ACCOUNTANTS

Financial planning

Both ASIC and the Tax Practitoners Board have warned accountants of the potential high cost of not being licensed....

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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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Financial planning

Accountants have been warned they simply can’t continue to give SMSF advice as they always have....

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Accounting

Accountants who do not obtain a limited AFSL before 1 July 2016, could be forced to wait until 2019 to provide SMSF advice, a legal expert warns....

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Accounting

Advisers need to start preparing for changes to the way property leases will be treated on their balance sheets from 2019, an accountancy firm warns....

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Accounting

ASIC numbers revealed application and approval numbers remained low for accountants even as the removal of the accountants exemption for advising on SMSFs loomed....

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Financial planning

Limited licensing for accountants is all well and good, but how will it be policed, financial services mergers and acquisitions consultant, John Birt asks....

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Accounting

Limited licensing for accountants could be a chance for planners to provide peer-to-peer mentoring to accountants and bridge the gap between the two sectors....

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Accounting

CA ANZ announces innovation initiative to help small to medium sized enterprises access big data through dashboards and predictive models....

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Accounting

Accountants are faced with growing pressure to remain relevant or risk becoming “obsolete” in the face of cloud-based and self-service accounting tools, RSM believes....

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Accounting

Many accountants are sitting on the hands not knowing what to do ahead of the expiry of the Accountants’ Exemption, according to one AFSL holder....

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Financial planning

Accountants are being offered a licensing solution that will enable them to continue to provide SMSF advice without the loss of client control....

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Accounting

IPA chief executive, Andrew Conway, is urging the Federal Government to take conclusive action regarding the Harper Review to achieve real competition policy reform....

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Financial planning

The banning of an experienced accountant for breaches of financial services legislation highlights the need for all professionals to be aware of the regulatory framework ...

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Accounting

Tax agents’ reputations and client relationships are being damaged by the ATO’s push for more digital interactions, the Institute of Public Accountants claims....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago