Powered by MOMENTUM MEDIA
moneymanagement logo
 

ACCOUNTING

Financial planning

Chan Naylor has announced a commercial partnership with online platform provider NowInfinity to provide what both companies describe as a "real-time tailored" SMSF soluti...

Superannuation

While costs may still be a barrier, recent research reveals why more accountants are using platforms within SMSFs. ...

Superannuation

New research from SPAA suggests a significant gap exists with respect to accountants giving advice on SMSFs working under AFSLs ...

Superannuation

Concerns have been expressed that badly-run SMSFs may yet impose costs on Federal Budget. ...

Superannuation

Heffron extends it SMSF administration and compliance service beyond financial planners to accountants....

Superannuation

Feedback from financial advisers and accountants has been used by OneVue to extend its suite of SMSF services. ...

Editorial

Barry Lambert looks at the underlying value of an AFSL, why you might avoid buying one and the likely impact of licensing accountants. ...

Financial planning

There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....

Editorial

Despite the Parliament having risen for the winter recess, and probably for the last time before a Federal election, it will nonetheless be difficult to keep politics out...

Accounting

The Institute of Public Accountants has given its members an alternative to compliance with APES 230. ...

Editorial

If one issue has clearly defined the divide which continues to exist between financial planners and accountants, it has been the chequered passage of the Government’s Tax...

Financial planning

ASIC has released an information sheet on limited AFSLs, explaining in further detail their definition and scope....

Superannuation

The SMSF Professionals' Association of Australia (SPAA) has welcomed the Government's decision to establish a new transitional licensing regime for accountants....

Accounting

Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....

Financial planning

The Federal Government has bowed to industry pressure by allowing planners breathing space on TASA transition....

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 week 1 day ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago