The major issues for SMSF professionals in the Quality of Advice Review

SMSF Adviser Podcast | 9 February 2022

Hosts Aaron and Miranda are joined by Bronny Speed, financial advice leader, Chartered Accountants ANZ; Tracey Scotchbrook, policy manager at the SMSF Association; Bryan Ashenden, head of financial literacy and advocacy, BT Financial Group, and Michael Davison, senior manager, advocacy and retirement policy, CPA Australia…

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New FASEA course for accountants

Self Managed Super Magazine | 1 June 2021

Accountants will be able to brush up on unfamiliar course material in preparation for the Financial Adviser Standards and Ethics Authority (FASEA) exam with the guidance of a qualified accountant and adviser.  Cram 4 Exam, operated by AccountantsIQ founding director Bronny Speed, will start offering courses next week pitched specifically at accountants and stockbrokers with…

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Canning of FASEA to bring new prominence to ASIC

SMSF Adviser | 10 December 2020

With the government deciding to wind up FASEA and place ASIC in charge of “steering the future of financial advice”, the SMSF and accounting bodies are hopeful this will reduce the regulatory burden with advice and any unnecessary complexity.

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Keeping Accountants Giving Advice - Webinar

AccountantsIQ | August 2020

The August 2020 AccountantsIQ webinar provided an update on the current landscape and important next steps, including:

  • How can we keep accountants giving financial advice?
  • What have we done in advocacy and where to from here with limited licensing and the accountants’ exemption?
  • What – 5 achievements in 5 months will help you with your business?
  • How – we are working for change to limited licensing/the accountants’ exemption?
  • Who – will be impacted?
  • Why – is knowing what’s going on so important?

FASEA CPD certificates were emailed to attendees. Keep an eye out for future AccountantsIQ webinars and events.

FASEA plans need not change in light of extensions

SMS Magazine | 18 September 2019

Advisers cautioned against relying too heavily on the extension to FASEA deadlines

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Cram 4 Exam: FASEA exam preparation program

Join our mailing list to keep in the loop on our program
Register now to receive updates from Cram 4 Exam on the FASEA exam and how we can help you prepare for it…

Find out more & join the list now!

ASIC Industry Funding: Bronny Speed speaks to Professional Planner

Professional Planner  | 1 July 2019

Bronny Speed, in her capacity as Financial Advice Leader at CA ANZ has spoken to about our continued efforts to have ASIC to understand that advisers who have limited licenses often only have a small portion of their business related to licensing activities…

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Technology is boosting financial literacy

Australian Financial Review  | 27 June 2019

Technology will need to play a bigger role in boosting the financial literacy of Australians as a large number of financial planners leave the profession, says Bronny Speed, Financial Advice Leader at CA ANZ…

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Approved courses named by FASEA; CA ANZ takes next step in recognition lobby

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.

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Those in advice not registered with ASIC by 31st December 2018 - Look out!

Are you on the FAR? Are those who want to provide advice next year on the FAR
AccountantsIQ | 29th November 2018

  1. If not, and studies have been done – get on it.
  2. If not and studies haven’t been done – get them to do it quickly and then get on it.

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CA ANZ pleased with FASEA requirements

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.

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CA ANZ optimistic after latest round of FASEA guidance

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.

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CA ANZ backs latest round of education changes

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.

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AccountantsIQ Training Days 2018

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…


Accountants continue battle for advice space

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.


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

At its national SMSF conference, Chartered Accountants Australia and New Zealand (CA ANZ) urged the Financial Adviser Standards and Ethics Authority (FASEA) to recognise the hard-earned qualifications of Chartered Accountants to retain them in the financial advice industry.

AccountantsIQ's Guide to ASIC Industry Funding

New ASIC Industry Funding Levy – do you need to take action? | 22nd August 2018

ASIC has sent letters to every regulated company’s office address with  instructions to complete their business activity metrics through the new online regulatory portal by September 27th, 2018. In our new guide we outline what you need to do and provide useful resources to help…

AccountantsIQ's submission to FASEA

AccountantsIQ | 29th June 2018

AccountantsIQ advocated on behalf of licensed accountants and made a range of recommendations to FASEA on its proposed education pathways…

SMSF advisers, accountants up for thousands with new rules

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.

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Hey FASEA! How about considering this?!!!

AccountantsIQ | 20th April 2018

What do you think about FASEA's proposed education guidelines? Have your say!

