ACCOUNTANT

Financial planning

Professional Investment Holdings (PIH), the parent company of one of the country's largest non-institutionally owned dealer groups, has confirmed it has partnered with Cr...

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People & Products

Following an application by the Australian Securities and Investments Commission (ASIC), the Federal Court has appointed two liquidators to wind up the unregistered manag...

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Financial planning

The Federal Government has initiated the consultation period for the financial advice regime changes, calling for a positive and mature industry response....

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People & Products

The FPA's newly appointed chief executive, Mark Rantall, is a strong believer in the value of financial advice....

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Superannuation

The Cooper Review has been warned that a substantial gap exists between the audit standards required by ASIC and those allowed with respect to SMSFs....

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Superannuation

Accounting industry bodies aren't concerned about losing their SMSF advice exemption as long as new regulations are both flexible and in the best interests of clients....

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Financial planning

Gold Seal Legal's Charmian Holmes explains how financial planners can master the art of referrals, and why it is best to choose your sources wisely. ...

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Financial planning

OneVue has added CARM, a planning tool to help accountant and planners prepare a life plan for clients, to its product suite....

Accounting

Accountants may seek compensation from the ATO as a result of damage to their reputation and bottom lines following problems flowing from the ATO's switch to a new IT sys...

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Editorial

The SMSF administration industry has started a long journey of transformation from a cottage industry to a profession....

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Financial planning

Financial planners remain in the throes of change and the end of the financial year will present further challenges. But sticking to tried and tested tax strategies may s...

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Financial planning

Deborah Wixted explains how to make the most of superannuation funds and outlines the best way to avoid the contribution cap traps....

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Funds management

Peter Townsend explains the five perils faced by SMSF borrowers, and shows how they can be avoided....

Accounting

The latest CPA Australia submission to the Cooper Review is arguing the case for accountants to be able to provide 'strategic' advice on SMSFs....

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Editorial

Philip La Greca examines the possible impact that the outcomes of the forthcoming government reviews will have on superannuation and, in particular, SMSFs....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 19 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 23 hours ago