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?...
Finance
Financial advice for business and news, insights and comment on the sector
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The belief behind the growth: Tax Traders
Tax Traders is winning over NZ accountants to its loyalty program, with a 98% retention rate. Brought to you by Tax Traders...
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Stepping into the Digital Audit – with Inflo
Moving to digital auditing improves the quality of the whole process, says Inflo’s Olwyn Connolly. Brought to you by Inflo...
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What’s the trouble with goodwill?
Assessing the value of goodwill has become a complex, time-consuming process. But do suggested changes deliver what’s needed?...
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The digital neobanks ripe for new money
A new breed of digital neobanks wants to take on the Big Four. They’re attracting thousands of customers in Australia...
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9 essentials for SME cash-flow modelling
Cash will still be king in 2021, so how do you build a cash-flow forecast model that your stakeholders will use and love?...
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What’s the AASB’s view of proposed goodwill changes?
It seems the IASB’s suggested changes to the valuing and impairment of goodwill are good only in some parts...
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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?...
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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...
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What does President Joe Biden mean for tax?
Joe Biden’s campaign promises on tax could affect your cross-border clients. What are some of his proposed changes?...