FASEA on the right track..... with a few steps yet to go!

AccountantsIQ | 20th March 2018

AccountantsIQ welcomes today’s news from FASEA that a ‘related degree’ now includes accounting…

Speed up next FASEA Release!

AccountantsIQ | 12th February 2018

AccountantsIQ is eagerly awaiting the release of FASEA’s Consultation Framework seeking stakeholder views on the practical application of its proposed guidance for adviser qualifications. In this article we examine key concerns for accountants practising in the advice space and highlight what happens next. 

ASIC updates licensing guidance for tax & BAS agents

AccountantsIQ | 7 May 2018

ASIC has updated its guidance for accountants providing SMSF services to cover the licensing exemption for tax and BAS agents…

Exam preparation courses boost pass rate

Self Managed Super Magazine | 15 September 2021

The Cram 4 Exam program, offered via AccountantsIQ and led by Bronny Speed, has resulted in advisers taking the course scoring an average pass rate of 75 per cent, higher than the industry average success rate of 60 per cent…

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FASEA not the final battle

Money Management | 11 December 2020

The removal of the Financial Adviser Standards and Ethics Authority (FASEA) has been universally welcomed by the industry, but all agree this is not the final battle.

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Reduction in regulatory complexity sought for accountants in advice

AccountantsIQ | June 2020

Through our work with Chartered Accountants ANZ and with other member associations, we are driving for simplification of the regulatory environment off the back of COVID-19 via a submission to the NCCC.  We aim to see costs of advice reduced so that more Australians can access affordable, high quality financial advice through a professional adviser.

Chartered Accountants ANZ, CPA Australia and the IPA have come together on behalf of the accounting profession and in the public interest to review the frameworks that regulate how financial and tax advice is provided in Australia.

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Advocating for a better regulatory framework

Chartered Accountants ANZ | 1 November 2019

Chartered Accountants ANZ, CPA Australia and the IPA have come together on behalf of the accounting profession and in the public interest to review the frameworks that regulate how financial and tax advice is provided in Australia.

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Enrolments open for FASEA exam preparation program

SMS Magazine | 4 September 2019

Cram 4 Exam has opened enrolments for its first Financial Adviser Standards and Ethics Authority (FASEA) exam preparation program due to commence in October.

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Accountants to be recognised by FASEA

IFA  | 19 July 2019

FASEA has announced that the accounting qualifications will partially recognised as prior learning after lobbying from the accounting bodies…

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FASEA is now the law - do you know what this means for you?

FASEA is now the law – do you know what this means for you?
Chartered Accountants ANZ  | 15 March 2019

What CA’s need to know about FASEA…

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Webinar replay: The diabolical SMSF advice changes post 31 December

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

Watch the replay

Limited licensees urged to register

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.

CA ANZ urges rethink on FASEA’s ‘study for study’s sake’

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.

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Professional advisers meet most FASEA elements

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.

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FASEA: Comparing apples with apples?

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?

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FASEA under fire for not providing course notes

SMS Magazine | 18th July 2018

AccountantsIQ has admonished the Financial Adviser Standards and Ethics Authority (FASEA) over its intention not to provide preparation materials for the financial adviser examination, arguing this defies the purpose of the exam.

FASEA must expand ‘limited’ course list: AccountantsIQ

IFA | 4th July 2018

SMSF support services firm AccountantsIQ has urged FASEA to expand the scope of providers and courses included in its approved education pathways list.

Did you vote in AccountantsIQ's poll on FASEA?

AccountantsIQ | 29th June 2018

The results are in and they were overwhelming!

Financial advice standards: the next hurdle

Acuity Magazine | 7th June 2018

Proposed new educational standards for financial advisers risk forcing some older advisers out of the industry. This article provides insight into the issue from Chartered Accountants ANZ, educators and CAs including AccountantsIQ’s Bronny Speed…

'A slap in the face': Big backlash to more mandatory training continues

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…

Industry Funding Update: ASIC publishes indicative levies

AccountantsIQ | March 28th, 2018

ASIC has today published its estimates of what regulated entities will pay under the industry funding scheme.

