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  1. Application for Recognition as a CA Financial Planning Specialist

    Application for Recognition as a CA Financial Planning Specialist...

    • File type: PDF
    • Size: 1 MB
  2. acuity

    SMSFs and the insure thing

    25,000 Australians a year set up a self-managed superannuation fund, but do they have the best insurance in place?...

  3. acuity

    Ditch hedge funds and go passive - Buffett

    Warren Buffett says his winning 10-year bet on a simple index proves investment returns delivered by active investment experts don’t justify their fees...

  4. FASEA’s proposed guidance on the Provisional Relevant Provider Term

    Chartered Accountants ANZ’s submission on the Financial Adviser Standards and Ethics Authority’s Proposed Guidance on the Provisional Relevant Provider Term...

    • File type: PDF
    • Size: 0.2 MB
  5. FASEA’s proposed guidance on the Professional Work & Training Requirement (Professional Year)

    Chartered Accountants ANZ’s submission on the Financial Adviser Standards and Ethics Authority’s Proposed Guidance on the Professional Work & Training Requirement (Professional Year)...

    • File type: PDF
    • Size: 0.2 MB
  6. Chartered Accountants ANZ calls for FASEA to recognise CA qualifications

    Stop, collaborate and listen: CA ANZ calls for FASEA to recognise CA qualifications to retain accountants in the financial advice industry...

  7. Submission on Consultation Paper (CP 01/19): Review of APES 230 Financial Planning Services

    CA ANZ considers that APES 230 Financial Planning Services (APES 230) must help remove the need for multiple licences, registrations, regulators and associated levies...

  8. Financial advice in focus: Banking Royal Commission and other regulatory issues

    Stay up to date with developments impacting members who practice in financial advice area...

  9. acuity

    CAs feature among Australia’s Top 100 financial advisers

    Australia’s Top 100 Financial Advisers 2020 list has been revealed, with many CAs making an appearance. We find out what qualities they possess that have seen them rise to the top...

  10. acuity

    Who should do the sums on campaign promises?

    Professional bodies don’t often call out politicians’ rubbery figures during elections, but an independent agency should...

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