澳大利亚证券与投资委员会（简称：ASIC）就2026年截止期限前财务顾问资质合规问题发出警告
ASIC警告称，由于未能达到资质标准，数千名财务顾问可能在2025年12月31日之后无法继续提供咨询服务。
更多信息请点击此处
ASIC审查揭示养老基金财务报告与审计质量存在缺口
ASIC发布报告，揭示养老基金在财务报告和审计实践方面存在重大缺陷。
更多信息请点击此处 |
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2024-25年度最终预算执行结果发布
澳大利亚政府已公布2024-25年度最终预算执行结果，报告显示现金赤字远低于2025年中期经济与财政展望报告的预测金额。
更多信息请点击此处 |
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IPA近期提交的文件
IPA就《养老金退休收入解决方案最佳实践原则指南》（咨询文件）及《国库部咨询文件：气候相关转型规划指南》提交了意见书。请在此处和此处查阅提交文件。
IPA最新媒体公告
IPA发布两份媒体公告，分别为《衡量真正重要的指标：IPA关注民生福祉，呼吁在中小企业、教育及社会包容领域采取更强有力的行动》及《IPA：监管负担对澳大利亚经济构成明显拖累》。阅读公告请点击此处及此处
质量审查计划（简称：QRP）更新
IPA已发布提醒，要求在客户信函及网站上添加PSC披露声明。更多信息请点击此处
IPA委托书的更新
IPA委托书模板已更新，以纳入近期税务代理变更及隐私法改革内容。请及时了解最新信息！点击此处查阅委托书
自我报告义务
根据附则 2.1.2，任一会员如果破产、被指控犯有刑事罪或受到其他专业或监管机构的不利裁决，都必须以书面形式告知。点击此处了解更多信息 |
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ASIC warns financial advisers on qualification compliance ahead of 2026 deadline
ASIC has warned that thousands of financial advisers may be unable to provide advice after 31 December 2025 due to non-compliance with qualification standards.
More information here |
ASIC review identifies gaps in super fund financial reporting and audit quality
ASIC has released a report revealing significant deficiencies in the financial reporting and auditing practices of superannuation funds.
More information here |
Final Budget Outcome 2024-25 released
The Government has published the Final Budget Outcome 2024-25, reporting a substantially lower cash deficit than that forecast in the 2025 PEFO.
More information here |
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Recent IPA Media Releases
The IPA has published two media releases, titled Measuring What Matters: IPA welcomes wellbeing focus but calls for stronger action on small business, education and social inclusion, and IPA: Regulatory burden is a demonstrable drag on the Australian economy respectively.
Read the media releases here and here
Quality Review Program (QRP) Update
The IPA has issued a reminder to include the PSC disclosure statement on your client correspondence and website.
More information here
Updated IPA Engagement Letters
IPA’s engagement letters have been updated to incorporate the recent tax agent changes and privacy law reforms. Stay up to date!
Access the engagement letters here
Self-reporting obligations
As per by-law 2.1.2, all Members are required to advise in writing if they become bankrupt, if they are charged with a criminal offence, or if they are subject to an adverse finding from another professional or regulatory body.
Find out more here
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Government appoints reviewers for residential aged care accommodation pricing review
The Government has appointed reviewers to conduct an independent review of residential aged care accommodation funding and pricing arrangements.
More information here
Board of Taxation Annual Report 2023-24 released
The BoT has issued its Annual Report 2023-24 summarising the Board’s activities around on-going feedback and consultation to the Government, Treasury and ATO.
More information here
Latest issue of ATO’s interpretation NOW! released
The ATO has released Episode 124 of its series on statutory interpretation entitled interpretation NOW!.
More information here
Thin capitalisation: third party debt test (TR 2025/2, update to PCG 2025/2)
TR 2025/2 examines aspects of the third party debt test, and the update to PCG 2025/2 sets out the ATO’s targeted compliance approach in relation to the third party debt test.
More information here
Corporate tax transparency report 2023-24 released
The 2023-24 Corporate Tax transparency report that analyses aggregated data from the tax returns of some of the largest corporations operating in Australia.
More information here
GST-free status for certain drugs: instrument registered
The Government has registered a determination extending the GST-free treatment that applies to supplies of small packs of analgesics.
More information here
BASAAG membership expressions of interest open
The ATO is calling for expressions of interest (EOI) from BAS agents with at least five years’ experience as a BAS agent to become a member of the BASAAG.
More information here
Changes to retaining BAS refunds
For business activity statements (BAS) you or your clients lodged on or after 1 July 2025, the ATO now has up to 30 days to notify a taxpayer of its decision to retain a BAS refund for further verification.
More information here
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ASIC launches civil penalty proceedings against investment fund responsible entity for ESG governance failures
ASIC has commenced proceedings against Fiducian Investment Management Services Limited for alleged governance and compliance failures regarding its ESG fund.
More information here
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Rest pays infringement notices for insurance misrepresentation
ASIC has issued 2 infringement notices to Rest relating to alleged false or misleading representations concerning insurance cover.
More information here
APRA revokes Reporting Standard SRS 331.0 Services
APRA has announced the revocation of SRS 331.0, eliminating a reporting requirement for superannuation entities and streamlining their regulatory obligations.
More information here
APRA examines strategic challenges for superannuation trustees
APRA has published insights identifying 3 major challenges for superannuation funds including operational efficiency, growth, and competitive positioning.
More information here
SMSFs: ATO education directions for breaching SISA (Draft PS LA 2025/D2)
Draft PS LA 2025/D2 sets out the relevant matters to be considered by ATO staff when deciding whether to issue an education direction.
More information here
APRA annual report - superannuation highlights
APRA has released its 2024-25 Annual Report, highlighting significant cybersecurity concerns, performance improvements and enhanced oversight measures.
More information here
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ASIC News
Updates from ASIC in the past week including media releases, news, articles and speeches.
More information here
APRA news
Updates from APRA in the past week including media releases, news, articles and speeches.
More information here
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