Latest news & releases
Regulatory & compliance
Accountants Daily | 2 May 2019
A combination of escalating costs of ASIC’s industry funding model and new education standards will force accountants to pass on costs or leave the financial advice space, argues CA ANZ…
AFCA is open for business – licensees need to act by 30 November or late fees will apply
AccountantsIQ | 19th November 2018
If your firm has an AFS Licence it must do two things…
Accountants with a limited licence need to be on the financial adviser register by 31 December 2018
SMS Magazine | 27th November 2018
The impending Financial Adviser Standards and Ethics Authority (FASEA) deadline has caused confusion among accountants with a limited licence, mainly that they will need to be on the adviser register.
ASIC releases new guidance and information sheets to help limited AFSL holders and representatives understand their key obligations
ASIC | 22 November 2017
Professional Planner | 1 July 2019
Chartered Accountants ANZ | 26 April 2019
Through our work at Chartered Accountants ANZ, AccountantsIQ recently had the opportunity to provide comments to ASIC on its industry funding model for 2018-2019 – specifically, the impact on financial advisers and limited licensees.
Are you on the FAR? Are those who want to provide advice next year on the FAR
AccountantsIQ | 29th November 2018
- If not, and studies have been done – get on it.
- If not and studies haven’t been done – get them to do it quickly and then get on it.
AccountantsIQ | 7 May 2018
AccountantsIQ | March 28th, 2018
ASIC has today published its estimates of what regulated entities will pay under the industry funding scheme.
AccountantsIQ | 5th March 2018
New ASIC Industry Funding Levy – do you need to take action? | 22nd August 2018
FASEA and SMSFs – What the incoming standards mean for SMSF advisers and what you need to do NOW
Grant Abbott of I Love SMSF and SMSF Training Group and Bronny Speed of Accountants IQ and Financial Advice Leader for Chartered Accountants ANZ discuss the impact of the new FASEA standards including:
- How to get on the FAR by 31 December 2018
- New FASEA mentoring standards
- New FASEA CPD regime
Are your CPD policy & adviser CPD plans in place?
AccountantsIQ | 15 March 2019
CA ANZ working on reducing FASEA’s study requirements for CA members who provide licensed advice
Accountants Daily | 31st December 2018
The federal government’s standards authority for the incoming education changes has named some courses that will be considered approved, and Chartered Accountants Australia and New Zealand is working on slashing the further study needed for CA members under the new education requirements.
Not all advisers have the same ‘qualifications’ so why make accountants study for study’s sake?
AccountantsIQ | 2nd November 2018
Chartered Accountants (CAs) and Certified Practising Accountants (CPAs) have already met most of the elements of FASEA’s proposed reforms so why make them complete further study?
Acuity Magazine | 23rd April 2018
CA ANZ backs latest round of education changes
Accountants Daily | 26th November 2018
Chartered Accountants Australia and New Zealand have welcomed the legislative guidance put forward by the Financial Adviser Standards and Ethics Authority, citing a similar assessment to its CA Program.
Not all advisers have the same ‘qualifications’ so why make accountants study for study’s sake? CA ANZ urges rethink on ‘study for study’s sake
Accountants Daily | 6th November 2018
Chartered Accountants (CAs) and Certified Practising Accountants (CPAs) have already met most of the elements of FASEA’s proposed With accountants already meeting the requirements of the proposed FASEA standards with the exception of the exam, one of the major accounting bodies has urged FASEA against enforcing further study on accountants.
FASEA is now the law – do you know what this means for you?
Chartered Accountants ANZ | 15 March 2019
CA ANZ pleased with FASEA requirements
SMS Magazine | 26th November 2018
Chartered Accountants Australia and New Zealand (CAANZ) today welcomed the release of the Financial Adviser Standards and Ethics Authority’s (FASEA) draft legislation for five out of the seven standards.
ifa | 24th September 2018
An accounting body has urged the Financial Adviser Standards and Ethics Authority to recognise its qualifications in a push for its territory in financial advice. Chartered Accountants Australia and New Zealand (CA ANZ) said FASEA’s reforms are in line with the current professional standards that its members already meet.
What do FASEA’s proposed education reforms really mean for accountants who provide financial advice?
AccountantsIQ | 6th June 2018
What do the proposed reforms mean for accountants? AccountantsIQ explains…
Acuity Magazine | 7th June 2018
Industry news & analysis
IFA | 4th July 2018
SMS Magazine | 18th July 2018
SMS Magazine | 3rd July 2018
New program to help licensees, new entrants & existing advisers meet FASEA’s requirements
SMS Magazine | 15th February 2019
SMSF Adviser Magazine | 14th June 2018
Accountants and advisers are unlikely to escape paying thousands to comply with incoming mandatory education requirements even if they are only providing limited SMSF services, prompting serious concerns the current guidance is not fit for purpose.
SMSF Adviser Magazine | 15th June 2018
Consultants to accountants and advisers are finding their clients are increasingly considering exiting SMSF advice, on the basis they will have to spend thousands to complete training they’ve already done…
CA ANZ optimistic after latest round of FASEA guidance
SMSF Adviser | 26th November 2018
Chartered Accountants Australia and New Zealand is confident that at the subject level, its program will be sufficient in satisfying the relevant degree category in the guidance published by FASEA.
Stop, collaborate and listen: CA ANZ calls for FASEA to recognise CA qualifications to retain accountants in the financial advice industry
CA ANZ National SMSF Conference – Media Release | 19th September 2018
Professional advisers meet most FASEA elements.
SMS Magazine | 5th November 2018
Chartered accountants (CA) and certified practising accountants (CPA) have already met most of the elements of the proposed education reforms and therefore should not be compelled to study further, AccountantsIQ has argued.
Events & training
SMSF Strategy, Systems & Bloodline Planning Roadshow 2019
AccountantsIQ | 4 February 2018
Join us for this half day intensive learning event and hear from Bronny Speed on how you and your business will be impacted by the new FASEA standards. Grant Abbott, CEO & Founder of I Love SMSF and LightYear Docs, will also share his top five SMSF strategies for 2019 and predictions on where the SMSF advice industry is going. This is your chance to be in the know!
The financial advice furnace – don’t get burnt!
Sydney – 17 October 2018 | Adelaide – 24 October 2018
These training days are a must for accountants who hold or operate under an AFSL. Join us as we dive into the flaming furnace that is financial advice and show you how you can avoid getting burnt and prosper in these challenging times…