Blogs

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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20 Oct 2014 @ 1:11 | Michael Croker

Tax competition through Irish eyes

As the leaders of the world’s tax agencies – including the ATO’s Chris Jordan – pack their bags for the OECD Forum on Tax Adm...

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7 Oct 2014 @ 4:09 | Michael Croker

Judging companies by the tax they pay

Last week's release of Who Pays for Our Common Wealth – Tax Practices of the ASX 200 (the report) and the commissioning of a ...

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29 Sep 2014 @ 3:15 | Michael Croker

Can the world's tax administrators kick some BEPS goals even if governments can’t agree?

Buried away in all the messaging from the recent meeting of G20 Finance Ministers and Central Bank Governors in Cairns, is a ...

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25 Sep 2014 @ 12:06 | Michael Croker

A client relationship perspective on Reinventing the ATO

I represented CAs at last week’s National Tax Liaison Group meeting with the Commissioner of Taxation and senior ATO official...

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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...

Getting to the heart of members

Simon Grant

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22 Apr 2013 @ 3:52 | Simon Grant

Leaning-in

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...

Audit

Liz Stamford

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20 Oct 2014 @ 4:30 | Liz Stamford

Is ongoing training really necessary?

In the audit space, the core objectives of an audit are pretty constant – the auditor needs to form an opinion on whether the...

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25 Sep 2014 @ 12:06 | Liz Stamford

Audit partner rotation – is it in need of an overhaul?

New out from the International Ethics Standards Board for Accountants is a proposal to increase the cooling-off period for an...

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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...

Reporting

Michael Fraser

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1 Oct 2014 @ 4:31 | Michael Fraser

Disclosure overload: reporting as communication or compliance?

Last month I attended the conference “Beyond IFRS – Quality Company Reporting”, where I was part of a panel of speakers from ...

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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...

Superannuation

Liz Westover

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17 Oct 2014 @ 1:20 | Liz Westover

No super, no pension – you need a plan!

At the recent Chartered Accountants Australia and New Zealand National SMSF Conference, Peter Bobbin from Rockwell Olivier ma...

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25 Sep 2014 @ 1:13 | Liz Westover

Automating audit judgement

Is it possible that SMSF audits could ever be fully automated? This controversial concept was floated at the recent Chartered...

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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...

Business policy & sustainability

Karen McWilliams

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17 Oct 2014 @ 1:20 | Karen McWilliams

Climate change: the new wolf of Wall street?

I was recently in New York at same time as the United Nations Climate Summit was held. Whilst there, I spoke with a member wh...

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22 Sep 2014 @ 12:26 | Karen McWilliams

Is policy making measuring up?

Chartered Accountants Australia and New Zealand launched future[inc] in 2013. The aim was to encourage debate in public polic...

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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...

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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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...

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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...

Education

James Guthrie

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29 Sep 2014 @ 10:56 | James Guthrie

More consultation needed on higher education reform

It would be almost impossible to be unaware of the federal government’s proposed changes to higher education, given the heate...

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25 Sep 2014 @ 12:02 | James Guthrie

Accounting for wellbeing

Traditional views of accounting among the wider population – and even at times the accounting profession – are very much focu...

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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...

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...