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Superannuation
Financial planners are now involved in instigating more SMSFs than accountants, according to a new IFSA/Investment Trends survey of the sector....
Financial planning
Count has introduced a mortgage referrals business to support its planners and accountants, buying the services of a team of five disaffected Lawfund employees to do so....
Accounting
A survey conducted by the Bank of New Zealand Australia has revealed that business people running small to medium-sized enterprises most value advice from accountants and...
Accounting
Automated self-managed superannuation fund trust deed update service SuperCentral has achieved a client base of 500 funds in just two months....
Editorial
Information is power and in today’s complex and sophisticated business world our regulators are more often turning to the legislative search and access powers to collect ...
Financial planning
Many accountants are unaware of what constitutes unlicensed advice, meaning they are often treading a fine line between what they can and can’t discuss, according to thei...
Financial planning
Residents of north Queensland have been warned they need to be more vigilant against investment scamsters, following a spate of incidents involving millions of dollars of...
Financial planning
The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...
Superannuation
Accountants could face fines of up to $220,000 if they provide misleading advice on self-managed super funds....
Accounting
The financial planning and fund management industries will push for accountants to be expelled from a Financial Services Reform Act exemption, claiming they will oversell...
Accounting
The Financial Planning Association (FPA) and the Investments and Financial Services Association (IFSA) have moved to head off a further bid by accountants to get a larger...
Superannuation
Financial advisers and accountants may still benefit from establishing strategic alliances with each other in relation to providing advice on self managed super funds (SM...
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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....