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

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  1. How to deliver certainty in life insurance

    With fully underwritten life insurance, you know exactly what’s covered before the worst happens. Brought to you by NobleOak...

  2. Investment advice: What can’t you say?

    When it comes to clients’ financial health, what can CAs talk about and what needs to be left to licensed financial advisers?...

  3. 5 chronic poverty mindsets to watch for in clients

    A chronic poverty mindset may be sabotaging your client’s shot at financial success. So how do you recognise the symptoms?...

  4. Tips for discussing life insurance with your partner

    Discussing life insurance with your partner is a delicate but necessary conversation. Brought to you by NobleOak Life Limited...

  5. How this AASB/AUASB guidance changes climate risk reporting

    The AASB/AUASB guidance turns reporting on climate risk from a corporate social responsibility into a financial one...

  6. What’s the future for CAs and trusts in NZ?

    Given the increased obligations new NZ legislation imposes on trustees, CAs have had to question their involvement in trusts...

  7. Open banking: What’s in it for accountants?

    Consumer data right is hyped as a way to shop for cheaper financial products. But should accountants become data recipients?...

  8. Confusion around life insurance leaves Australians vulnerable

    A recent whitepaper sets out the challenges to people accessing adequate life insurance cover. Brought to you by NobleOak...

  9. Winding up an SMSF before 30 June? Avoid these pitfalls

    If your client has decided to wind up their SMSF, it’s vital that you’re both aware of potential traps in the process...

  10. The taxing consequences of COVID-19 in New Zealand

    COVID-19’s economic fallout is choking businesses’ cash flow. Here are some tax issues CAs can advise their clients on...

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