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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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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...