ACCOUNTANTS

Financial planning

Dealer group heads expect to see the initial influx of accountants to planning under the new licensing regime....

image
Accounting

Financial advisers should require more than one semester unit in tax law if they want to be licensed to provide tax advice, the Institute of Public Accountants believes....

image
Superannuation

SMSFs breed more satisfied Australian customers than their industry and retail counterparts, according to a survey. ...

image
Financial planning

A mortgage lender has been forced to rename one of its loan products after failing to realise that ‘MoneySmart’ has been traded marked by ASIC....

image
Accounting

The former director of an accountancy firm has been banned by ASIC for being part of a scheme which raised funds from clients for mezzanine finance and mortgage lending....

image
Financial planning

AMP SMSF has backed calls for making it compulsory for financial advisers to undertake specific training if they are going to advise on SMSFs....

image
Financial planning

New research suggests SMSF advice is a prime area for consolidation....

image
Accounting

Small scale accountancy practices are least suited to provide SMSF advice failing in their fund administration compliance according to Xpress Super and Super Guardian chi...

image
Accounting

Independently-owned advisory firm Fortnum Financial Group (Fortnum) has moved into the accounting space with a new business, Fortnum Professional Strategies....

image
Accounting

The Fold Legal claims accountants are not adequately prepared when applying for AFS licences....

image
Financial planning

An online registry has been launched by Sophisticated Access to look after sophisticated investor certificates online....

Superannuation

There is some confusion and buck passing between trustees and advisers when it comes to compliance responsibility of a SMSF....

image
Accounting

Accountants who provide advice on self-managed superannuation funds (SMSFs) need to consider the level of advice they want to give clients before new licensing rules come...

image
Accounting

It is time to put aside traditional and sometimes negative perceptions of accountants and see them as integral to the development and growth of businesses....

image
Accounting

Paper lodgements have dropped this tax season, as taxpayers move towards electronic mode and tax agents....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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