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| | | ... also recently proposed by ASIC in its review of SMSF advice. It is also calling for a specific education pathway for accountants providing SMSF advice under a limited AFSL. In contrast, wealthdigital technical manager Rob Lavery believes FASEA represents ... |
| | | | ... into the advice space has dropped by 4% year-on-year. The commencement of licensing restrictions on 1 July 2016 meant accountants could no longer provide SMSF-related services without applying for a limited AFSL or becoming an authorised representative ... |
| | | | ... analytics provider Simply Wall St, investors and financial planners can use the functionality, previously restricted to accountants. Class partnered with the online platform and mobile app in 2016, aiming to assist advisers make better informed decisions. ... |
| | | | ... truly gives its advisers a point of differentiation which helps them engage new clients and referral partners like accountants." The news comes after BTFG announced last week that its BT Panorama platform passed $10 billion in FUA, representing growth ... |
| | | | ASIC has completed its review of unlicensed SMSF advice from accountants. The regulator found that there were no systemic concerns around the provision of unlicensed SMSF advice, but did note that the accountants reviewed had significant levels of inaccurate ... |
| | | | ... preserve and grow their money. Having the right team supporting you including stockbrokers, financial advisers and accountants can make a world of difference to helping you feel and stay on top of your money matters now, and will also put you in good ... |
| | | | ... However, this has not been reflected in the preparations and processes which should be set in place to protect advisers, accountants and superfunds from potential cyber-attacks, he said. The Notifiable Data Breach laws were brought into effect in February ... |
| | | | ... John Tretola, was found to have breached his independence requirements of APES 110 Code of Ethics for Professional Accountants. He did so by auditing his own fund and a fund for which he was the trustee. The Canberra auditor, Robert Newham, breached ... |
| | | | ... worry too much," he added. One point he did make was advisers should think more about super contribution splits. "Accountants do well with income split, but we should also do well with super split. We should be doing it all the time," he said. Chew added ... |
| | | | ... initial focus of the partnership will be on enhancing the core services already being offered to financial advisers and accountants but he expects other opportunities to arise. "Alongside their financial services offering DBA already has a strong technology ... |
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