Lee White CEO

Lee White

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22 Dec 2014 @ 1:07 | Lee White

A message from Lee White

                2014 has been an exciting year. I want to thank you for supporting us to drive the change you voted for. We...

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1 Sep 2014 @ 5:08 | Lee White

Financial literacy makes dollars and sense

Having the knowledge to manage your own money and finances is one of the most important skills you can learn and apply every ...

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1 Aug 2014 @ 12:09 | Lee White

Stand out from the graduate crowd

Chartered Accountants Australia and New Zealand is giving university students an exciting opportunity to gain work experience...

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21 Jul 2014 @ 2:46 | Lee White

New capping liability scheme

The recent approval by the Professional Standards Council of our five year limitation of liability scheme provides much-neede...

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1 Jul 2014 @ 11:04 | Lee White

A brand new start: Chartered Accountants Australia and New Zealand

Welcome to Chartered Accountants Australia and New Zealand, the beginning of an exciting new chapter for the profession. Toda...

Taxing issues

Michael Croker

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23 Aug 2015 @ 11:08 | Michael Croker

Shall we all go a naming and a shaming?

This Blog is about Australia’s domestic tax transparency legislation and the Coalition’s Bill which, if passed, would relieve...

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17 Aug 2015 @ 2:27 | Michael Croker

Is myTax myData?

The latest CA ANZ submission on draft legislation to implement enhanced tax data reporting makes a number of introductory com...

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3 Aug 2015 @ 12:53 | Michael Croker

Tax wise, I'm OK and You’re OK. The ATO starts issuing OK letters to some taxpayers

Chartered Accountants ANZ has recently been working with ATO officials on the wording of so-called “ÖK letters” which the ATO...

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27 Jul 2015 @ 1:38 | Michael Croker

Inspector-General of Taxation report on ATO services to tax practitioners highlights crucial role agents play in our tax system

The latest report by the Inspector-General of Taxation, Ali Noroozi – on the topic of the ATO’s services and support for tax ...

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13 Jul 2015 @ 2:22 | Michael Croker

It’s back: the Very Big Tax Data collection plan lacking a national strategy and a clear role for tax advisers

Two learnings this week: time passes quickly in the world of tax, and tax policy makers are patient.Can you remember the 2013...

Getting to the heart of members

Simon Grant

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22 Apr 2013 @ 3:52 | Simon Grant


Are you an inner or an outer, or just someone trying to keep all the balls in the air while managing a smile and trying to ha...

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24 Mar 2013 @ 11:27 | Simon Grant

Looking out for number one

Welcome to the first instalment of my monthly blog, Getting to the Heart of Members. As the general manager of members, my re...


Liz Stamford

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13 Aug 2015 @ 3:57 | Liz Stamford

Focus on financial statement disclosures

Do you often find yourself leaving disclosures until the end of the audit?  Well it appears you’re not alone. Auditing financ...

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16 Jul 2015 @ 2:35 | Liz Stamford

Reporting on supplementary matters

Being an auditor, do you ever get asked by your clients to report on supplementary matters without articulation of the engage...

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18 Jun 2015 @ 2:08 | Liz Stamford

Reform is on the way – is it sensible?

The Insolvency Law Reform Bill (ILRB) is likely to hit the Australian Parliament later this year. This Bill has had a long ge...

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21 May 2015 @ 3:03 | Liz Stamford

What is so special about June 30?

We have been doing work recently on the confusion of requirements for reporting and auditing set out in federal and state leg...

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23 Apr 2015 @ 6:44 | Liz Stamford

Revolutionising reporting, why care?

I know there is some apprehension about the new and revised Auditor Reporting standards that are due to be exposed for commen...


Michael Fraser

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30 Jul 2015 @ 1:23 | Michael Fraser

Are Australia and New Zealand Corrupt?

Given that sport and values of fair play form a large part of our national identity, the recent FIFA allegations have made us...

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1 Jul 2015 @ 1:42 | Michael Fraser

Happy (Accounting) New Year

One minute you’re feasting on Easter eggs and dreaming about your winter holiday and the next thing you know, it’s the end of...

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3 Jun 2015 @ 3:25 | Michael Fraser

Noise, numbers and cut-through

In the last six months I have talked a lot about the culture of disclosure-overload. With so much noise and distraction in fi...

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7 May 2015 @ 1:54 | Michael Fraser

How can CA’s help make the move from big data to big information?

Last month I raised the issue about ensuring big data leads to quality big information by managing the data appropriately and...

