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Financial planning
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...
Superannuation
Self-managed superannuation firm Exelsuper has cemented its move into the planning space with the acquisition of Oxford Financial Services. ...
Accounting
South Yarra accountant admits to operating unregistered managed investment schemes and acting without financial services licence....
Accounting
Fears about data security could be preventing self-managed superannuation fund (SMSF) accountants from taking their clients' information online, a report has found. ...
Superannuation
SPAA has warned APRA-regulated funds to watch their commentary on SMSFs, following Media Super’s $10k fine for potentially misleading ads....
Financial planning
Financial planner practices risk hefty fines or even imprisonment if they are caught ‘promoting’ a tax scheme. Jennifer Yeo explains....
Funds management
New research registers a decrease in the number of wealth management products being obtained via bank-aligned planners....
Financial planning
Hayes Knight NSW has sold stakes in its planning, accounting and superannuation administration business to Easton Investments....
Policy & Regulation
Full Federal Court decision defines extent of ATO’s powers on promoters of tax exploitation schemes....
Policy & Regulation
Accountants who manage discretionary trusts for clients may be investigated by the Australian Taxation Office (ATO)....
Superannuation
The two major industry super fund lobby groups have issued warnings on the costs of establishing an SMSF....
Policy & Regulation
The Institute of Public Accountants warns the ATO must get its technology right before moving to ‘push’ tax returns....
Editorial
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...
Superannuation
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...
Accounting
A growing number of accountants have a favoured financial planner to feed their self-managed superannuation fund (SMSF) clients to, a survey has revealed....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....