AFA chief critical of accountants moving to advice
Accountants moving into the AFSL regime are underestimating the complexities and compliance requisites of financial advice, according to Association of...
Accountants moving into the AFSL regime are underestimating the complexities and compliance requisites of financial advice, according to Association of...
Despite the government announcements around comprehensive income products for retirement and changing the tax treatment of deferred annuities, the choice...
SMSF investors with lumpy assets in excess of the proposed $1.6 million cap on transfers to pension accounts may not...
Clients who make non-concessional contributions now may miss out on any future indexation increases with the proposed non-concessional contribution cap,...
BT is confident the BT Panorama platform will continue to pick up pace, and has reported significant "increased momentum" in...
The ATO has announced plans to change the process for calculating historic non-concessional contributions records by July this year, following...
SMSF software provider BGL has announced it provides users with a "big data search" to show which of the SMSFs...
Investment manager Elston and SMSF administrator Superfund Partners have launched an SMSF robo-advice application as part of their joint venture,...
A non-aligned provider of financial advice and technology has launched a cloud-based tool enabling licensed accountants to carry out a...
One of the big four firms has produced research which suggests practitioners will face growing client retention challenges if they...