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9 Apr 2015 @ 12:58 | Michael Fraser

Is digital disruption the saviour for disclosure overload issues?

The irony of the disclosure overload debate is that it is in itself a crowded space. It is also an oversimplified and poorly ...

Financial advisory services

Hugh Elvy blog

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26 Aug 2015 @ 3:03 | Hugh Elvy

How do we ensure there is greater access to affordable financial advice?

It is a generally accepted premise that the provision of quality financial advice is of value to all individuals to varying d...

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27 Jul 2015 @ 1:14 | Hugh Elvy

Trust and confidence: Ethics or more rules?

As we all know the financial services industry both here and globally continues to go through ongoing regulatory reviews and ...

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24 Jun 2015 @ 11:28 | Hugh Elvy

Ongoing change – greater need for more and better financial advice (for longer)

In the last few weeks a couple of issues have been debated and discussed that reiterate why it is critical that we get the de...

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27 May 2015 @ 11:14 | Hugh Elvy

Professional and professionalism – another light globe moment

Currently in the financial services industry, there is a word or 2 that is getting used a lot, they are professional and prof...

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26 Feb 2015 @ 2:46 | Hugh Elvy

The time is always right to do what is right.

2015 has well and truly commenced and many of us are wading through a range of consultations and recommendations from the Par...

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16 Dec 2014 @ 10:15 | Hugh Elvy

FSI report: consumer imbalance, culture and leadership – more than just regulation

The Financial Systems Inquiry (FSI) report contained a range of recommendations that included reducing super fees, banning SM...

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27 Nov 2014 @ 12:27 | Hugh Elvy

To be or not to be (licensed) that is the (immediate) question

The removal of the accountants’ exemption and the new limited licensing framework is a significant business decision for prof...

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30 Oct 2014 @ 2:54 | Hugh Elvy

A Register of Financial Advisers. Let’s make sure consumers want to use it

As part of the Government’s response to the Senate inquiry into the performance of ASIC, Minister for Finance, Senator Corman...

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3 Sep 2014 @ 2:46 | Hugh Elvy

We don’t plan to fail but we do fail to plan

Unfortunately when it comes to money and finances, if there is one thing many people are terrific at, it is failing to plan. ...

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28 Aug 2014 @ 7:11 | Hugh Elvy

Heading in the right direction, don't stop now

It’s interesting that we are now full steam ahead to raising education requirements for those providing financial advice. The...


Liz Westover

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20 Aug 2015 @ 10:35 | Liz Westover

Super Guarantee compliance

Employer’s compliance with their super guarantee obligations has been on my radar for some time.   While I appreciate the com...

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9 Jul 2015 @ 2:36 | Liz Westover

Clients with dementia

This week I attended the 23rd Colloquium of Superannuation Researchers, hosted by the University of NSW and CEPAR.   There is...

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25 Jun 2015 @ 12:26 | Liz Westover

Don’t let statistics get in the way

Statistics are useful – there is no doubt about that.  As a Chartered Accountant, I love numbers and I find facts and figures...

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27 May 2015 @ 11:25 | Liz Westover

Limited Licensing - stop the noise!

It is with interest and some frustration that I have been watching the commentary from various parties about how they think a...

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15 Apr 2015 @ 5:36 | Liz Westover

Getting it right – taxation in superannuation

The recent release of ‘Re-think’, the Federal Government’s tax discussion paper (or tax white paper as most people are referr...

Business policy & sustainability

Karen McWilliams

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26 Aug 2015 @ 11:43 | Karen McWilliams

Does climate change pose a risk to financial system stability?

‘Does climate change pose a risk to financial system stability?’ is the question posed by a recent discussion paper from the ...

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11 Mar 2015 @ 12:31 | Karen McWilliams

The UN Sustainable Development Goals you’ve probably never heard of!

2015 is a big year for the United Nations. In September, the UN member nations will adopt the Sustainable Development Goals (...

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24 Feb 2015 @ 4:50 | Karen McWilliams

What does risk have to do with it?

We recently released our latest publication in our future[inc] thought leadership series: Risk-wise and a fair go? A plan for...

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17 Dec 2014 @ 1:20 | Karen McWilliams

Celebrating 10 years of Accounting for Sustainability

A decade ago, HRH The Prince of Wales identified the critical role accountants and the finance community could play in drivin...

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8 Dec 2014 @ 4:11 | Karen McWilliams

Risk-wise and a fair go? How does our nation measure up?

