Finance

Financial advice for business and news, insights and comment on the sector

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  1. Education requirements to be a Financial Adviser

    Stay up to date with the latest FASEA developments on education standards for Chartered Accountants providing financial advice in Australia...

  2. Superannuation and Financial Advice Legislation update 2022

    Superannuation and Financial Advice Legislation update 2022...

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  3. Super Cases

    Super cases as seen in the Super News...

  4. ATO Trustee Disqualifications

    List of individuals as notified in the Government Notices Gazette as disqualified by the ATO since 1 January 2021 for contravening super laws, as featured in the Super News in 2022...

  5. Encourage your clients to apply for their director ID

    All directors must have a director ID by 30 November 2022. Members can smooth the application process for their clients by raising awareness and collating key documentation...

  6. How to overcome fear of tech failure

    No ERP project starts out as perfect for your organisation. But the right approach can make the journey worth the investment. Brought to you by Liberate I.T...

  7. ATO Private Binding Rulings

    Details of private binding rulings given by the Australian Taxation Office in relation to Superannuation matters...

  8. Rural accountants busier than ever as farming clients brace for rising costs

    How can CAs help farming clients grapple with rising costs?...

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  9. Submission on Superannuation Performance Test Treatment of Faith-based Products

    Joint CAANZ/CPA submission on Superannuation Performance Test Treatment of Faith-based Products...

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  10. Frances Carter CA: “It’s a business risk when the natural capital we rely upon starts to degrade”

    After successful projects in developing countries, conservation financing specialist Conservation Capital is setting its sights on Australia and New Zealand, where there is a need for its services...

  11. The tax office has cryptocurrencies in its sights

    An early 2022 survey by Roy Morgan found that over one million Australians own at least one type of cryptocurrency, redefining crypto’s place within investment portfolios...

  12. Submission on taxation of military superannuation benefits

    Joint CA ANZ/CPA submission on Treasury Laws Amendment (Measures for a later sitting) Bill 2022: Taxation of military superannuation benefits...

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  13. Building future-proof advisory services: Liam McNamara’s experience

    Liam McNamara CA discusses the value of offering advisory services in building stronger, long-term relationships with his firm’s clients...

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