When was the last time you stepped back and critically reviewed your key business processes? Is your current way of working still the best way for your team and your clients? With client needs, and team capabilities constantly changing, we recommend you pause and...
Financial Services
Financial advice including wealth creation, insurance and lending services
16 Step Guide to Crowd Sourced Funding Equity Raising
by Peter Towers | Feb 12, 2019 | Featured Articles, Financial Services
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 Step Guide” to assist accountancy firms to identify clients and prospects...
Class Media Release – December 2018 SMSF Benchmark Report – How SMSFs invest in managed funds
by Class | Feb 7, 2019 | Financial Services
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 previous Benchmark Reports, Class has used the Top 20 managed funds as an indicator...
Labor’s tax and superannuation policies
by Robyn Jacobson | Feb 7, 2019 | Financial Services
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 next election? Timing of election This year, Australian voters will elect members of the...
Linked SMSF services and legal risk
by David Saul | Feb 3, 2019 | Financial Services
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 and investment advice – with the same or closely-related advisory firms is cost-effective and...
7 steps to effectively manage the scope and price of audit services
by Steven Watson | Feb 1, 2019 | Financial Services, Practice Management
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 audit services, but also to provide those services within the agreed cost budget. Technology is a...
Mid-Year Economic and Fiscal Outlook 2018–19 [MYEFO]
by Robyn Jacobson | Jan 17, 2019 | Featured Articles, Financial Services
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 decisions taken since the 2018–19 Federal Budget was handed down on 8...