Lee White CEO

Lee White

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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...

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19 May 2014 @ 7:04 | Lee White

Budgets across the Tasman

Last week was a busy one for both the Institute of Chartered Accountants Australia and the New Zealand Institute of Chartered...

Taxing issues

Michael Croker

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5 Sep 2014 @ 12:58 | Michael Croker

Get a second (tax) opinion

There are many wise sayings when it comes to managing money, such as 'If it looks too good to be true then it probably is'.In...

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1 Sep 2014 @ 12:23 | Michael Croker

What to do about the employee – contractor problem for individual taxpayers? Tax reform ideas.

Distinguishing between employees and contractors isn’t just a HR issue. There are tax consequences too.For example, if a work...

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25 Aug 2014 @ 12:33 | Michael Croker

Focus on capital management tax hurdles

Recent increased interest in capital management by Australia’s listed companies highlights the need to think ahead when deali...

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18 Aug 2014 @ 12:09 | Michael Croker

The ATO as a digital disruptor?

The launch of the ATO’s Small Business Newsroom will start of lot of conversations in the tax profession. As Chris Jordan say...

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10 Aug 2014 @ 11:59 | Michael Croker

Will our political leaders be at the starters’ line for tax reform?

We know the barest outline of the tax reform process: a Green Paper followed by a White Paper, then a Federal Election with t...

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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17 Aug 2014 @ 11:55 | Liz Stamford

Do we need an audit specialisation?

As growth strategies for Australia and New Zealand’s economies continue to be executed, the importance of consistent and robu...

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22 Jul 2014 @ 11:19 | Liz Stamford

Change in store for audit reporting

Within six months the global audit profession could see three new international standards which will contribute to the radica...

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24 Jun 2014 @ 4:53 | Liz Stamford

The audit ethos

As we prepare to move into a new chapter of our profession, I thought it would be good to look through some past research int...

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20 May 2014 @ 3:17 | Liz Stamford

The parallels Down Under

Now here’s an interesting approach from an audit regulator in the United States – a firm may register with the Public Company...

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26 Mar 2014 @ 4:50 | Liz Stamford

How can you judge audit quality?

Should professionals be held accountable for the quality of their work? Without a doubt. Audit regulatory inspections and the...


Michael Fraser

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4 Sep 2014 @ 1:10 | Michael Fraser

Where does charity (reporting) begin?

Last month Chartered Accountants Australia and New Zealand responded to the Options for Replacement Arrangements following th...

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29 Jul 2014 @ 5:07 | Michael Fraser

Calling our financial reporting thinkers?

As professionals and reporting specialists we should be both champions and critics of our own work.  This hallmark of what it...

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2 Jul 2014 @ 10:26 | Michael Fraser

Chartering the path ahead for reporting

Welcome to my first blog as Reporting Policy Leader at Chartered Accountants Australia and New Zealand. Reporting is of centr...

Financial advisory services

Hugh Elvy blog

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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...

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31 Jul 2014 @ 6:28 | Hugh Elvy

The accountants’ exemption – What is the expectation?

With the first year having passed for professional accountants to transition into the licensing framework, it is worth reflec...

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29 May 2014 @ 4:41 | Hugh Elvy

Not only is the customer king – so is trust

As the financial services industry continues to again discuss and debate FoFA the question that must be asked is - what is al...

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28 Feb 2014 @ 4:54 | Hugh Elvy

Will direct and online really take over from face to face advice?

Again the issue of selling financial products directly to consumers and getting advice online is being debated based on more ...

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30 Jan 2014 @ 5:13 | Hugh Elvy

Different investors, different regulation?

A question that comes up from time to time (and now is one of those times), do different investors need different regulation?...

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28 Nov 2013 @ 3:52 | Hugh Elvy

A slice of the pie shouldn’t be the focus

With a major inquiry about to kick off, its timely to reflect on others we've had in recent years and see what the recommenda...

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29 Oct 2013 @ 3:56 | Hugh Elvy

A new government – “A change is as good as a holiday”

There is an old adage that “a change is as good as a holiday”. That is not to say change always equates to lying on the beach...

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27 Aug 2013 @ 6:49 | Hugh Elvy

The jigsaw pieces of regulation not yet fitting together

I recently wrote an article for Professional Planner magazine “The jigsaw and the bigger picture” on the range of regulations...

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27 Jun 2013 @ 5:38 | Hugh Elvy

Sometimes the best advice may be nothing

If there is one absolute certainty, it is the importance and value of obtaining professional and trusted advice. That is, rea...


Liz Westover

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1 Sep 2014 @ 10:59 | Liz Westover

Superannuation - Small effort now, big impact in retirement

The thing I like most about MoneySmart Week is the focus and activity that it generates encouraging people to be become more ...

