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User video – How to order an SoA from A.S.A.P.

Click here to watch our brand new video on how to order a Statement of Advice from A.S.A.P. We’ve just been granted a patent for this ground breaking technology.  Our online advice scoping tool makes it safe for unlicensed accountants to refer their clients to...

ASIC committed to encourage digital innovation

ASIC MEDIA RELEASE. ASIC has today released guidance on providing digital financial product advice, saying “We think that digital advice has the potential to offer an attractive, convenient and low-cost advice service to retail clients who may not otherwise seek...

I missed the 30 June deadline, what are my options now?

CHARTERED ACCOUNTANTS AUSTRALIA & NEW ZEALAND I missed the 30 June deadline, what are my options now? In summary while there are 4 options, realistically there are 3 options available to consider {as the grace period for the experience requirement on option 3 has...