Financial Services Archive

12 STEPS TO SUCCESSFUL SME CAPITAL RAISING

By now you will probably have heard about Crowd Sourced Funding Equity Raising (CSF) and just how powerful an option it is for your small and medium sized...

Should the audit client be accepted?

When accepting a new audit engagement, you may encounter the following risks:

  1. you’ll make a mistake;
  2. key issues will be overlooked;
  3. the client will question the value of the service; or

Progress of bills pre-Budget

In our latest Banter Blog, with limited sitting days ahead of the Federal Budget on 2 April 2019 and the expected Federal election in May 2018, we summarise the...

As with most things, complex SMSFs cost more to run

No two SMSFs are the same, so what’s with low-cost, flat-fee bundling?

The ATO and ASIC have been monitoring the practices of Auditors and are closely watching bundled packages and...

16 Step Guide to Crowd Sourced Funding Equity Raising

Crowd Sourced Funding Equity Raising represents the biggest change in small business and medium sized business financing arrangements in Australia over the last 35 years!

We have produced a “16...

Class Media Release – December 2018 SMSF Benchmark Report – How SMSFs invest in managed funds

5 February 2019 – Class has released its SMSF Benchmark Report for December 2018, which includes a detailed feature on the asset allocation preferences of over 3,000 managed funds.

In...

Labor’s tax and superannuation policies

In our latest Banter Blog, we summarise the Opposition’s tax and superannuation policies as we head into election season. What can we expect should Labor form government at the...

Linked SMSF services and legal risk

Take a fresh look at the pros and cons of full service SMSF firms and alliances

It may appear to SMSF Trustees that having all services – accounting, auditing, administration...

7 steps to effectively manage the scope and price of audit services

Audit and assurance services are increasingly under price pressure as audit firms compete for business. It can be a challenge not only to get clients across the line with...

Mid-Year Economic and Fiscal Outlook 2018–19 [MYEFO]

On 17 December 2018, the Government released the Mid-Year Economic and Fiscal Outlook 2018–19 (MYEFO). The MYEFO provides updated information on the Government’s fiscal position and includes policy...

Keeping it clean – Tranche 2 Reform Update

Money laundering is big business, with an estimated $15 billion laundered annually in Australia. When coupled with the impression of respectability, legitimacy and credibility, the gatekeeper role played by...

Class announces integration with XPLAN, delivering a shared single view of wealth for advisers, accountants and their clients

Thursday, 22 November 2018 –  Class has announced a significant new data feed integration with XPLAN, the leading financial planning software for financial advisers.

The Class to XPLAN data feed enables...

Technology and the Future of Audits

The emergence of new audit technology has had an enormous impact on the audit profession. Machine-learning based tools can rapidly analyse hundreds of documents and identify key areas of...

They’re Reliable, They’re High Margin!

They’re reliable, they’re high margin, they usually pay on time and, they always need your advice.

I’m talking about your medium-sized business clients.

For many accountants, these are the 20% of...

Some movement on Div 7A … at last!

On 22 October 2018, the Treasury released a consultation paper titled Targeted amendments to the Division 7A integrity rules. The paper sets out the Government’s proposed implementation of...

3 Ways The Digital Economy Will Affect The Way You Work

As more transactions take place entirely online, how can you make sure your firm is staying up to date?

Accounting technology has come a long way over the last 10...

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