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ACCOUNTANTS

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. ...

Financial planning

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

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....

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....

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....

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....

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....

Accounting

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

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....

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....

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....

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....

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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MARKET INSIGHTS

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