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ACCOUNTANTS
Financial planning
The ATO has issued a warning that planners and accountants could face penalties including prosecution if they were found to have promoted retirement planning schemes....
Financial planning
Accounting and financial services professionals found it a challenge to maintain a work-life balance even as the majority were confident about their professional prospect...
Policy & Regulation
A firm has launched a series of packages for accountants who wanted technical training, compliance documents, and templates for their limited AFSLs. ...
Accounting
Contrary to accountants’ fears that financial planning firms would take a clip of their fees, GPS Wealth suggested the two professions working together could increase pro...
Financial planning
The financial services sector and accounting are falling behind sectors like technology and other professional services as employers tightened belts....
Superannuation
Accountants who provided SMSF advice before 1 July have been urged to come clean with clients and contact their PI provider....
Accounting
Accountants who provide SMSF advice without a licence risk not being covered by professional indemnity insurance, as insurers treat accountants and financial advisers dif...
Accounting
The challenges imposed by licensing and higher education standards are hitting older accountants and planners in equal measure....
Accounting
Accountants have been warned they are entering criminal territory if they provide unlicensed advice after 30 June....
Accounting
The Australian Securities and Investments Commission signalled it will be scrutinising accountants giving advice after 30 June....
Accounting
Less than half of all accountants who intend on operating under a full or limited AFSL have met the licencing requirement to provide SMSF advice, despite the looming dead...
Funds management
Self-licensed Knight Financial Advisors has partnered with Managed Accounts Holdings to introduce an MDA service, which will see $300 million moved to the service. ...
Financial planning
The image of accountants has improved on ethics and honesty with more than half rating them very high, while financial planning remains mostly unchanged....
Accounting
Planners working for accounting practices earn more than accountants, the Money Management Salary Survey reveals....
Financial planning
Fewer SMSFs are using financial planners, but trustees want advice, while accountants and planners want software to boost their relationship, according to Investment Tren...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...