Accountants and SMSFs

18-May-2017

There has been much commentary about what SMSF advice accountants are providing following the removal of the accountants’ exemption last year amid concerns the take-up of the limited licence hasn’t been a.. Read More

Accountants and SMSFs

18-May-2017

There has been much commentary about what SMSF advice accountants are providing following the removal of the accountants’ exemption last year amid concerns the take-up of the limited licence hasn’t been a.. Read More

Not licensed? What advice and services can you provide?

28-Jun-2016

With only weeks remaining until the accountants’ licensing exemption is repealed on 1 July, the focus has rightly been on the requirements for recognised accountants to become licensed if they wish to be able t.. Read More

Don’t miss this opportunity

27-Apr-2016

The countdown is on until 30 June 2016 when the accountants’ exemption will be repealed. However, with only four months to go, there still remains a high level of confusion about what is changing and what optio.. Read More

Don’t miss this opportunity

14-Jan-2016

With just over seven months until the accountants’ exemption is repealed, there is definitely an increased focus from professional accountants on the reform and how they will address the change come 30 June 201.. Read More

Changing the future of financial planning

16-Oct-2015

Throughout CPA Australia’s history, we have had a track record of acting without fear or favour. Our commentaries on key issues of public policy have always been underpinned by a commitment to the public intere.. Read More

Are you in or out?

02-Jul-2015

With a little over 12 months until the accountants’ exemption will be removed, it is time for all accountants to act or otherwise risk not having the right advice solution in place for their practice and client.. Read More

Where to for retirement incomes policy?

03-Feb-2015

The Financial System Inquiry’s (FSI) final report, released in December last year, focused attention on the future direction of Australia’s retirement savings policy and the role of superannuation in part.. Read More

Busting the myths on the limited licence

03-Dec-2014

A recent study found nearly 37 per cent of accountants intend to practice under the accountants’ exemption until it expires on 30 June 2016 and then see what happens before they make a decision on what to do ne.. Read More

The importance of trustee education

13-Aug-2014

It seems as if a week hardly goes by without some form of criticism in the media aimed at SMSFs and their trustees. A common complaint is they enjoy some unfair advantage over the large Australian Prudential Regulati.. Read More

The real impact of FOFA

01-Jul-2014

Proposed amendments to the current Future of Financial Advice (FOFA) reforms are without doubt the most talked about issue in the financial services sector. Everyone has a view about what the proposed changes ma.. Read More

Video: Total super balance

What total super balance means for contributions..View more

Video: Adviser compliance

Christina Kalantzis discusses compliance issues to consi..View more