News : Practice Management

Administration, Auditing, Practice Management, SMSF, Superannuation, Technology

AI already improving audit process

Artificial intelligence tools are already noticeably improving the SMSF audit process for practitioners and clients alike.

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financial advice, Financial Planning, Practice Management, Technology

Tech adoption may mean complete reset

self managed super, self managed super fund, self managed super funds, self managed superannuation, SMSF, technology, artificial intelligence, AI, financial advice, accounting, practice management, organisational reset, Smarter SMSF, Aaron Dunn

The rapid rate at which technology is advancing may lead to a forced organisational reset among accounting and advisory firms when adapting to change.

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financial advice, Financial Planning, Management, Practice Management, SMSF, Superannuation

Disability readiness a multilayered win

Accommodating client disability can strengthen both advice propositions and businesses themselves from an operational perspective.

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financial advice, Financial Planning, Practice Management, Regulation

ASIC sues Fortnum over cybersecurity

The corporate watchdog has taken legal action against an Australian financial services licence holder over alleged cybersecurity breaches.

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financial advice, Financial Planning, Management, Practice Management, SMSF, Superannuation, Technology

Advisers inactive over SMSF revenue

A large number of advisers have enjoyed an increase in SMSF client revenue, but have not introduced any specific measures to trigger this growth.

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financial advice, Investments, Management, Portfolio Construction, Practice Management

Betashares, InvestSense form new firm

A new financial services organisation has been formed out of a merger between InvestSense and the managed account business of Betashares.

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Platforms, Practice Management, SMSF, Technology

Intelliflo adds SMSF modelling tool

intelliflo office intelliflo SMSF

Advisers using the intelliflo platform will now be able to access cash-flow modelling tools to support SMSF clients.

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ASIC, Auditing, Practice Management

New service for SMSF auditors

SMSF auditors Professional review Auditors Institute

Members of The Auditors Institute will soon have a new service made available to them should they want a professional review of their practices.

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Practice Management

New business sources at practitioners’ door

business sources practitioners

Financial advisers and accountants have seven sources of new business already available to them that can be used immediately, a practice management consultant has claimed.

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Accounting, Practice Management

Pricing behaviour needs to change

Accounting client pricing

Formulating an appropriate price to charge accounting clients must be driven by what the practice feels the advice is worth and not unrelated, external factors

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