ACCOUNTANTS

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...

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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....

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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...

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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...

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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...

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Accounting

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

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Financial planning

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

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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...

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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...

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Accounting

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

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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...

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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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Accounting

Employers in the accounting sector would wait until they deemed a candidate a cultural fit before employing them....

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Accounting

A new survey suggests many accountants providing SMSF advice were licensed well ahead of the end of the accountant’s exemption....

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Accounting

Financial planners and accountants need to change their mindset and the way they work to successfully service SMSF clients under the new licensing rules....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

19 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

19 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

20 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 2 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