BGLCorp, Author at BGL Corporate Solutions Pty Ltd

Shelley Banton, ASF Audits

By BGLCorpPodcastNo Comments

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.

September 24, 2019

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Why You Need To Get Back To The Essentials To Keep Customers

By BGLCorpCulture, Homepage, In the Media, IndustryNo Comments

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.

September 24, 2019

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Fix advice with simpler SOA’s: Software Provider

By BGLCorpHomepage, In the Media, IndustryNo Comments

The government and regulator should consider simplifying the production of SOAs and creating a separate SMSF adviser profession with its own compliance requirements, according to an advice software provider.

September 23, 2019

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Accountants need not join financial planners education arms race, Treasury told

By BGLCorpHomepage, In the Media, IndustryNo Comments

The accounting profession does not have to follow in the footsteps of the financial services industry and raise minimum education requirements, Treasury has been told.

September 20, 2019

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Exemption return a start to fix SMSF advice

By BGLCorpHomepage, In the Media, IndustryNo Comments

The return of the accountants exemption is the first step to fixing the broken SMSF advice process, while the government and regulators should also consider simplifying the production of SOAs and creating a separate SMSF adviser profession with its own compliance requirements, according to BGL.

September 19, 2019

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‘They haven’t asked members’: Accountants’ exemption debate heats up

By BGLCorpHomepage, In the Media, IndustryOne Comment

A software boss has voiced his frustration with the accountants’ exemption debate, arguing that two professional associations have failed to back members’ sentiments.

September 19, 2019

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Can accounting change to keep a seat at the table?

By BGLCorpHomepage, In the Media, Industry, TechnologyNo Comments

Digital transformation strategy has been top of mind of late for most organisations. As seemingly endless waves of new technologies change consumption habits, organisations have been forced to rethink their purpose and pivot accordingly or be left in the dust (remember Blockbuster?).

September 19, 2019

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New push to reinstate Accountant’s Exemption

By BGLCorpHomepage, In the Media, IndustryNo Comments

A new push has emerged for the reinstatement of the Accountants’ Exemption with some people suggesting accountants are being let down by the major accounting groups.

September 18, 2019

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How to be more conscious and mindful (at work and at home)

By BGLCorpHomepage, In the Media, WellnessNo Comments

Research has shown that mindfulness in the workplace reduces stress, makes people better leaders, aids concentration and enables greater self-awareness.

September 18, 2019

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Paul Murray from AccountKit

By BGLCorpPodcastNo Comments

On day one of Xercon 2019, I was joined by Paul Murray from AccountKit.

Paul is the Co-Founder of AccountKit and also Murray Business Solutions. Paul is an accountant, he is also the son of an accountant and Paul is married to an accountant. However, it hasn’t always been Accounting for Paul as he spent 8 years building video games.

Follow us on Twitter @BGLDot

Follow Paul @AccountKit_Paul

September 17, 2019

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BGLCorp

Shelley Banton, ASF Audits

Why You Need To Get Back To The Essentials To Keep Customers

Fix advice with simpler SOA’s: Software Provider

Accountants need not join financial planners education arms race, Treasury told

Exemption return a start to fix SMSF advice

‘They haven’t asked members’: Accountants’ exemption debate heats up

Can accounting change to keep a seat at the table?

New push to reinstate Accountant’s Exemption

How to be more conscious and mindful (at work and at home)

Paul Murray from AccountKit

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