ACCOUNTING

Financial planning

The financial planning-accounting business model is the only one to have seen growth in its adviser numbers since 1 July 2022, according to Wealth Data....

Financial planning

AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....

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People & Products

Class has launched an online tool to help accounting practices to make the decision to work with an audit partner based on automation through technology integrations....

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Funds management

Institutional investors hold chief executives responsible when there are errors in a firm’s financial reporting, not the chief financial officer, according to research. ...

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Accounting

With October being Mental Health Month, it’s a good opportunity for people in the profession to look out for each other’s mental health....

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Financial planning

Australian Wealth Solutions principal, Sam Zervides has questioned whether politicians and regulators fully understand the damage which has been inflicted on the financia...

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Financial planning

Early data from a Money Management survey has revealed significant underlying acceptance for a convergence of advice and accounting....

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Financial planning

Is there an advice/accounting convergence underway and is it something advisers want?...

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Superannuation

The accountant-planner relationship is evolving to better serve self-managed super fund trustees, according to Investment Trends....

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Policy & Regulation

ASIC has banned a Perth-based accountant from providing any financial services for six years, after finding that he both contravened and was likely to again contravene a ...

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Financial planning

The Institute of Public Accountants has suggested that it is accountants who can fill the gap when consumers want advice but don’t want to pay high fees to advisers....

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Policy & Regulation

The Australian Securities and Investments Commission has broken new ground cancelling the licenses of two accounting firms for failing to obtain membership of the Austral...

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People & Products

Former International Federation of Accountants president, Rachel Grimes, has joined the Accounting Professional and Ethical Standards board as director. ...

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Financial planning

Accounting and financial services firms warn next generation industry workers to future-proof their businesses or risk losing clients....

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Financial planning

The publicly-listed company which last year acquired GPS Wealth is predicting the further convergence of accounting and wealth driven by the Royal Commission and the Fina...

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Chris Cornish

"Past performance is no guarantee of future results" is something ASIC are always keen to say. Yet when it comes to th...

10 hours ago
Stewart Gibson

Wow, distrust in the Government. Who would have thought that people would distrust that merry band of incompetents that ...

1 day 12 hours ago
One foot out the door

“The advice satisfaction has moved up, and that’s about rebuilding trust, delivering on what we say we will do and not m...

6 days 15 hours ago

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

7 months 2 weeks 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. ...

7 months ago

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

7 months 2 weeks ago