accountants licensing

Financial planning

Accountants have swelled adviser numbers

Accountants have helped drive a 51 per cent increase in the number of new advisers listed on the Australian Securities and Investments Commission Financial Adviser Regist...

Accounting

Accountant confusion lingers over limited licensing

Accountants remain confused about various elements of the new limited licensing regime, including compliance obligations, and statements of advice....

Financial planning

Due diligence needed for advice partnerships

Accounting and planning firms were sometimes entering into partnerships in haste without performing the required due diligence on cultural alignment. ...

Accounting

Libertas launches accountant licensing package

Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....

Editorial

Accountant’s licensing regime – appropriate or flawed?

There has been much said and written about the new accountants licensing regime, but specialist financial services lawyer, Ian McDermott suggests it may not actually be f...