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25 Aug 2014 @ 6:49 | Liz Westover

Eyes on the future of SMSF

The Chartered Accountants National SMSF Conference is fast approaching and as I start writing my opening address I reflect no...

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8 Aug 2014 @ 3:21 | Liz Westover

A considered approach to tax concessions for super

The debate over the distribution of tax concessions in superannuation has heightened in recent months amid the backdrop of th...

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3 Jul 2014 @ 12:18 | Liz Westover

Lifting the age of access to the aged pension

The Government’s announcement in the May budget to lift the aged pension access age to 70 has resulted in much discussion, wi...

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5 Jun 2014 @ 12:31 | Liz Westover

All eyes on low cost SMSF audits

Low cost SMSF audits have been prominent in the media recently following suggestions from the Australian Taxation Office (ATO...

Business policy & sustainability

Karen McWilliams

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9 Sep 2014 @ 11:09 | Karen McWilliams

The future of sustainability and business

Big data is a buzz word within business and IBM define it as:Velocity - analysis of streaming dataVolume – scale of dataVarie...

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13 Jun 2014 @ 3:59 | Karen McWilliams

Is financial literacy key to wellbeing?

I chaired a session at our Business Forum in Sydney which discussed why measuring wellbeing matters to business. The session ...

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12 May 2014 @ 1:08 | Karen McWilliams

What does the future for business look like and the workforce to go with it?

I recently attended a CEDA event The making of an agile workforce as part of their Australia Adjusting series. The CEO from t...

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9 Apr 2014 @ 11:17 | Karen McWilliams

Can our economy come full circle?

Our current ‘take, make, dispose’ economy dictates that it is often cheaper and easier just throw away our old goods such as ...

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19 Mar 2014 @ 11:14 | Karen McWilliams

Can Australia weather the burst of a carbon bubble?

In January, I talked about the risk of the carbon bubble – a potential massive over-valuation of fossil fuel reserves. Earlie...

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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4 Sep 2014 @ 12:05 | Geraldine Magarey

Forget the abs, it is time for financial fitness

It is the beginning of spring and of course time for those ubiquitous ads promoting getting fit for summer. However, what abo...

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14 Aug 2014 @ 4:38 | Geraldine Magarey

Would a user pay regulator pay off?

With many federal government bodies feeling the impacts of budgetary constraints, new funding models are being discussed. ‘Us...

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18 Jul 2014 @ 3:38 | Geraldine Magarey

How does an organisation incentivise ethics?

EY recently released its 13th Global Fraud Survey Overcoming compliance fatigue: Reinforcing the commitment to ethical growth...

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19 Jun 2014 @ 6:01 | Geraldine Magarey

Financial literacy a career and life skill but what are we doing about it?

I have been reading with interest recent media reports about the decline of maths in secondary education, predominantly among...

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21 May 2014 @ 4:26 | Geraldine Magarey

Why is the compelling case for integrated reporting still such a secret?

I attended a really interesting panel discussion last week in Melbourne on Integrated Reporting <IR>. The panel represe...


James Guthrie

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11 Aug 2014 @ 6:00 | James Guthrie

Putting human rights into practice

All businesses have a moral obligation to act ethically and contribute positively to civil society. Human rights concerns imp...

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15 Jul 2014 @ 2:39 | James Guthrie

The accounting profession’s engagement with Asia

Few subjects could be more topical than engagement with Asia. As members of the region, Australia and New Zealand must consid...

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12 May 2014 @ 12:40 | James Guthrie

Destination Australia

Barely a day goes by without Australia’s higher education system mentioned in the press. The Minister for Education, Christop...

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3 Apr 2014 @ 12:15 | James Guthrie

What does ‘the best’ higher education system look like?

In a recent speech, the Federal Education Minister Christopher Pyne outlined his vision for the Australian higher education s...

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3 Mar 2014 @ 9:08 | James Guthrie

Skilled Occupation List review needs long-term focus

With universities about to welcome new students, many of them international students, debate continues about the place of acc...

Leadership & Advocacy

Rob Ward

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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 ...

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31 Jul 2014 @ 6:10 | Rob Ward

CA Sri Lanka CFO Forum 2014

 I recently spoke at the CA Sri Lanka CFO Forum 2014. The key note address was delivered by the International Federation of A...

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27 May 2014 @ 10:47 | Rob Ward

Where is Australia’s growth mindset?

Last week I spoke at the conference on Financial Reporting for Economic Development in Colombo, this event was the inaugural ...

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13 May 2014 @ 7:08 | Rob Ward

Where's the commission for growth?

Last week the treasurer asked Australians to not judge the budget on what they get or lose, but the quality of life for the y...

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10 Apr 2014 @ 12:25 | Rob Ward

Audit regulation that fits the bill

Welcome to my first blog as Head of Leadership and Advocacy. I’ll be blogging on a range of policy areas that impact business...