ACCOUNTANTS

Financial planning

Tax rules need to be reformed to enable consumers claim for all the costs associated with developing a financial plan, and produce long-term economic benefits, the IPA be...

Financial planning

Tax rules need to be reformed to enable consumers claim for all the costs associated with developing a financial plan, and produce long-term economic benefits, the IPA be...

Financial planning

Chartered Accountants Australia and New Zealand are urging the Government to simplify the arrangements around the tax deductibility of advice fees....

Financial planning

ASIC deputy chairman, Peter Kell, says the regulator is not yet facing a rush by accountants to be licensed....

Accounting

A Gold Coast accountant will serve an eight month sentence by way of an intensive correction order, after pleading guilty to misleading ASIC....

Accounting

Accountants could work as authorised representatives instead of getting their own AFSL as the licensing deadline of July 2016 approaches....

Accounting

Business models will need to change for accountants to continue to service super sector....

Accounting

Accountants have marked advice as the key to their sustainability, with practice owners confirming they “need to act” on falling profit margins and sluggish growth. ...

Accounting

Former AMP executive, Kath Bowler aims to help accountants navigate the complex licensing regime brought about by the FOFA reforms....

Accounting

Accountants remain confused about the process involved in the uptake of the limited licensing regime but they need to proceed quickly if they want to advise on SMSF, the ...

Financial planning

Accountant, Mervyn Ross Tarrant, has failed to have a seven-year ban from providing financial services overturned by the Federal Court of Australia....

Financial planning

Non-aligned dealer group Capstone has teamed up with peak accountancy body the IPA as the deadline approaches for the removal of the accountants’ exemption next year....

Accounting

Accountants moving to become licensed have been given a generous run but are failing in high numbers when applying for a licence according to a former ASIC licensing spec...

Financial planning

Accounting graduates may prove the “feeding ground” for the evolving financial advice space, according to the head of the AFA. ...

Accounting

A growing number of SMSF accountants have turned their attention to managed funds via the Australian Securities Exchange’s (ASX’s) mFund offering. ...

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MARKET INSIGHTS

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

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

3 days 17 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 3 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 2 days ago
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