ACCOUNTANTS

Accounting

ASIC must forge a tighter relationship with the industry it regulates if it is to improve effectiveness of its regulation, according to CPA Australia and Chartered Accoun...

Financial planning

Dealer group heads expect to see the initial influx of accountants to planning under the new licensing regime....

Accounting

Financial advisers should require more than one semester unit in tax law if they want to be licensed to provide tax advice, the Institute of Public Accountants believes....

Superannuation

SMSFs breed more satisfied Australian customers than their industry and retail counterparts, according to a survey. ...

Financial planning

A mortgage lender has been forced to rename one of its loan products after failing to realise that ‘MoneySmart’ has been traded marked by ASIC....

Accounting

The former director of an accountancy firm has been banned by ASIC for being part of a scheme which raised funds from clients for mezzanine finance and mortgage lending....

Financial planning

AMP SMSF has backed calls for making it compulsory for financial advisers to undertake specific training if they are going to advise on SMSFs....

Financial planning

New research suggests SMSF advice is a prime area for consolidation....

Accounting

Small scale accountancy practices are least suited to provide SMSF advice failing in their fund administration compliance according to Xpress Super and Super Guardian chi...

Accounting

Independently-owned advisory firm Fortnum Financial Group (Fortnum) has moved into the accounting space with a new business, Fortnum Professional Strategies....

Accounting

The Fold Legal claims accountants are not adequately prepared when applying for AFS licences....

Financial planning

An online registry has been launched by Sophisticated Access to look after sophisticated investor certificates online....

Superannuation

There is some confusion and buck passing between trustees and advisers when it comes to compliance responsibility of a SMSF....

Accounting

Accountants who provide advice on self-managed superannuation funds (SMSFs) need to consider the level of advice they want to give clients before new licensing rules come...

Accounting

It is time to put aside traditional and sometimes negative perceptions of accountants and see them as integral to the development and growth of businesses....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 2 weeks ago

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

2 months 1 week ago

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

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 6 days ago
moneymanagement logo