3 November 2008 | More rigorous audit guidelines for SMSFs.
7 October 2008 | Trustees warned on tougher approach by ATO.
26 September 2008 | Increase in prosecutions over past year.
20 August 2008 | Accountants not checking borrowers’ finances.
29 July 2008 | Half of Australian companies report shortage in accountants and financial planners.
15 July 2008 | Education of SMSF trustees warranted, but compulsory standards undesirable.
16 May 2008 | Accountants claim they are being misrepresented on SMSF establishment.
24 January 2008 | Every cloud has a silver lining, including stock market volatility.
14 December 2007 | NIA signs landmark deal to jointly deliver accountancy training in China.
3 September 2007 | A new website offering up-to-date information pertinent to financial planning, has been launched.
23 August 2007 | New bill prohibits accountants from providing super advice.
16 July 2007 | Professional Investment Services launches Project 500 in Canada.
22 May 2007 | Portfolio administration service provider Praemium has launched the desktop component of its V-Wrap application, which features the ability to access live share market data for portfolio management.
18 May 2007 | Money laundering activities in Australia could be costing as much as $11.5 billion a year, according to information provided to the Institute of Chartered Accountants this week.
6 March 2007 | The latest study compiled by AMP Capital Investors and Investment Trends regarding self-managed superannuation funds has revealed the burden of compliance and keeping abreast of the legislative changes are the biggest impediments for accountants in servicing this segment of the superannuation market.
12 January 2007 | Melbourne-based financial advisory firm Swanton & Davidson have broadened their reach on the eastern seaboard of Australia, with the opening of its first office located in Sydney.
9 October 2006 | Accounting firm HLB Mann Judd has recommended the Federal Government examine the current taxes levied on the transfer of assets between generations as part of its impending taxation review to allow for easier retirement planning.
22 August 2006 | A survey conducted by the Bank of New Zealand Australia has revealed that business people running small to medium-sized enterprises most value advice from accountants and mentors.
19 May 2006 | Many accountants are unaware of what constitutes unlicensed advice, meaning they are often treading a fine line between what they can and can’t discuss, according to their industry associations.
12 May 2006 | The Australian Securities and Investments Commission (ASIC) is currently working on a project that aims to crackdown on people providing unlicensed financial advice.
16 January 2001 | Financial planning salaries are on the rise, fuelled by an increase in demand for quality financial planning talent.
1 November 2000 | CPA Australia has stepped up its move into financial planning with the announcement of a financial planning conference.
25 May 2000 | On just about any criteria, the Financial Planning Association (FPA) has been a very successful trade and professional association. In little over ten years, it has put financial planning on the map in Australia; has the ear of Government and the regulator; and has established the Certified Financial Planner (CFP) mark.
25 May 2000 | Accountants will be the big winners of financial planning business, according to high profile industry figure Robert MC Brown.
25 May 2000 | The accountant’s position as a source of financial guidance has not noticeably di-minished in the past two years, despite reports to the contrary by the Financial Planning Association (FPA).