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Perth partners share a passion for giving
With a surname so appropriate for his profession, Ross Ledger FCA has pursued accounting for more than six decades. He is the perfect foil for business partner Vivian Wang CA...
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Five steps to pricing accounting services
Pricing accounting services can be tricky. Here are some ways to help you tailor pricing decisions to clients and the business context...
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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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Professional indemnity insurance policies for small practices
Compares information about professional indemnity insurance (PII) premiums in Australia for a range of PII policies suitable for small practitioners...
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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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Regulations and guidance for AML/CFT in New Zealand
Summary of the regulations and guidance relating to AML/CFT in New Zealand...
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How small practices can shine
From networking to new technology, the World Congress of Accountants 2018 in Sydney has much to offer to small firms that think big...
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How to develop an AML/CFT programme under the NZ AML/CFT Act
Guidance on how to develop an AML/CFT programme under the NZ Anti-Money Laundering and Countering Financing of Terrorism Act, including an illustrative risk programme...
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How to perform an audit under the NZ AML/CFT Act
Guidance on how to perform an audit under the NZ Anti-Money Laundering and Countering Financing of Terrorism Act, including an illustrative engagement letter, representation letter and unmodified...
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How to conduct customer due diligence under the NZ AML/CFT Act
Guidance on when and how to conduct customer due diligence under the NZ Anti-Money Laundering and Countering Financing of Terrorism Act...
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How to produce a risk assessment under the NZ AML/CFT Act
Guidance on how to produce a risk assessment under the NZ Anti-Money Laundering and Countering Financing of Terrorism Act, including an illustrative risk assessment for a fictional accounting practice...
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NZ AML/CFT Amendment Act 2017 Information Sheet
Summary of the impact of the New Zealand AML/CFT Amendment Act on accountants...
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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...
