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ACCOUNTANT
Accounting
An Administrative Appeals Tribunal has cut two years off an accountants ban from financial services....
Accounting
More than half of the 160 accountants who have applied for a limited AFSL have not been granted licences by ASIC....
Accounting
ASIC has banned a Sydney accountant from managing corporations for three years but allowed him to continue as director of his accounting practice....
Superannuation
Accountants have been urged to ignore the vested interest hype around limited licensing and to follow the counsel of the major accounting bodies. ...
Financial planning
New survey reveals accountants are still undecided about the degree to which they will embrace the new licensing regime....
Superannuation
Meeting the diverse needs of SMSFs will present the financial services industry with both challenges and opportunities, writes Tim Keegan....
Financial planning
A new planning association has been launched, promising to help advisers deliver real return strategies against the backdrop of increasing regulation. ...
Financial planning
Count founder Barry Lambert predicts in Money Management that commercial reality and the FOFA changes will precipitate the disappearance of more AFSLs....
Superannuation
It has been six years since limited recourse borrowing arrangements (LRBAs) were introduced for SMSFs to acquire residential or commercial properties, and so a number of ...
Superannuation
Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...
Superannuation
Self-managed superannuation was the clear winner of 2011, with healthy sector growth and satisfactory investment returns. However, as 2012 kicks off, SMSFs must turn thei...
Financial planning
It is important when establishing a referral relationship between accountants and financial planners that they are properly matched - or there is the risk of the relation...
Accounting
An ASIC investigation has seen a Melbourne accountant facing 37 charges over unregistered managed investment schemes....
Policy & Regulation
The Sydney District Court has sentenced finance broker and unregistered tax agent Angelos Giourtalis to nine years in gaol for 57 counts of tax fraud....
Editorial
When clients fail to do their bit in the client-adviser relationship, financial planners are often blamed for unfavourable outcomes. Col Fullagar proposes a way to avoid ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...