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27-Mar-2018 Jotham Lian, Accountants Daily
The Tax Practitioners Board (TPB) has revealed some findings of a major review of the tax profession, saying that professionals should brace themselves in years to come for entrants which have traditionally been peripheral to tax advice, like advisers, conveyancers and even real estate agents.
27-Mar-2018 Darin Tyson-Chan, Self Managed Super
Finding the right people is the critical element for accountants who want to build a successful financial planning arm within their existing practice, according to the head of a specialist business partnership group.
26-Mar-2018 Killian Plastow, IFA
Advisers need to shift their thinking around the structure and purpose of their SOAs to improve client engagement and compliance outcomes, according to compliance consultancy Assured Support.
22-Mar-2018 Tahn Sharpe, Professional Planner
Three-quarters of advisers says there are more self-managed superannuation funds than necessary, according to a live poll taken at the Conexus Financial Post Retirement Conference in Sydney. The vote was held during a session discussing the ongoing recommendation of SMSFs, and whether advisers are doing enough to identify and quantify the benchmarks for SMSF appropriateness.
21-Mar-2018 Darin Tyson-Chan, Self Managed Super
Complying with the licensing regime now applying to accountants wanting to service SMSF clients with financial advisory services has not been the largest hurdle for these practitioners to successfully transition their businesses, a specialist licensing consultant has said.
21-Mar-2018 Katarina Taurian, SMSF Adviser
SMSF professionals operating under a limited licence will have to complete the same training as those under a full licence under incoming education laws, sparking furious reactions from accountants fatigued by ongoing changes to the AFSL regime.
21-Mar-2018 Katarina Taurian, Accountants Daily
Mandatory new education requirements for accountants providing advice have been slammed for dismissing accountants’ years of training and making limited distinction between accountants and financial planners.
20-Mar-2018 Katarina Taurian, Accountants Daily
An update to the incoming education standards for financial advice indicates fully qualified accountants are unlikely to have met mandatory minimum training levels.
The adviser education standards authority has issued an update to its proposed guidance on education pathways for advisers and the code of ethics, opening both to a public consultation process.
19-Mar-2018 Miranda Brownlee, SMSF Adviser
A proposed change to div 152 ITAA 1997 may severely limit the ability to make contributions into super under the CGT small business concessions where business real property is held in a safe harbour entity, warns an industry lawyer.
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