accountants

Financial planning

The symbiotic relationship between advisers and accountants

A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship. ...

Financial planning

CA ANZ appoints financial advice leader

Chartered Accountants Australia and New Zealand has appointed a financial advice leader who joins following 20 years at CPA Australia....

Financial planning

Count acquires $1.4m majority stake in accountancy firm

Count Financial’s acquisition strategy shows no signs of slowing down, as the company’s equity firm acquires a $1.4 million stake in a Gold Coast accounting business....

Financial planning

Accountants v advisers: Which profession is higher paid?

As competition heats up between advice firms and accountancies to attract top graduates, Money Management compares the potential salaries of both professions and how they...

Financial planning

Financial advisers strengthen ties with accountants

With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and ...

Tools & guides

Is your client required to lodge a tax return?

When entering paid employment, it’s not long before we are told that we’ll need to lodge a tax return but there are times when a person will be excepted. ...

Financial planning

Extension needed on ASIC levy relief: Accountants

While the corporate regulator’s levy relief for financial advisers is welcome other financial services participants are also being subject to rising fees that are debilit...

Financial planning

Industry challenged by falling advisers but growing demand

There will be a problem in the next five years as falling adviser numbers coincide with more households seeking advice, according to Easton Investments. ...

Financial planning

ASIC levy final straw for accountants providing advice

Accountants with a limited authority have constituted one of the largest groups of those who might choose to opt out of being a financial adviser in the future and hand b...

Policy & Regulation

Accountants back industry funds on early release recontributions

CPA Australia has not only backed industry funds on urging the Government to use the Budget to allow early release superannuation top-ups but has also backed funding a th...

Financial planning

Reg costs passed down to accounting clients

An advice regulatory framework is needed to encourage advisers to provide affordable advice, as some professional accountants who provide advice have passed costs to clie...

SMSF

Accountants want more SMSF clients

Accountants want to expand their role in the self-managed superannuation fund space but have cited their biggest challenges as regulatory related, according to a report....

Financial planning

JobKeeper guidance helps set practical ground rules

ATO guidelines on JobKeeper legislation will help accountants better understand when the integrity rules will or will not work....

Financial planning

Professional bodies join to give easy access to advice

Five professional bodies had teamed up to help Australians receive easy access to professional advice, given the COVID-19 pandemic....

Policy & Regulation

FSC argues for exclusion of ‘experts’ from new claims-handling rules

Accountants, doctors and other should be excluded from the coverage of claims handling as a financial service and insurers should be allowed to continue giving ‘factual s...