A convoluted, excessively layered regulatory framework is preventing accountants from being able to replace waves of financial advisers leaving the industry according to Keddie Waller, financial planning policy adviser for CPA Australia.
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On day 1 of Xerocon 2019 I was joined by the new Head of Partnerships at BGL – Adriana Cavallo.
Adriana has been at BGL for a number of years, and has been in a number of roles including Support, Client Success, Product Management and now Head of Partnerships.
Man in the arena quote – http://www.worldfuturefund.org/Documents/maninarena.htm
Audible – https://www.audible.com.au/
Boredom and “bad days” are among the biggest savings roadblocks for Australians, along with social media influencers, peer pressure from friends, and “buy now, pay later” services, according to new research by MyState Bank.
Soft skills could be more important than your technical skills when it comes to landing your next accounting gig, say industry experts.
To answer the security question and help clients feel comfortable with online working, you’ve got to make the security aspects very clear, and place real emphasis on how the protection of client data is a priority not just for you but also for cloud providers as well.
Your accountant might soon be able to dish out financial advice, if proposed reforms to licensing from the Institute of Public Accountants (IPA) are accepted.
While in the past, the accountant was working up to 80 hours a week, he now concedes that “working harder is not always the smartest… you don’t need to give up your entire life to make a business happen and [be] successful”.
All accountants should mark Mental Health Month in their calendar. Accounting expert Coco Hou explains why.
Jeevan Tokhi is joined by Shelley Banton, Head of Technical at ASF Audits.
ASF Audits is a leading independent SMSF Auditor with a team of highly skilled and specialised SMSF auditors.
ASF Audits has over 20 years’ experience working with large administrators, mid-tier to small accounting firms, and financial advisers.
In recent weeks the ATO has sent a mail out to around 18,000 SMSFs and their auditors where the ATO believes the SMSF investment strategies may not meet the diversification requirements under the SIS Act.
Jeevan and Shelley sit down and discuss what this means for SMSF Trustees and Auditors.
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Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.
It’s not so long ago that we had to personally engage with customers to communicate, either via phone or face-to-face. Writing a letter was the last resort, it had to be delivered by the post.
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