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Accounting
A new survey suggests many accountants providing SMSF advice were licensed well ahead of the end of the accountant’s exemption....
Accounting
Financial planners and accountants need to change their mindset and the way they work to successfully service SMSF clients under the new licensing rules....
Accounting
Accountants and financial advisers should use data analytical capabilities of artificial intelligence and robo-advice to enhance their services of providing financial gui...
Accounting
Accounting firms have underestimated the impact of further study on their profit and productivity as accountants ramp up their education in light of SMSF licensing requir...
Accounting
It may be well into 2017 before ASIC has cleared the backlog of applications from accountants seeking limited licensing....
Financial planning
Older accountants and planners looking for an emergency exit from the industry would have to accept “fire sale” prices unless they modernised, similar to the dilemma face...
Accounting
ASIC has admitted granting accountants the longest-ever licensing transition arrangements yet most still managed to miss their deadline....
Financial planning
Financial planning and accounting practice licensee, Securitor, has reached its 30-year milestone, which was set to be celebrated at its annual conference. ...
Accounting
Accountants moving into the SMSF advice space need to think about low-cost fee structures as they look to compete with firms that are using technology to find cheaper sol...
Financial planning
The Federal Court has ruled Storm Financial directors breached their duties under the Corporations Act and provided inappropriate advice to investors without accounting f...
Accounting
The perceived negative consequences of acquiring a financial services licence seem to be reducing following the scrapping of the accountants’ exemption, with a dealer gro...
Accounting
ASIC commissioner, Greg Tanzer, has warned unlicensed accountants continuing to give SMSF advice are no better than property spruikers....
Accounting
The rate of demand for the licensing regime by accountants would not rise until the corporate regulator and other regulators enforced discplinary action on them for advis...
Financial planning
Accountants would increasingly adopt multi-advice models including the delivery of financial planning and SMSF advice as they dealt with increasing cost pressures and cha...
Financial planning
The ATO has issued a warning that planners and accountants could face penalties including prosecution if they were found to have promoted retirement planning schemes....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...