ACCOUNTANT

Accounting

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

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Accounting

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

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Accounting

ASIC has banned a Sydney accountant from managing corporations for three years but allowed him to continue as director of his accounting practice....

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Superannuation

Accountants have been urged to ignore the vested interest hype around limited licensing and to follow the counsel of the major accounting bodies. ...

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Financial planning

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

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Superannuation

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

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Financial planning

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

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Financial planning

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

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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 ...

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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...

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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...

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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...

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Accounting

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

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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....

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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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Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

1 day ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

1 day 2 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

4 days 2 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago