ACCOUNTANTS

Financial planning

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

image
Life/Risk

Col Fullagar explores the seldom-mentioned stressors associated with the claims process and their potential fallout....

image
Accounting

A Gold Coast accountant has been charged with lodging false documents with ASIC....

image
Financial planning

Planning and accounting indsutry stalwart, Robert MC Brown, argues that hourly rates and flat/fixed fees are the answer for a planning industry mired in conflicted remune...

image
Financial planning

Financial planners and accountants will not be able to work with each other if the former seeks ad-hoc relationships and the latter only seeks revenue from any joint... ...

image
Superannuation

SMSFs investing in residential property should look for “impartial advice” rather than falling for those looking to make a sale, an accountant and financial adviser firm ...

image
Financial planning

ASIC tells of man banned as a planner but still operating as an accountant and providing tax advice....

image
Financial planning

Accountants are more qualified to give financial advice than planners, largely due to their working knowledge of SMSFs, a small business owner believes....

image
Financial planning

The Federal Government should audit of the reviews within financial services to ensure the FSI is not lost within other overlapping inquiries and reviews. ...

image
Accounting

Only 15 per cent of accountants in providing advice on SMSFs are authorised to provide investment advice while a further 13 per cent are only RG146 compliant....

image
Editorial

Fiducian looks to grow on back of solid result and changes in the financial planning space....

image
Financial planning

AMP has flagged piloting new advice models at the same time as announcing a solid first-half profit result....

image
Accounting

Lloyd Morgan survey shows women still lag behind men when it comes to disparity in bonus payments in the accounting profession but the gap has closed by 60 per cent in th...

image
Accounting

A Melbourne accountant has been jailed for five years and eight months for operating 21 unregistered managed investment schemes relating to property development....

image
Financial planning

Dealer group Libertas Financial Planning expands its dealer services model to accountants and signs first accountancy practice to the service....

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 20 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 11 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