Financial advisers and licensed accountants have been instructed to keep advice to issues that must be resolved before 30 June as many are being overwhelmed by the impact of the incoming super changes on their clients.

Online transactional advice solution portal for unlicensed accountants Plenty Plus has added integration with Class Super that will give users the ability to automatically determine which of their existing clients have advice needs.

Chartered Accountants Australia and New Zealand (CAANZ) has revealed it is finalising its 2017/18 practice support program for licensed and unlicensed members.

Digital investment advice provider and fund management firm Stockspot has launched a specific service aimed at helping accountants meet the financial advice needs of their clients without having to become licensed.

AccountantsIQ has reported strong interest from licensed accountants turning to its white label statement of advice (SOA) solution, in a quest to deliver quality advice quickly and efficiently ahead of the new superannuation changes commencing on 1 July.

Industry analysis has shown automated or robo-advice can add the element of service accountants require to fulfil their existing SMSF clients’ unfulfilled needs, according to a senior research house executive.

Actuaries will need to address a small number of changes in relation to issuing actuarial certificates, despite the government’s decision to keep them in place for unsegregated funds when claiming exempt current pension income (ECPI).

Accounting and financial services businesses that move to cloud-based systems can not only benefit from offshoring business efficiencies, but also nimbleness when it comes to staff.

Accountants should consider using surveys more often as a method of attracting new SMSF business to their practice, a specialist business consultant has said.