ACCOUNTANTS

Financial planning

Despite calls for financial advisers to be more aligned with other related services providers such as mortgage brokers and accountants, referral relationships will not be...

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Superannuation

A recently finalised court case has given us new and valuable insights into when the Commissioner's discretion to disregard contributions is likely to be exercised. David...

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Superannuation

On the back of changes announced as part of the FOFA guidelines, My Adviser has announced the launch of a specialist authority to enable accountants to continue to recomm...

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Accounting

Dealer group My Adviser has announced the launch of a specialist package for accountants, which it claims will go beyond the proposed legislation....

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Editorial

While the industry has given a broad welcome to the limited licensing regime, accountants will need to be subjected to the same scrutiny as financial planners, writes Mik...

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Superannuation

Institute of Chartered Accountants CEO Lee White sees challenges and positives in the new limited licensing regime replacing the accountants' exemption....

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Financial planning

AMP has announced plans to acquire Cavendish Group and set up a new self-managed super fund (SMSF) business unit....

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Accounting

The new limited licensing regime for accountants has received widespread support from the financial services industry....

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Accounting

Two key accounting bodies, CPA Australia and the Institute of Chartered Accountants in Australia, have interpreted the Government's conditional licensing regime as a mean...

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Accounting

It may be as late as mid-2013 before the new accountants' advice regime is up and running....

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Accounting

By becoming licensed to provide financial advice, accountants will be able to charge clients for advice they are currently "giving away for free", says head of SMSF Advic...

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Policy & Regulation

The Federal Opposition has signalled it remains to be convinced about either introducing or supporting legislation which would restrict the use of the terms 'financial pl...

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Superannuation

Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...

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Superannuation

The idea that SMSFs tend to be pushed on clients by accountants is more of a perception than a reality, says Institute of Chartered Accountants head of superannuation Liz...

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Accounting

Accountants must start diversifying away from compliance work and into wealth creation and financial services, says Institute of Public Accountants general manager Vicki ...

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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 20 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 11 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