ACCOUNTING

Financial planning

Professional scepticism represents an integral ingredient for successful auditors, according to new research released by the Institute of Chartered Accountants (ICAA)....

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Financial planning

Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...

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Financial planning

Australian Unity Personal Financial Services (PFS) is focusing on growing its adviser base by marketing itself as a non-aligned financial services organisation, according...

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Superannuation

Will 2013 be the defining year for self-managed super funds? Bryan Ashenden's policy overview discusses the implications for advisers....

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Editorial

The good news for accountants involved in the provision of financial advice is that the APESB started 2013 by extending the time-frames with respect to its APES 230 stand...

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Financial planning

Financial planners and accountants need to know how their clients’ relationship status is seen in the eyes of the law, according to lawyer Nabil Wahhab, or things like su...

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Superannuation

With even the largest of SMSF administration firms holding less than 2 per cent of the overall market, the potential for consolidation has become an increasingly hot topi...

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Superannuation

SPAA has pointed accountants towards its Public Practice Certificate as at least a part of finding an answer to the new limited licensing arrangements replacing the accou...

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Financial planning

Australian financial institutions could be at a disadvantage if the Government fails to secure an agreement with the US....

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Superannuation

Time is running out for financial planners and accountants working in the SMSF space to make crucial decisions before legislative changes come in, according to SPAA....

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Financial planning

While the ultimate shape of FOFA might depend on who wins the next Federal election, financial planners will have a busy year ahead nevertheless, writes the FPA’s Dante D...

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Editorial

Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...

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Accounting

Superannuation body warns of implications flowing from accountants, real estate agents, mortgage brokers and lawyers around SMSFs and property....

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Editorial

The Financial Planning Association’s ‘side deal’ with the Industry Super Network on FOFA drew plenty of flack from many key industry figures....

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Editorial

The Financial Services Council's position on life insurance churn proved controversial, attracting criticism from the likes of Synchron's Don Trapnell....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago