Financial services

Stay informed on developments in respect of financial advice in Australia and financial services in New Zealand.

We are leading voices in Australia and New Zealand on financial services and advice law and policy. With teams in Australia and New Zealand, we work closely with our respective governments, regulators, industry groups and other stakeholders. 

We also provide information to help you keep up to date with the latest regulatory and policy issues, regulator updates and advocacy.  Opt-in to receive our Super and Financial Advice News in Australia and Tax News in New Zealand to keep up to date.

Financial advice in Australia

Stay tuned on regulatory reforms in licensing, adviser education standards and other key areas such as Delivering Better Financial Outcomes (DBFO) and Wholesale client regime.

Read moreAbout Financial advice in Australia

Financial services in New Zealand

Information for members who provide financial advice or sign eligible investor certificates, including licensing obligations, the Qualified Statutory Accountant exemption, and updates on financial services law and advocacy.

Read moreAbout Financial services in New Zealand

Super and Financial Advice News AU

Updates delivered directly to your inbox with our weekly member only Newsletter. Find links to important legislative updates, Australian Financial Complaints Authority determinations and Financial Services and Credit Panel Outcomes.

Register via My CAAbout Super and Financial Advice News AU

Tax News NZ

Tax News NZ is our monthly update featuring technical insights, expert commentary from the CA ANZ Tax Team in New Zealand, helpful resources, and training opportunities, covering key developments in tax and financial services.

Register via My CAAbout Tax News NZ

Financial Planning and Advice specialisation

Assistance with building your reputation and growing your network in financial advisory services in Australia.

Learn moreAbout Financial Planning and Advice specialisation