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Superannuation
Self-managed super fund (SMSF) service provider Heffron has launched an online SMSF form with in-built checking tools to avoid compliance headaches....
Financial planning
OneVue extends its SMSF reach with acquisition of Super Managers Australia SMSF administration capability. ...
Policy & Regulation
Some of the Federal Government’s proposed new levies could foster tax avoidance by increasing perceived inequality, an accountant believes. ...
Life/Risk
In this third of a three-part series on insurance claims, Col Fullagar rounds out the concept of claims management best practice by reviewing the role of analysis, resear...
Financial planning
Speculation surrounding Federal Budget changes to super is fostering uncertainty among pre-retirees and discouraging them from saving, an accountant believes. ...
Accounting
The IPA has called on the Government to repeal legislation that caps personal concessional contributions at 10 per cent....
Financial planning
Lawyer points to possible action against planners and accountants as Timbercorp class action fails....
Accounting
Accountants are grossly miscalculating the cost of licensing their own SMSF advice business, with many expecting to pay around an eighth of the actual cost....
Policy & Regulation
The Institute of Public Accountants wants legal privilege granted to cover advice provided by tax agents....
Financial planning
Contrary to what some believe, the client owns the client: the client is not owned by the adviser, the dealer group or the broker, as Craig Parker explains. ...
Financial planning
Planners and accountants unlikely to take each other’s work due to workloads involved. ...
Accounting
Count launches accountants licensing offer and commits to meeting APES 230....
Accounting
Accountants who wish to avoid product distribution pressure should not join an institutionally aligned licence if they wish to provide advice....
Accounting
A referral expert claims accountants are silent on under-insurance, letting clients’ policies lapse. ...
Life/Risk
Part One of this article looked at the reasons why claims management should be viewed as an integral part of the holistic advice process. In this Part Two, Col Fullagar l...
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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...