Accountants and financial advisers should use data analytical capabilities of artificial intelligence and robo-advice to enhance their services of providing financial gui...
Accounting firms have underestimated the impact of further study on their profit and productivity as accountants ramp up their education in light of SMSF licensing requir...
It may be well into 2017 before ASIC has cleared the backlog of applications from accountants seeking limited licensing....
Older accountants and planners looking for an emergency exit from the industry would have to accept “fire sale” prices unless they modernised, similar to the dilemma face...
ASIC has admitted granting accountants the longest-ever licensing transition arrangements yet most still managed to miss their deadline....
Financial planning and accounting practice licensee, Securitor, has reached its 30-year milestone, which was set to be celebrated at its annual conference. ...
Accountants moving into the SMSF advice space need to think about low-cost fee structures as they look to compete with firms that are using technology to find cheaper sol...
The Federal Court has ruled Storm Financial directors breached their duties under the Corporations Act and provided inappropriate advice to investors without accounting f...
The perceived negative consequences of acquiring a financial services licence seem to be reducing following the scrapping of the accountants’ exemption, with a dealer gro...
ASIC commissioner, Greg Tanzer, has warned unlicensed accountants continuing to give SMSF advice are no better than property spruikers....
The rate of demand for the licensing regime by accountants would not rise until the corporate regulator and other regulators enforced discplinary action on them for advis...
Accountants would increasingly adopt multi-advice models including the delivery of financial planning and SMSF advice as they dealt with increasing cost pressures and cha...
The ATO has issued a warning that planners and accountants could face penalties including prosecution if they were found to have promoted retirement planning schemes....
Accounting and financial services professionals found it a challenge to maintain a work-life balance even as the majority were confident about their professional prospect...
A firm has launched a series of packages for accountants who wanted technical training, compliance documents, and templates for their limited AFSLs. ...
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...