Featured Archive

8 Point Checklist for Crowd Sourced Funding Equity Raising

55 companies have secured finance for their businesses without having to borrow money from a bank!  This is a great achievement in these difficult times for dealing with banks.

The...

Selling a financial planning practice: tips for a successful transition

Due to tighter compliance requirements and changing personal priorities, many advisors are starting to think of selling their practice.

But selling a practice isn’t like listing a products...

The proposed Superannuation Guarantee Amnesty — reintroduced

Blurb
The Government has reintroduced legislation implementing the one-off Superannuation Guarantee Amnesty into Parliament. The Amnesty period has been extended, retaining its commencement date of 24 May...

Audits and Independence – Where to from here?

In Part 1 of this series on auditors and independence, I outlined some of the challenges facing the audit industry with a number of reviews underway both in...

The Security Sell: How To Talk to Your Clients About Cloud Computing Security

42% of Australian businesses have adopted cloud software in some form, but if you’re running an online practice there can still be worries from clients...

Race to The Finish Line – Implement a New Software Solution

Race to the finish line: How to implement a new software solution or project before Christmas and start fresh in 2020

Starting to see the Melbourne Cup promos and Christmas...

Top 10: Protecting your end-user data

Security is a hot topic thanks to a visible escalation in cybersecurity risks, but end-user data is often overlooked. With an increasingly mobile workforce, sensitive data is...

My thoughts on Xerocon 2019

I attended the two days of Xero’s annual conference on 4 and 5 September. I did not make it to the wrap party so can’t comment on that.

There was...

Would you pass the test on SMSF audit independence?

Do you have a potential issue with SMSF audit independence? If so, it’s not viable to turn a blind eye. Now is the time to ascertain whether your audit arrangements...

3 tips and tools to improve productivity across your practice

When was the last time you stepped back and looked at all of the different tech tools and software solutions you’re using to run your practice? Are they still...

Are 6 hour working days now reality?

Automation promised to bring us shorter work days and more time to do what we love.

Now, that’s finally starting to look like a reality. We talk to pioneering digital...

8 tried and tested tips for building digital relationships

8 tried and tested tips for building digital relationships

Anyone running a business knows that customers need to be continually made to feel special but how can accountants afford to...

New instant asset write-off

The instant asset write-off for small business entities is a measure that has been around for a number of years, having been increased and extended by the...

Whatever happened to service integration?

Over the past decade (or more), there’s been a great deal of focus on vertical services integration within accounting and financial services. This has largely been lead by the...

Financial Advisor Automation – How process efficiency can save you money and make compliance easier

Financial planning is a tough industry, and it’s becoming increasingly tougher. Costs and compliance burdens both seem to rise every year.

Manual processes like collecting signatures or populating your System...

Over 30,000 people have invested in crowd sourced funding equity raising

The Crowd Sourced Funding Equity Raising Scorecard produced by ESS BIZTOOLS as at 31 July 2019 has identified that 31,141 investors have invested an average of $1,207 in the...

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