AccountantsIQ weighs in on FASEA proposed education guidelines

Acuity Magazine | 23rd April 2018

Chartered Accountants are concerned that the proposed education standards will not give appropriate recognition to their qualifications, experience, and ethical standards. In this article, AccountantsIQ’s Bronny Speed weighs in on the issue…

Gearing up for the Rolex Sydney Hobart

Offshore Yachting Magazine | November 2017

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White label SoA service gains traction

SMS Magazine | Krystine Lumanta | 10 April 2017

AccountantsIQ has reported strong interest from licensed accountants turning to its white label statement of advice (SoA) solution, in a quest to deliver quality advice quickly … 

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‘Monster levy’: Accounting bodies slam ASIC fee hike

Accountants Daily | 8 March 2021

Australia’s largest accounting bodies have condemned ASIC’s latest industry funding levy hike which could see accountants offering financial advice forced out of the space.

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Industry veterans unite for FASEA exam prep program

Money Management | 8 July 2019

A group of financial advice industry experts have teamed up to create Cram 4 Exam – an intensive Financial Adviser Standards and Ethics Authority (FASEA) exam preparation program.

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One on one with... Bronny Speed

SMS Magazine | June 2019

Bronny Speed was profiled recently by SMS Magazine. In the article, she discusses her work with advisers, the limited licensing regime and the impact of FASEA on the industry…

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CA ANZ slams ASIC's industry funding model

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…

Need training to get authorised and onto the FAR?

Everything you need to know
AccountantsIQ | 29th November 2018

Details of RG 146 training and what you need to do…

Notifying ASIC of AFCA membership: Deadline 30 November 2018

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…


FASEA bridging course should be practical

SMS Magazine | 3rd July 2018

AccountantsIQ has called on the Financial Adviser Standards and Ethics Authority (FASEA) to make its one-unit bridging course for accountants relevant and practical if it does not exempt accountants from further study to meet new education and professional standards.

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…

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Accountants' 'extensive' knowledge brushed over in new laws

Accountants Daily | 21st March 2018

Mandatory new education requirements for accountants providing advice have been slammed for dismissing accountants’ years of training and making limited distinction between accountants and financial planners.

CA ANZ moves to boost advice services

Accountants Daily | 27 November 2017

Chartered Accountants Australia and New Zealand (CA ANZ) has appointed Bronny Speed & Andrea Manson of AccountantsIQ to the role of Senior Policy Adviser, Financial Advisory Services. The appointment underscores CA ANZ’s commitment to supporting members who provide financial advice…

Preparing quality, compliant SMSF advice quickly & efficiently

Chartered Accountants Australia New Zealand Education Store | 5 October 2017

This webinar for CA members, presented by Bronny Speed of AccountantsIQ provides a guide to accountants who recently obtained an Australian Financial Services License (AFSL) and started operating in the license regime…

Video: Accountants in a new era

Money Management magazine interviews Bronny Speed about how AccountantsIQ is helping accountants to provide SMSF advice under their own new financial services licences (AFSLs).

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ATO extends major SMSF deadline

SMSF Adviser | 19 January 2018

The tax office has now locked in an extended due date for lodgement of 2016-17 SMSF annual returns…

Tailoring, updates vital to SoA compliance

Self Managed Super Magazine | Krystine Lumanta | 12 July 2017

Accountants using white-label statement of advice (SoA) services must ensure their templates are specifically tailored to each client, as well as kept up to date with the ongoing changes to the super reforms, in order to meet Australian Securities and Investments Commission standards…

Data breach notification scheme - are you prepared?

AccountantsIQ | 5th March 2018

On 22nd February 2018, an amendment to the Privacy Act known as the Privacy Amendment (Notifiable Data Breaches) Bill came into effect. Failure to comply with the amendment can result in significant fines…

Licensed accountants deliver quality advice quickly

Professional Planner | Cut + Paste | 7 April 2017

With a number of accountants having only recently received their Limited AFSLs, coupled with it being a crucial time as they try to implement and cater for the super reforms …

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ASIC releases new guidance and information sheets to help limited AFSL holders and representatives understand their key obligations

ASIC |  22 November 2017

Tailored specifically for limited AFSL holders and their representatives, the information draws on the most relevant information from existing ASIC guidance. It explains who is a limited AFS licensee and a representative of a limited AFS licensee, conduct and disclosure obligations and what limited AFS licensees need to do on an ongoing basis…

Levies for ASIC industry funding coming your way

ClearLaw Bulletin | December 2017

This article by AccountantsIQ Founding Director, Bronny Speed, highlights some areas of concern for advisers with an AFSL – limited or full, particularly in relation to those who run highly compliant, low-risk advice businesses.