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Financial planning
The Financial Standards and Ethics Authority isn’t comparing apples with apples, with accountants snubbing the idea of ‘study for study’s sake’, according to AccountantsI...
Financial planning
The accounting and advice firm network has delivered an average profit margin from its firms of 15 per cent for fiscal 2018, up from 12 per cent in the prior year....
Financial planning
Self-managed superannuation fund advice offers a huge opportunity for financial planners, with half of all SMSFs reporting unmet advice needs, according to Investment Tre...
Accounting
SMSF Association Conference delegates have been warned that advisers and accountants need to clarify what services they provide and when, as growing numbers of accountant...
Financial planning
Although self-managed superannuation funds have decreased their use of financial planners over the last decade, data from Investment Trends suggests that there is growing...
Accounting
Limited licensees have been at a disadvantage compared to full licensees ever since the accountants’ limited licence regime was introduced....
Financial planning
The Financial Planning Association has reinforced the differences between planners and accountants – something which it argues require different policy approaches....
Editorial
The Financial Planning Association has clearly defined the difference between planners and accountants and why one size does not fit all with respect to remuneration, Mik...
Accounting
Software provider Class has shifted compliant product advice to new partner A.S.A.P Advice to reduce compliance costs following repeal of accountants’ exemption last year...
Accounting
ASIC is taking action against accountants who misuse ‘sophisticated investor’ certificates by failing to offer adequate or any disclosure....
Financial planning
Australian Securities and Investments Commission chairman, Greg Medcraft has defended helping launch CPA Advice claiming getting accountants into the advice industry is a...
People & Products
The Institute of Public Accountants has entered a strategic partnership with myprosperity to help accountants service clients around personal finance....
Accounting
Employers in the accounting sector would wait until they deemed a candidate a cultural fit before employing them....
Accounting
A new survey suggests many accountants providing SMSF advice were licensed well ahead of the end of the accountant’s exemption....
Accounting
Financial planners and accountants need to change their mindset and the way they work to successfully service SMSF clients under the new licensing rules....
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...