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Showing 1 - 10 of 291 results for "Agents"

AI moves into the advice process

VINNY VUCAGO  |  THURSDAY, 17 SEP 2026
... sharing information such as credit scores and bank statements with an LLM for personalised feedback. Globally, 85% believe AI agents could compare more options than a person manually, while 84% believe they could help secure better prices or rates. Experian ...

Banned SMSF auditor sentenced for falsifying reports

VINNY VUCAGO  |  THURSDAY, 3 SEP 2026
... providing SMSF audit services between June 2024 and January 2025 despite being permanently disqualified. He acted for four tax agents and completed audits while being prohibited from doing so, with the court also hearing he created 47 false SMSF audit ...

Fiducian Group statutory profit falls 28%

MATTHEW WAI  |  MONDAY, 17 AUG 2026
... expanded its digital advice solutions, while additional staff and application of artificial intelligence (AI), including AI agents for meeting notes, were implemented to strengthen compliance activity. Singh said the focus will continue to be on generating ...

Treasury opens consult on TPB sanctions framework

ELIZA BAVIN  |  TUESDAY, 4 AUG 2026
... Compliance receipt measure. The measure also implements recommendations of the 2019 review of the TPB." Registered tax agents and BAS agents are regulated by the TPB, which decides whether to register an entity as a tax practitioner and investigates ...

Super funds fail customer service test: SCA

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... facing domestic violence, bereavement or serious injury, the Superannuation Call Centre Experience Report showed. Frontline agents were also not prepared or equipped to handle emotionally sensitive interactions, involving customers experiencing vulnerability ...

AustralianSuper hires head of AI

ELIZA BAVIN  |  WEDNESDAY, 20 MAY 2026
AustralianSuper said the newly created role will help align autonomous agents with human intent. The $410 billion super fund has named its first head of AI and automation in a newly created role. Sarah Carney joins AustralianSuper from Microsoft where ...

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... said. "The risks with respect to this issue [cyber threat and costs] are no greater for financial advisers than for tax agents and BAS agents. Financial advisers should be able to meet the information technology and client identification requirements ...

BNP Paribas AM to turbocharge $2.6tn AUM by 2030

KARREN VERGARA  |  FRIDAY, 20 MAR 2026
... use "agentic AI powering end to end process automation that structurally boosts productivity". Currently it has some 70 agents processing unstructured data to accelerate investment workflow. BNP Paribas AM finalised its acquisition of AXA IM last year ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI  |  MONDAY, 2 FEB 2026
... ownership of." "We remain of the strong belief that this tax will be expensive for individuals, superannuation funds, tax agents, financial advisers and for the ATO to administer, and will raise little net revenue when all these costs are considered," ...

SEC slams proxy adviser 'oligopoly,' urges AI use

KARREN VERGARA  |  MONDAY, 12 JAN 2026
... said. "This isn't science fiction - it's a near-term reality. Of course, with great power comes great responsibility. AI agents need to be trained and their output needs to be reviewed. Any adviser's use of AI in proxy voting would also need to take ...
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