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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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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...