06-Mar-2018 Krystine Lumanta, Accountants Daily
Accounting firms must ensure their financial planner partners, referral arrangements and in-house advisers will meet the Financial Adviser Standards and Ethics Authority (FASEA) requirements, and also consider the wider impact of the incoming education framework.
05-Mar-2018 Miranda Brownlee, Accountants Daily
As robo-advisers increasingly sell their services to accountants without full AFSLs, the tax office issued a statement suggesting accountants should be wary that claims made by marketers might not stack up.
26-Feb-2018 Darin Tyson-Chan, Self Managed Super
A legal firm partner has identified scoping as one of the major elements contributing to erroneous statements of advice (SOA) issued by financial advisers. Speaking at last week’s SMSF Association National Conference 2018 in Sydney, Holley Nethercote Commercial and Financial Services Lawyers partner Paul Derham told delegates: “Scoping is what we call it and it’s actually answering the question: What are you being asked to do?
AKW Chartered Accountants
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CS Accounting & Taxation
I really appreciate your time and knowledge at yesterday’s session. Things are a lot clearer now. I really do agree with you that this is an opportunity for us accountants and we need to start looking at it as that.
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