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Document certification guide
Guidance for Chartered Accountants on what you need to do if you are asked to certify a copy of a document, including application to NZ AML...
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How Colleen Chapman CA left number crunching for business partnering
QBE’s Colleen Chapman CA says clear communication is key for accountants to succeed at business partnering. So is trust...
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AFCA promises one-stop financial dispute resolution
The boss of the Australian Financial Complaints Authority wants financial services disputes resolved fairly, and faster...
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Why are businesses still paying too much for power?
The theory was unbundling electricity monopolies would increase competition and bring down power prices. It didn’t happen...
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Tricks and traps of advising families: an accountant’s view
People’s longer lifespans are affecting family business succession plans and estate planning. What should advisers do?...
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How CAs can avoid conflicts of interest in joint ventures with clients
Entering a joint venture with a client isn’t against CA’s ANZ Code of Ethics, but conflicts of interest can arise...
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Helping family business clients spot the potholes
Accountants advising family firms need more than technical accounting expertise to get it right. Robert Powell FCA, the 2018 Family Business Australia Accredited Adviser of the Year, shares his tips...
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How to get client terms right
Failing to set clear terms of engagement with clients can be risky for accountants. Here’s how to avoid complaints and disputes...
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Sponsorship smarts – how to get a win-win
As expectations of social responsibility change, sponsorship needs to move beyond just writing cheques towards long-term partnering, says Giddy Up founder Brian Steele...
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Client monies - Proceed with caution
Money makes the world go round, but it can land chartered accountants in hot water when the cash belongs to clients...
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Example bank letter to open a Trust Account (Australia), published by APESB
Provides an example letter to a bank to request them to open a Trust Account - Australia...
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APESB Information sheet: Professional accountants and trust accounts
Provides information to stakeholders on the requirement in Australia for an accountant in public practice to open a trust account in circumstances where they need to transact with client monies...
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Five essential factors for farm succession planning
Practical tips for accountants to guide agribusiness clients through succession planning...
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1+1 Partnerships
Martin Bailey FCA and Cameron McGregor FCA of McGregor Bailey Chartered Accountants, Auckland, first worked together in 1976...
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Prepare your business for a tax audit
Why being prepared can take the pressure off if one of your clients is audited by the Australian Tax Office...