In this third of a three-part series on insurance claims, Col Fullagar rounds out the concept of claims management best practice by reviewing the role of analysis, resear...

Speculation surrounding Federal Budget changes to super is fostering uncertainty among pre-retirees and discouraging them from saving, an accountant believes. ...

The IPA has called on the Government to repeal legislation that caps personal concessional contributions at 10 per cent....

Lawyer points to possible action against planners and accountants as Timbercorp class action fails....

Accountants are grossly miscalculating the cost of licensing their own SMSF advice business, with many expecting to pay around an eighth of the actual cost....

The Institute of Public Accountants wants legal privilege granted to cover advice provided by tax agents....

Contrary to what some believe, the client owns the client: the client is not owned by the adviser, the dealer group or the broker, as Craig Parker explains. ...

Planners and accountants unlikely to take each other’s work due to workloads involved. ...

Count launches accountants licensing offer and commits to meeting APES 230....

Accountants who wish to avoid product distribution pressure should not join an institutionally aligned licence if they wish to provide advice....

A referral expert claims accountants are silent on under-insurance, letting clients’ policies lapse. ...

Part One of this article looked at the reasons why claims management should be viewed as an integral part of the holistic advice process. In this Part Two, Col Fullagar l...

The SPAA conference has highlighted the continuing disagreement on accountants limited licensing. ...

Touted as the next frontier for accountants, Limited Australian Financial Service Licences (AFSLs) are starting to gain traction with planners too. But what makes them so...