ACCOUNTANTS

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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Accounting

The Institute of Public Accountants (IPA) has urged its members to heed ASIC’s warnings about time running out to pursue the new limited licensing regime....

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Financial planning

Accounting and advice groups looking to expand their operations are becoming increasingly frustrated by the lack of sellers in the market....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 21 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 22 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago