Many independent financial planners are not taking full advantage of the capabilities of their financial planning software, contributing to practice inefficiency and miss...

Treasury officials tell Senate Committee accountants will be moved into FOFA world....

The proliferation of professional "hats" an adviser or an accountant has to wear simultaneously when giving advice is going to confuse planners and accountants in the wid...

The industry is still waiting on an announcement from the Government following the decision to remove the accountants' exemption on providing advice on SMSFs as part of F...

AMP looks to move self-managed superannuation funds (SMSFs) beyond "cottage industry" status....

As SMSFs and their various service providers wait to see what consequences may arise from the limited licensing regime currently proposed for accountants, Sharyn Long, ma...

Due to growing costs and increasing workload, smaller accounting practices might wish to outsource SMSF administration, writes Olivia Long....

Institute of Chartered Accountants reinforces concern on accountants' exemption issue....

A recent newspaper advertisement that equates financial planning with the sale of financial products misunderstands the role of advisers, says AFA chief executive Richard...

Opposition urges Shorten to resolve accountants' exemption or hand task to someone who can....

Superannuation is usually the biggest talking point for most advisers during tax season. Concessional contribution caps will certainly be top of mind this year given the ...

David Court delves into the reasons why SMSFs are financial products, and the licensing implications that flow from having that status. A later article will examine the d...

Cecile Apolinario explains the key issues and steps trustees need to address when starting a pension for a SMSF member....

In an effort to boost its consultancy services for trustees, financial advisers and accountants, Multiport has appointed Marjon Muizer as a technical services consultant....