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ACCOUNTANTS
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...
Accounting
Kaplan has announced an intensive workshop for accountants on the advice giving process, and translating that into statements of advice....
Financial planning
Both ASIC and the Tax Practitoners Board have warned accountants of the potential high cost of not being licensed....
Life/Risk
South Africa’s largest mutual company, Professional Provident Society (PPS), is targeting a slice of Australia’s $7.5 billion retail life risk insurance sector. ...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...