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ACCOUNTANTS
Editorial
There are a number of options available to accountants wishing to branch out into financial planning. Adam McGruen outlines the pros and cons of each....
Financial planning
The Institute of Public Accountants has reiterated its calls to the Government to extend legal privilege to professional tax advisers, noting five years had passed since ...
Superannuation
Many have advocated that accountants simply get licensed if they wish to advise on SMSFs. However, Liz Westover claims the current single licensing model poses many diffi...
Financial planning
The ATO should be able to exercise discretion when concessional caps are breached due to poor financial advice, says AIST chief executive Fiona Reynolds....
Financial planning
The independence of accountants who align their businesses with financial planning dealer groups could be called into question, according to RSM Bird Cameron principal Pe...
Superannuation
Securitor has developed an offering to help accountants continue to provide SMSF-related services....
Financial planning
The Institute of Public Accountants wants a post-FOFA regime allowing accountants to provide general financial advice, including around SMSF establishment....
Financial planning
SMSF trustees find it "very challenging" to find good professional advice, and nearly half of them believe financial planners are out to sell products to benefit themselv...
Financial planning
MLC has launched a support program for accounting businesses looking to offer a more holistic advice service to their clients....
Accounting
After months of negotiations, the Federal Government is likely to replace the so-called 'accountant's exemption' with a limited, non-product licensing regime....
Financial planning
William Buck points to value of accountants and financial planners in estate planning process....
Financial planning
New research reveals growing numbers of financial planners willing to recommend industry super funds, while NAB/MLC emerge as top brand....
Policy & Regulation
Restoring accountants' licensing exemption is a positive development that will drive accountants and financial planners closer together, according to Patron Financial Adv...
Accounting
Small Independent Super Funds Association wants definitive framework for accountants providing advice....
Superannuation
If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...
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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....