ACCOUNTANTS

Financial planning

The Institute of Public Accountants has made a direct call for accountants to be re-enabled to have ‘broader and deeper holistic conversations’ with clients....

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Policy & Regulation

Having an unblemished record as a chartered accountant is not justification in itself for being granted an Australian Financial Services License, according to the Adminis...

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Financial planning

The Financial Standards and Ethics Authority isn’t comparing apples with apples, with accountants snubbing the idea of ‘study for study’s sake’, according to AccountantsI...

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Financial planning

The accounting and advice firm network has delivered an average profit margin from its firms of 15 per cent for fiscal 2018, up from 12 per cent in the prior year....

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Financial planning

Self-managed superannuation fund advice offers a huge opportunity for financial planners, with half of all SMSFs reporting unmet advice needs, according to Investment Tre...

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Accounting

SMSF Association Conference delegates have been warned that advisers and accountants need to clarify what services they provide and when, as growing numbers of accountant...

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Financial planning

Although self-managed superannuation funds have decreased their use of financial planners over the last decade, data from Investment Trends suggests that there is growing...

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Accounting

Limited licensees have been at a disadvantage compared to full licensees ever since the accountants’ limited licence regime was introduced....

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Financial planning

The Financial Planning Association has reinforced the differences between planners and accountants – something which it argues require different policy approaches....

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Editorial

The Financial Planning Association has clearly defined the difference between planners and accountants and why one size does not fit all with respect to remuneration, Mik...

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Accounting

Software provider Class has shifted compliant product advice to new partner A.S.A.P Advice to reduce compliance costs following repeal of accountants’ exemption last year...

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Accounting

ASIC is taking action against accountants who misuse ‘sophisticated investor’ certificates by failing to offer adequate or any disclosure....

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Financial planning

Australian Securities and Investments Commission chairman, Greg Medcraft has defended helping launch CPA Advice claiming getting accountants into the advice industry is a...

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People & Products

The Institute of Public Accountants has entered a strategic partnership with myprosperity to help accountants service clients around personal finance....

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Accounting

Employers in the accounting sector would wait until they deemed a candidate a cultural fit before employing them....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 6 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 5 days ago