
How to do BAS in the real world?
If you’re registered for GST, lodging your BAS (business activity statement) is a fundamental reality of doing business in Australia. Lodging your BAS is a cornerstone of remaining compliant with the Australian Taxation Office (ATO). So, how does this work in reality? Should you do your own BAS or enlist a BAS agent? Let’s compare […]
We made the 2022 Most Innovative Companies list
Last year, we reached a significant milestone in our data journey when we built machine learning algorithms that worked to accurately predict your transactions’ contact and account codes. Whenever we invest in machine learning, our vision is always to give you more meaningful time back in your day, so we’re thrilled that this work in […]
J.P. Morgan adds 792 financial advisors as megabank weathers inflation
Weekend Reading For Financial Planners (Oct 15-16)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Cost Of Living Adjustment (COLA) for Social Security beneficiaries will be 8.7% for 2023, the largest COLA since 1981. While this will help seniors keep pace with rising prices, it also creates tax planning […]
These are the fee-only RIAs with the most financial advisors
Editor’s Comment: Plus ça change, plus c’est la même chose
I’ve been away for a bit – have I missed anything? I suspect I have. The truth is I haven’t really been away, I’ve been working hard (honest) writing and editing for Financial Planning Today but this column has taken an extended summer break and has now returned. It’s good to be back. There’s so […]
Corporation Tax U-turn as Hunt is made Chancellor
Prime Minister Liz Truss has made a U-turn on a controversial decision to cut Corporation Tax following her appointment today of Jeremy Hunt as the new Chancellor to replace sacked Kwasi Kwarteng. In a press conference this afternoon, Ms Truss accepted that part of the mini-Budget announced by former Chancellor Kwasi Kwarteng had gone […]
Chancellor Kwasi Kwarteng out after 38 days
Chancellor Kwasi Kwarteng has quit his job after 38 days in charge of the nation’s finances after being asked to “stand aside” by Prime Minister Liz Truss. Former Health Secretary Jeremy Hunt MP has been appointed as Mr Kwarteng’s replacement. Mr Kwarteng met with Prime Minister Liz Truss today at no.10 to discuss his future. […]