APES 230 updates

On 1 July 2014 APES 230 – Financial Planning Services (APES 230) will become effective.

APES 230 sets the standard for Members in the provision of quality and ethical Financial Planning Services. The standard details both the professional and ethical requirements for professional accountants who provide financial planning and credit advice

While APES 230 is in many respects an extension of the existing standard APS 12 Statement of Financial Advisory Services, it does set a new benchmark outlining the professional and ethical requirements for the provision of financial planning and credit advice.

A member of Institute of Chartered Accountants Australia (or CPA Australia or) providing a Financial Planning Service is required to comply with the new standard. 

An overview of the key elements of APES 230 is available here.

Current issues

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