ACCOUNTANTS

Financial planning

Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...

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Accounting

With the limited licensing regime for accountants set to begin on 1 July this year, SMSF specialists are weighing up their options....

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Financial planning

Australian Unity Personal Financial Services (PFS) is focusing on growing its adviser base by marketing itself as a non-aligned financial services organisation, according...

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Superannuation

Will 2013 be the defining year for self-managed super funds? Bryan Ashenden's policy overview discusses the implications for advisers....

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Accounting

The implementation of the 'limited licence’ regime is likely to result in more accountants becoming fully licensed to provide financial advice, according to JNP Capital d...

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Accounting

Accountants and administrators may struggle to keep up with SMSF growth in 2013, leading to increased business for SMSF business process outsourcing....

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Accounting

Over one-third of accountants who specialise in self-managed superannuation funds (SMSFs) say they will move into the limited licensing regime as soon as it begins on 1 J...

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Editorial

The good news for accountants involved in the provision of financial advice is that the APESB started 2013 by extending the time-frames with respect to its APES 230 stand...

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Financial planning

Demand for finance and accounting professionals in the financial services industry is expected to remain subdued over the first quarter of 2013, according to the 'Robert ...

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Financial planning

Financial planners and accountants need to know how their clients’ relationship status is seen in the eyes of the law, according to lawyer Nabil Wahhab, or things like su...

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Superannuation

With even the largest of SMSF administration firms holding less than 2 per cent of the overall market, the potential for consolidation has become an increasingly hot topi...

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Superannuation

SPAA has pointed accountants towards its Public Practice Certificate as at least a part of finding an answer to the new limited licensing arrangements replacing the accou...

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Life/Risk

Risk commissions paid to advisers have been under attack for some time. If they were to be completely eliminated, however, what would be a viable alternative? Col Fullaga...

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Financial planning

FPA chief executive Mark Rantall counters Federal Opposition doubts by arguing there is a genuine need to enshrine the term 'financial planner/adviser' in law....

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Editorial

Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 23 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 14 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago