accountants

Financial planning

Work-life balance a challenge in finserv

Accounting and financial services professionals found it a challenge to maintain a work-life balance even as the majority were confident about their professional prospect...

Policy & Regulation

Accountant tools for new era

A firm has launched a series of packages for accountants who wanted technical training, compliance documents, and templates for their limited AFSLs. ...

Accounting

Planner-accountant team work can increase profit

Contrary to accountants’ fears that financial planning firms would take a clip of their fees, GPS Wealth suggested the two professions working together could increase pro...

Financial planning

Finance and accounting hiring intentions decline

The financial services sector and accounting are falling behind sectors like technology and other professional services as employers tightened belts....

Superannuation

Accountants warned on pre-July SMSF advice status

Accountants who provided SMSF advice before 1 July have been urged to come clean with clients and contact their PI provider....

Accounting

Accountants warned on PI cover

Accountants who provide SMSF advice without a licence risk not being covered by professional indemnity insurance, as insurers treat accountants and financial advisers dif...

Accounting

Older accountants and planners face same challenges

The challenges imposed by licensing and higher education standards are hitting older accountants and planners in equal measure....

Accounting

ASIC’s explicit warning to accountants

Accountants have been warned they are entering criminal territory if they provide unlicensed advice after 30 June....

Accounting

Accountants on notice on advice and licensing

The Australian Securities and Investments Commission signalled it will be scrutinising accountants giving advice after 30 June....

Accounting

Accountants lag on AFSL

Less than half of all accountants who intend on operating under a full or limited AFSL have met the licencing requirement to provide SMSF advice, despite the looming dead...

Funds management

Perth firm signs on MDA service

Self-licensed Knight Financial Advisors has partnered with Managed Accounts Holdings to introduce an MDA service, which will see $300 million moved to the service. ...

Financial planning

Accountants rate high on ethics and honesty

The image of accountants has improved on ethics and honesty with more than half rating them very high, while financial planning remains mostly unchanged....

Accounting

Accountants’ salaries lag behind planners

Planners working for accounting practices earn more than accountants, the Money Management Salary Survey reveals....

Financial planning

SMSFs want advice but aren’t getting it

Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...