I wanted to take a moment to say hello to you, and thank you for being a Xero customer! I recently stepped into the new role as Xero’s CEO, and it’s a privilege to serve all of you – our Xero team, our investors, and all the communities of which we are a part. Xero […]
Archives for February 2023
Why you should always bring your joy to work, with Orion’s Brian McLaughlin
TPR warns trustees on ESG reporting
The Pensions Regulator has warned that trustees failing to meet their environmental social governance (ESG) and climate change reporting duties face fines of up to £50,000. The regulator has launched an investigation into the issue. It will include a regulatory initiative to check whether trustees are publishing important data on ESG. Emails are being sent […]
Form ADV Part 1: Common Missteps And Best Practices For RIAs
As a document required to be filed by all registered investment advisers, Form ADV is (at least in theory) a standardized description of each RIA’s services, fees, and business practices, presented in a series of four forms (Part 1, Part 2A, Part 2B, and Part 3) each comprised of a set of underlying sections. As […]
New working from home tax rules from the ATO!
The Australian Tax Office has announced changes to the current working from home deduction rules and rates, which were set during the COVID-19 pandemic. The rules have shifted from the previous tax year (2021-22) with the changes reflecting the increase in people working from home. The ATO states that “The changes better reflect contemporary working […]
Xero is heading to Accountex Australia 2023 – join us there!
Have you heard the news? Accountex – the leading accounting and finance event in the UK and Europe – is heading down under next month for the first time ever. Between 15 to 16 March, advisors from across the country will descend on Sydney’s International Convention Centre (ICC) for two days of learning, collaboration and […]
Nearly two-thirds of 529 accounts leave big money on the table. Here’s why
Think tank calls for rise in pension age
The Resolution Foundation has urged Chancellor Jeremy Hunt to use next month’s Budget to raise the age at which people can access tax-free private pension wealth. The think tank said doing so would discourage people from leaving the workforce before the state pension age. It said the current system of pension freedoms which allows people to […]
#FA Success Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture, With Danqin Fang
Welcome back to the 321st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Danqin Fang. Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households. What’s unique about Danqin, though, […]
Why tradies need accounting software
Whether you’re a plumber, electrician, construction worker, mechanic or carpenter, every tradie needs the right tools for the job. So why is it so useful to be running your trade business using proper cloud accounting software? Let’s look at the needs of your industry and how proper cloud accounting software can help… Why not fire […]