ca anz

Financial planning

Advice acquirers urged to prepare for potential compensation

In an environment of M&A, CA ANZ has stated any company looking to acquire an advice firm should be prepared to bear responsibility for any compensation to aggrieved clie...

Financial planning

CA ANZ appoints financial advice leader

Chartered Accountants Australia and New Zealand has appointed a financial advice leader who joins following 20 years at CPA Australia....

Financial planning

CA ANZ calls for streamlined financial advice regulations

Chartered Accountants Australia and New Zealand (CA ANZ) is urging the Government to streamline regulations for financial advisers and accountants in the 2022 Australian ...

Financial planning

PI and EDR membership should be kept until AFSL cancelled

Chartered Accountants Australia and New Zealand has provided advice to members wishing to cancel their Australian financial service licence following rising costs of runn...

Policy & Regulation

Consumer groups join industries bodies in CSLR opposition

Eight consumer groups have united with eight industry bodies in opposition to the compensation scheme of last resort (CSLR) legislation in its current form....

Financial planning

Global accounting profession unites to target zero net emissions

CPA Australia and Chartered Accountants Australia and New Zealand (CA ANZ), have joined 10 global and national accounting bodies to commit to net zero greenhouse gas emis...

Policy & Regulation

CSLR levy needs to be sustainable for small business: CA ANZ

Declining incomes from the COVID-19 pandemic and ever-rising regulatory costs have crippled small to medium advice businesses, and product issuers should be carrying more...

Superannuation

Budget opens door to dismantling SMSF legacy products

Market-linked lifetime products which have passed their use-by date can be progressively dismantled thanks to changes announced in the Budget....

Financial planning

FASEA not the final battle

Although the removal of the Financial Adviser Standards and Ethics Authority is a huge victory for many in the industry who spent the last few years fighting for reform, ...

Policy & Regulation

Audit inquiry reaffirms recommendations

All 10 recommendations from the interim report released in February have been reaffirmed by the final report on the regulation of auditing in Australia....

People & Products

Accounting bodies unite for mental health training

Over 5,000 accountants will receive training in providing mental health first aid to assist clients across Australia by 2022. ...

Financial planning

Early super access ROA now digital

The FPA has partnered with three fintech providers to allow advisers provide early super advice more efficiently....

Financial planning

JobKeeper guidance helps set practical ground rules

ATO guidelines on JobKeeper legislation will help accountants better understand when the integrity rules will or will not work....

People & Products

CA ANZ appoints CEO

Ainslie van Onselen will replace interim chief executive officer Simon Hann from 18 May, 2020. ...

Financial planning

Industry groups create ROA template for early super access

FPA, SMSFA, CA ANZ, CPA Australia and IPA financial adviser and registered tax agent members have been provided a template record of advice for clients looking to access ...