ACCOUNTANTS

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
Financial planning

Questions are being raised about whether accountants who access limited licensing arrangements will accept conventional licensee remuneration models....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago