ACCOUNTANTS

Financial planning

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

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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....

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Superannuation

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

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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....

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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....

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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....

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Financial planning

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

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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...

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Accounting

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

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Accounting

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

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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....

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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...

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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....

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Accounting

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

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago