ACCOUNTANTS

Financial planning

Many independent financial planners are not taking full advantage of the capabilities of their financial planning software, contributing to practice inefficiency and miss...

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Accounting

Treasury officials tell Senate Committee accountants will be moved into FOFA world....

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Financial planning

The proliferation of professional "hats" an adviser or an accountant has to wear simultaneously when giving advice is going to confuse planners and accountants in the wid...

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Editorial

The industry is still waiting on an announcement from the Government following the decision to remove the accountants' exemption on providing advice on SMSFs as part of F...

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Superannuation

AMP looks to move self-managed superannuation funds (SMSFs) beyond "cottage industry" status....

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Superannuation

As SMSFs and their various service providers wait to see what consequences may arise from the limited licensing regime currently proposed for accountants, Sharyn Long, ma...

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Superannuation

Due to growing costs and increasing workload, smaller accounting practices might wish to outsource SMSF administration, writes Olivia Long....

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Superannuation

Institute of Chartered Accountants reinforces concern on accountants' exemption issue....

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Financial planning

A recent newspaper advertisement that equates financial planning with the sale of financial products misunderstands the role of advisers, says AFA chief executive Richard...

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Accounting

Opposition urges Shorten to resolve accountants' exemption or hand task to someone who can....

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Superannuation

Superannuation is usually the biggest talking point for most advisers during tax season. Concessional contribution caps will certainly be top of mind this year given the ...

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Superannuation

David Court delves into the reasons why SMSFs are financial products, and the licensing implications that flow from having that status. A later article will examine the d...

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Superannuation

Cecile Apolinario explains the key issues and steps trustees need to address when starting a pension for a SMSF member....

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People & Products

In an effort to boost its consultancy services for trustees, financial advisers and accountants, Multiport has appointed Marjon Muizer as a technical services consultant....

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Superannuation

A recent Administrative Appeals Tribunal decision has reinforced the need for accountants to hold professional indemnity insurance....

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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 18 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 9 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