Register for our upcoming webinar on the 19th August 2021, 12.00pm AEST As an accountant you know your clients need your trust and expertise when it comes to their mortgages, but you also know this is a highly regulated industry full of wonderful compliance and lender...
Financial Services
Financial advice including wealth creation, insurance and lending services
Don’t let 1 July 16 become unaffordable advice day
by David Smith | Nov 5, 2015 | Featured Articles, Financial Services
As the clock continues to wind its way down to 1 July 2016 all firms need to be firming up their strategy to deal with the new licensing regime that comes into place. Many with integrated financial planning businesses don’t feel that they need to do much at all....
Build Value with Chief Financial Officer Services
by Peter Towers | Nov 5, 2015 | Featured Articles, Financial Services
SITUATION AVAILABLE Many businesses have a “situation available” for a wider range of services – but not many accountants are applying. WHAT SERVICES DO SMEs WANT? Surveys undertaken by MYOB, CCH, Smithink and other organisations have all identified that SMEs are...
SMSF and Property
by For Accountants | Oct 22, 2015 | Featured Articles, Financial Services
Getting real on property investment Recently I wrote an article entitled “Batten Down the Hatches” about how to prepare your fund for the repercussions of any likely Government moves against SMSF. Mentioned as a possible target was highly geared real property...
Batten Down the Hatches
by David Saul | Sep 16, 2015 | Featured Articles, Financial Services
There is no doubt the SMSF environment is changing rapidly. Daily – I see new SMSF trends in collaboration, integration, data validation, valuations, data automation and unusual investments. These changes are referred to as “disruptors”, and can challenge many SMSF...
Fine-tuning the ATO’s magnifying glass: more scrutiny over professional practices
by Graeme Prowse | Sep 14, 2015 | Featured Articles, Financial Services
The ATO have released updated and expanded guidelines to their risk classification matrix for professional practices, and specifically about how much of the profits arising therefrom it expects to end up in the tax returns of individuals who own or control the equity...
Grant Update
by Peter Towers | Aug 24, 2015 | Featured Articles, Financial Services
The Federal, State and Territory governments are continually updating and changing government grants. Products like ESS BIZGRANTS are continually changing to incorporate amendments and new grants. One significant change that has been made in the last couple of weeks...