accountant

Accounting

Accountant’s ban cut by two years

An Administrative Appeals Tribunal has cut two years off an accountants ban from financial services....

Accounting

Accountants failing to make AFSL cut

More than half of the 160 accountants who have applied for a limited AFSL have not been granted licences by ASIC....

Accounting

ASIC bans Sydney accountant

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 told to ignore the licensing hype

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

Accountants undecided on licensing

New survey reveals accountants are still undecided about the degree to which they will embrace the new licensing regime....

Superannuation

Servicing SMSFs - a challenge worth embracing

Meeting the diverse needs of SMSFs will present the financial services industry with both challenges and opportunities, writes Tim Keegan....

Financial planning

New association hits adviser space

A new planning association has been launched, promising to help advisers deliver real return strategies against the backdrop of increasing regulation. ...

Financial planning

Lambert predicts more AFSLs will disappear

Count founder Barry Lambert predicts in Money Management that commercial reality and the FOFA changes will precipitate the disappearance of more AFSLs....

Superannuation

Six years of LRBAs - some issues to keep in mind

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

Comparing SMSFs with industry and retail superannuation funds

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

SMSFs facing regulatory upheaval

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

Accountants and financial planners must be well matched

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

Accountant criminally charged over illegal MISs

An ASIC investigation has seen a Melbourne accountant facing 37 charges over unregistered managed investment schemes....

Policy & Regulation

Finance broker jailed for tax fraud

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

It's not always the financial planner's fault

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 ...