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Financial planning
Dealer group Libertas Financial Planning expands its dealer services model to accountants and signs first accountancy practice to the service....
Financial planning
Your Super Accountant has paid a $2040 infringement notice penalty in relation to potentially misleading statements about the cost of setting a self-managed superannuatio...
The number of SMSFs set up by accountants has fallen 20 per cent in the last two years according to research conducted by Investment Trends....
Superannuation
The bulk of advisers expect SMSF revenue to grow by more than 25 per cent over the next three years, largely driven by referrals from accountants, a CoreData survey has r...
Superannuation
Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...
Financial planning
ANZ appoints new CFO, International and Institutional Banking. ...
Financial planning
ASIC points to so far modest take-up of limited AFSL and the emergence of concerning trends around RG 146 completion and professional indemnity....
Editorial
Craig Parker looks at the crucial role partnerships and referral relationships can have on advisers looking to create a thriving, client-focused business. ...
Financial planning
Independent planning group Premium Wealth Management has hired former IOOF-aligned manager Justin Viney to lead its network’s development. ...
Accounting
The Australian and New Zealand chartered accountant professional bodies have merged to become one after the trans-Tasman proposal was put forward last year....
Accounting
Accountants are not having the necessary conversations on what is going to happen to their ability to give advice on self-managed super funds (SMSF) after July 2016, an a...
Life/Risk
If life insurance policies fail to meet the client’s – and adviser’s – expectations, certain questions must be answered, Col Fullagar writes. ...
Financial planning
Planners working with high net worth clients need to be across their full financial picture to avoid losing control according to the head of a family office advice busine...
Accounting
Accountants considering advice on SMSFs after July 2016 need to consider their business future ahead of licensing concerns ...
Superannuation
The Australian Tax Office’s (ATO) new penalty regime could see up to 50 per cent of self-managed super fund (SMSF) trustees fined for violations of their duties, an accou...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...