13-Apr-2018 Mike Taylor, Money Management
The Government may need to use more than one term to replace ‘general advice’ in circumstances where products sold with no advice are leading to consumer detriment, according to the Australian Securities and Investments Commission (ASIC).
09-Apr-2018 Mike Taylor, Money Management
Financial planning firms would do well to consider partnerships with accountancy firms to help deliver tax advice to high net worth individuals. That is
the assessment of GlobalData which has looked at the activity of the Australian Taxation Office (ATO) and its focus on high net worths.
03-Apr-2018 Darin Tyson-Chan, Self Managed Super
Accountants can enhance their value proposition for SMSF clients in retirement by making the decision to become the advice expert on cashflow requirements, a technical services executive has said.
AKW Chartered Accountants
Kath and her team at L4A were able to clearly analyse and recommend the level of licensing our people required. The process was efficient and painless and we found the summary webinar to be of great benefit. Thanks Kath.
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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