South Yarra accountant admits to operating unregistered managed investment schemes and acting without financial services licence....

Fears about data security could be preventing self-managed superannuation fund (SMSF) accountants from taking their clients' information online, a report has found. ...

SPAA has warned APRA-regulated funds to watch their commentary on SMSFs, following Media Super’s $10k fine for potentially misleading ads....

Financial planner practices risk hefty fines or even imprisonment if they are caught ‘promoting’ a tax scheme. Jennifer Yeo explains....

New research registers a decrease in the number of wealth management products being obtained via bank-aligned planners....

Hayes Knight NSW has sold stakes in its planning, accounting and superannuation administration business to Easton Investments....

Full Federal Court decision defines extent of ATO’s powers on promoters of tax exploitation schemes....

Accountants who manage discretionary trusts for clients may be investigated by the Australian Taxation Office (ATO)....

The two major industry super fund lobby groups have issued warnings on the costs of establishing an SMSF....

The Institute of Public Accountants warns the ATO must get its technology right before moving to ‘push’ tax returns....

This may become the Asian century but the wealth management sectors of each Asian country behave differently and have varying products, processes and problems that requir...

A choice of licensing options now faces accountants who want to handle SMSF business, so it’s important for them and advisers that they make the appropriate choice, write...

A growing number of accountants have a favoured financial planner to feed their self-managed superannuation fund (SMSF) clients to, a survey has revealed....

Specialist broker claims merged planning/accounting firms represent better value....