Test Dynamic Section Listing Page
Description
Test Dynamic Section Listing Page
Strap line
Filter by
Current filter
Clear filtersShowing results 16-30 of 142
-
Q&A: NZ Regulation Update – PS-2: Client Monies (2)
This Q&A answers further questions received from Members on the application of updated PS-2: Client Monies (effective 1 January 2026)...
-
Q&A: NZ Regulation Update – PS-2: Client Monies
This Q&A answers questions received from Members who attended the Sharing Knowledge session 'NZ Regulation Update – PS-2: Client Monies' on 15 May 2025. Topics include joint signatory situations and...
-
Q&A: NZ Regulation Update - Changes to the NZ Code of Ethics – Tax Planning & Related Services
This Q&A answers questions received from Members who attended the Sharing Knowledge session 'NZ Regulation Update - Changes to the NZ Code of Ethics – Tax Planning & Related Services' on 4 April 2025...
-
Tax Deductibility of Financial Advice Fees: Q&A
The document provides questions and answers on tax deductibility of financial advice fees paid by individuals who are not carrying on an investment business...
-
Tax Deductibility of Financial Advice Fees: Accountant’s brief
The document provides key point for accountants, examples and links to CA ANZ resources on tax deductibility of financial advice fees...
-
Quality management resources – Tax Agent Services Act supplement
CA ANZ has prepared a help sheet to provide guidance to members who need to update their quality management system for the new Code of Professional Conduct obligations under TASA (July 2024)...
-
Tax Deductibility of Financial Advice fees
This guide offers practical guidance for the financial advice and accounting communities to help them determine whether all or part of a financial advice fee is deductible, work out how much can be...
-
Quick reference guide: Tax Deductibility of Financial Advice Fees
This guide provides a summary of practical guidance on the deductibility of initial and ongoing financial advice fees, following the release of ATO Tax Determination TD 2024/7. Financial advisers...
-
Client records - ownership, possession, access and disclosure (N1)
Guidance to assist members in public practice in Australia on ownership and access to books and records and cloud accounting systems...
-
Cold review checklists – assurance (New Zealand)
To support assurance practitioners, we have developed checklists which can be used by the peer reviewer when performing cold reviews as required by PES 3 Quality Management for Firms that Perform...
-
Accountant’s Letter Toolkit
To assist members manage requests from lenders for client’s financial data for lender’s credit assessments, CA ANZ, CPA Australia and the IPA have jointly issued a toolkit to provide information and...
-
Suggested Reading List - Treaty of Waitangi
32% of surveyed adult New Zealanders have yet to read any version or summary of the Treaty of Waitangi, so we’ve collated a suggested reading list for CA ANZ members, including the actual Treaty texts...
-
Digital practice
Set up your practice's policies and procedures for the digital world...
-
Delivering Better Financial Outcomes Tranche one Summary note November 2024
The government’s response to the Quality of Advice Review (QAR) is the Delivering Better Financial Outcomes (DBFO) package, which will be implemented in three tranches. Tranche one is legislated...
-
Non-arm’s length income/expense rules for SMSFs- Summary note November 2024
Changes to limits of NALI that arises due to general NALE of superannuation funds since theTreasury Laws Amendment (Support for Small Business and Charities and Other Measures) Act 2024...