accounting

Financial planning

The advice channels reporting largest YTD gains and losses

Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice....

Financial planning

The sole business model to see positive growth

The financial planning-accounting business model is the only one to have seen growth in its adviser numbers since 1 July 2022, according to Wealth Data....

Financial planning

AZ NGA acquires stake in Melbourne accounting firm

AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....

People & Products

Tool created to help accountants find SMSF auditors

Class has launched an online tool to help accounting practices to make the decision to work with an audit partner based on automation through technology integrations....

Funds management

Aussie investors look to CEOs for financial accountability

Institutional investors hold chief executives responsible when there are errors in a firm’s financial reporting, not the chief financial officer, according to research. ...

Accounting

Accountants best to help other accountant’s mental health

With October being Mental Health Month, it’s a good opportunity for people in the profession to look out for each other’s mental health....

Financial planning

Do lawmakers understand the damage to accounting and planning?

Australian Wealth Solutions principal, Sam Zervides has questioned whether politicians and regulators fully understand the damage which has been inflicted on the financia...

Financial planning

Support growing for advice/accounting convergence

Early data from a Money Management survey has revealed significant underlying acceptance for a convergence of advice and accounting....

Financial planning

The advice/accounting convergence – good or bad?

Is there an advice/accounting convergence underway and is it something advisers want?...

Superannuation

Accountant-planner relationship needs to evolve

The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....

Policy & Regulation

Perth accountant slapped with six-year ban

ASIC has banned a Perth-based accountant from providing any financial services for six years, after finding that he both contravened and was likely to again contravene a ...

Financial planning

Should accountants fill advice gap?

The Institute of Public Accountants has suggested that it is accountants who can fill the gap when consumers want advice but don’t want to pay high fees to advisers....

Policy & Regulation

ASIC cancels accounting firm licenses

The Australian Securities and Investments Commission has broken new ground cancelling the licenses of two accounting firms for failing to obtain membership of the Austral...

People & Products

Former IFAC president joins APESB

Former International Federation of Accountants president, Rachel Grimes, has joined the Accounting Professional and Ethical Standards board as director. ...