accountants

Financial planning

OneVue acquires Super Managers Australia business

OneVue extends its SMSF reach with acquisition of Super Managers Australia SMSF administration capability. ...

Policy & Regulation

Government levies could promote tax avoidance: accountant

Some of the Federal Government’s proposed new levies could foster tax avoidance by increasing perceived inequality, an accountant believes. ...

Life/Risk

Claims management: the role of analysis, research and recommendations

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...

Financial planning

Pre-Budget speculation harbouring uncertainty: accountant

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

Accounting

Scrap 10 per cent rule: IPA

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

Financial planning

Lawyer points to action against planners

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

Accounting

Accountants confused about AFSL costs

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....

Policy & Regulation

Call for legal privilege for tax agents

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

Financial planning

Why financial advisers no longer own their clients

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. ...

Financial planning

Convergence of planning and accountancy unlikely

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

Accounting

Count launches accountants licensing offer

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

Accounting

Accountants should avoid going to institutions for licence

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

Accounting

Accountants worsen under-insurance problem

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

Life/Risk

Claims management and establishing effective fact finding processes

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...