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ACCOUNTANTS
Superannuation
If the accountant's exemption is removed when the second tranche of draft Future of Financial Advice (FOFA) legislation is released shortly, it will have positive implica...
Superannuation
Institute of Chartered Accountants specialist Liz Westover joins with the Superannuation Complaints Tribunal in pointing out the sensitivity around rollovers in volatile ...
Financial planning
Australian Unity Personal Financial Services has reached $1 billion in funds under advice, a two-fold increase over the past year....
Financial planning
The National Institute of Accountants (NIA) has opposed moves from financial planning bodies to have the use of the terms 'financial planner' and 'financial adviser' rest...
Policy & Regulation
The National Institute of Accountants (NIA) has launched an assistance program focused on the proposed Future of Financial Advice reforms, which the association says will...
Superannuation
Platform provider Praemium has launched its self-managed super fund (SMSF) offering, Smart Wrap SMSF, which the company said would engage, rather than create competition,...
Financial planning
Financial planners and accountants need to work together to lobby against licensing changes that affect both sectors in similar ways, according to HNW Planning director R...
Financial planning
The Accounting Professional and Ethical Standards Board (APESB) has put the brakes on its proposed reforms for accountants practising as financial planners....
Accounting
Two years after the launch of Lonsdale Financial Group’s Catalyst for Financial Planners (CFFP) program, the group has developed a new stream that extends to accoun...
Accounting
Two years after the launch of Lonsdale Financial Group's Catalyst for Financial Planners (CFFP) program, the group has developed a new stream that extends to accountants....
Financial planning
Australian software firms Financial Synergy and RewardSuper will jointly produce a new software solution, specifically for SMSFs....
Editorial
With accountancy body the National Tax and Accountants' Association setting up a financial planning arm specifically aimed at getting accountants back into the advice spa...
Superannuation
Lonsdale Financial Group has offered extended support to accountants wishing to continue giving self-managed superannuation fund (SMSF) advice after the financial service...
Financial planning
A sustainable revenue model needs to focus on more than simply charging an hourly rate as it may result in strained client relationships, according to Brisbane accountanc...
Superannuation
A new group has been established to help accountants get around the advice exemption changes for SMSFs without getting an AFSL....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...