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Accounting
Barry Lambert confirms SMSFs represent a major motivator for accountants to utilise special financial advice licensing....
Editorial
The trouble with APES 230 is that it goes much further than FOFA, with a prohibition on commissions and the elimination of asset-based fee arrangements....
Accounting
Three quarters of accountants who took part in an MLC survey intend to deliver financial advice to their clients under the proposed new accountant's licensing regime....
Accounting
The APES 230 ethical standards may cause a small number of accountants "some commercial pain", but it will benefit the majority in the long run, according to Robert MC Br...
Financial planning
Madison Financial Group is rolling out a compliance framework that uses estate planning as a context for the best interests duty....
Financial planning
Adding an accounting practice to a financial planning business is harder to pull off than advisers may think, according to JNP Capital managing director Jason Phillips....
Editorial
Queensland-based accountant Greg Holman warns APES 230 could irrevocably alter the landscape for accounting organisations and poses a serious threat to the success and pr...
Accounting
The introduction of the APES 230 ethical standards for accountants will not affect WHK's business model, according to the dealer group's chief risk officer Craig Lake....
Accounting
Accountant/planners in rural areas are likely to forgo their professional accounting body membership if the APES 230 standards are introduced, according to Kenyon Partner...
Financial planning
Australian Unity's Personal Financial Services division doubled its funds under advice (FUA) during 2011-12, bringing it to just under $2 billion....
Superannuation
As SMSFs continue to gain momentum, service provider affiliation is becoming increasingly important to both professional advisers and their clients, according to John McI...
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Editorial
Rahul Guha uses his experience as an accountant to provide a few tips on how to manage profit in uncertain times....
Financial planning
Boutique financial advisory firms may be able to improve their lead generation capabilities through the use of technology and social media....
Superannuation
Large companies are likely to soak up books of SMSF clients by providing outsourced administration services, according to Bravura Solutions' Garradin manager Darren Speir...
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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...