ACCOUNTANTS

Financial planning

The Institute of Public Accountants has suggested that it is accountants who can fill the gap when consumers want advice but don’t want to pay high fees to advisers....

Financial planning

The Institute of Public Accountants has made a direct call for accountants to be re-enabled to have ‘broader and deeper holistic conversations’ with clients....

Policy & Regulation

Having an unblemished record as a chartered accountant is not justification in itself for being granted an Australian Financial Services License, according to the Adminis...

Financial planning

The Financial Standards and Ethics Authority isn’t comparing apples with apples, with accountants snubbing the idea of ‘study for study’s sake’, according to AccountantsI...

Financial planning

The accounting and advice firm network has delivered an average profit margin from its firms of 15 per cent for fiscal 2018, up from 12 per cent in the prior year....

Financial planning

Self-managed superannuation fund advice offers a huge opportunity for financial planners, with half of all SMSFs reporting unmet advice needs, according to Investment Tre...

Accounting

SMSF Association Conference delegates have been warned that advisers and accountants need to clarify what services they provide and when, as growing numbers of accountant...

Financial planning

Although self-managed superannuation funds have decreased their use of financial planners over the last decade, data from Investment Trends suggests that there is growing...

Accounting

Limited licensees have been at a disadvantage compared to full licensees ever since the accountants’ limited licence regime was introduced....

Financial planning

The Financial Planning Association has reinforced the differences between planners and accountants – something which it argues require different policy approaches....

Editorial

The Financial Planning Association has clearly defined the difference between planners and accountants and why one size does not fit all with respect to remuneration, Mik...

Accounting

Software provider Class has shifted compliant product advice to new partner A.S.A.P Advice to reduce compliance costs following repeal of accountants’ exemption last year...

Accounting

ASIC is taking action against accountants who misuse ‘sophisticated investor’ certificates by failing to offer adequate or any disclosure....

Financial planning

Australian Securities and Investments Commission chairman, Greg Medcraft has defended helping launch CPA Advice claiming getting accountants into the advice industry is a...

People & Products

The Institute of Public Accountants has entered a strategic partnership with myprosperity to help accountants service clients around personal finance....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 2 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks ago