Last week we released the latest piece in the future[inc] thought leadership series, Risk-wise and a fair go? A plan for Aust...

Practice management

Paul Meredith

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2 Jun 2014 @ 11:05 | Paul Meredith

Be alert to ethical challenges on social media

Accountants' use of social media is increasing. A recent survey of UK accountants showed three out of four accountants now us...

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4 Feb 2014 @ 10:53 | Paul Meredith

Can a CA witness a statutory declaration?

In an ideal world, questions like whether a CA can witness a stat dec would have a simple Yes or No answer. It will come as n...

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4 Feb 2014 @ 10:24 | Paul Meredith

How to witness a statutory declaration

Now that we've established whether a CA can witness a statutory declaration, let's examine what the witness needs to do.Accor...

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23 Dec 2013 @ 11:13 | Paul Meredith

Fraud Risk Self-Assessment Tool

Any business is potentially at risk of fraud. Accountants can assist their clients, and themselves, to identify the controls ...

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13 Dec 2013 @ 12:10 | Paul Meredith

Handover of electronic data on change of accountant

When a client transfers to another accountant, the Institute's Regulation 9 requires that a member in public practice must pr...

Corporate Governance

Geraldine Magarey

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23 Jun 2015 @ 4:18 | Geraldine Magarey

Fast Forward: leading in a brave new world of diversity

Diversity is often portrayed as something that is nice to do. However, recently at two future[inc] events I have heard busine...

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18 Dec 2014 @ 12:53 | Geraldine Magarey

Quotas for Germany – is this a sign of things to come?

Germany is the largest economy in Europe and the fourth largest in the world. It has an elected female chancellor in Dr Angel...

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17 Nov 2014 @ 10:52 | Geraldine Magarey

Protecting our cyber future

The world of crime has evolved. Twenty years ago criminals would physically walk into a bank, hold up the staff and customers...

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17 Oct 2014 @ 1:21 | Geraldine Magarey

Chartered Accountants to take up pay equity challenge

CEOs and business leaders who have acted on gender pay equity often mention a light bulb moment which made them see gender eq...

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25 Sep 2014 @ 12:06 | Geraldine Magarey

September the perfect time for a payroll spring clean

September is not just the start of spring but the time when we raise awareness around the growing issue of the gender pay gap...


James Guthrie

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17 Aug 2015 @ 11:19 | James Guthrie

What are the top three work-related issues for Chartered Accountants?

I am in Singapore today on a road show to launch the new CA ANZ/RMIT Academic Thought Leadership publication Future Proofing ...

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17 Aug 2015 @ 9:46 | James Guthrie

Are we suffering from an emerging skills gap?

I am in Johor, Malaysia today to talk about Chartered Accountants Australia and New Zealand’s latest publication Future proof...

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10 Aug 2015 @ 7:53 | James Guthrie

Are we ready for the Internet economy?

I am in Canberra today on a roadshow to promote the new Academic Leadership Series and I will be highlighting the article by ...

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7 Aug 2015 @ 1:55 | James Guthrie

What is the Future of Work?

I’m in Perth today, next stop on my roadshow to promote the new Academic Leadership Series. Of particular interest to the Per...

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7 Aug 2015 @ 1:54 | James Guthrie

Technology driven Productivity Improvements in the Professional Services Industry

Yesterday I was in Adelaide promoting the latest volume in the Academic Leadership Series. I’ll be highlighting the article b...

Leadership & Advocacy

Rob Ward

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15 Mar 2015 @ 10:09 | Rob Ward

Bitcoin: a disaster waiting to happen?

This editorial piece appeared in The Australian March 16 2015.AROUND the world, national governments are struggling to unders...

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16 Feb 2015 @ 2:45 | Rob Ward

Why the upcoming federal budget should avoid tax announcements

Tax announcements in the upcoming federal budget should not be expected. If the government release piecemeal tax announcement...

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20 Nov 2014 @ 12:23 | Rob Ward

Live blog: World Congress of Accountants 2014

Day 4 and Thank You Roma!Members of our Profession are by nature optimists. They are charged with major responsibilities to c...

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9 Nov 2014 @ 9:48 | Rob Ward

Changes in GST and broader tax reform should be on Tony Abbott’s agenda

This editorial piece appeared in The Australian November 7 2014Tony Abbott did not make any specific announcements about GST ...

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7 Aug 2014 @ 4:37 | Rob Ward

Why the New Zealand general election must focus on national policy

With the general election next month, both sides of politics must address how they are going to face the economic challenges ...