Podcasts about chartered accountants australia

In this episode, our Brisbane-based Partner, Ryan Loehr, speaks with Phil Cummins, Managing Director of Stepstone Group. They discuss the challenges that most private investors have in venture and growth equity, particularly around diversification of fund underlying, vintage, and manager. Access to top-quartile managers is generally reserved to the largest institutions, are often significantly oversubscribed.  Phil provides an overview of the Stepstone Group Platform; key business and industry advisors that help it evaluate opportunities; the importance of longstanding relationships and exploring a genuine information advantage to drive performance outcomes. Also, the benefits of new structures, such as open-ended or ‘evergreen' vehicles vs. more traditional capital-called closed-end structures.Before joining Stepstone, Phil was a venture partner at Greenspring Associates, a venture capital and growth equity investment firm that merged with StepStone in 2021. Prior to that, Phil spent 13 years with QIC Global Private Equity, where he played a pivotal role in leading their private equity program. His career also includes significant roles at BT Alex. Brown, Deutsche Bank, and Thomas Weisel Partners in San Francisco. Phil holds a Bachelor of Commerce degree and is a Chartered Financial Analyst, as well as a member of the Institute of Chartered Accountants Australia and New Zealand. Stepstone manages over $176B on behalf of a diverse range of clientele that includes institutional investors, family offices and high-net-worth individuals.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Jeremy Harris has over 25 years' experience as an accountant and business advisor. He is a director of Grow Group Global which includes Grow CFO, Direct Management and My Plan Plus. Jeremy's burning desire in business is to support business owners to achieve their impact and aspirations, through education and information. He was Chief Financial Officer for an international company to support its listing on New York Stock Exchange in 2022. Jeremy holds a degree in accounting from Queensland University of Technology and is a Member of Chartered Accountants Australia and New Zealand. To learn more or contact Jeremy go to growgroup.global or contact me at brian@franchisesimply.com.au or 61 417 211 366.

Chartered Accountants Australia and New Zealand (CA ANZ) is the professional body for chartered accountants and one part of its role is to investigate complaints against members. This episode of Small Firm, Big Impact takes a closer look at the conduct process, how the disciplinary bodies within CA ANZ work and what members should do if a complaint is made against them. Australian Conduct Leader Kate Dixon and New Zealand Conduct Leader Rebecca Stickney join host Gillian Bowen to explain.   Resources referred to in the episode:  The complaints page on the CA ANZ website CA Advisory Group CA Advisory Group Small Firm, Big Impact episode  Decisions Register  See omnystudio.com/listener for privacy information.

How do you make the big decision to go out on your own, to run an accounting business? To help members decide if it's the right move for them, Chartered Accountants Australia and New Zealand and ACCA have developed new resources that highlight the pros and cons. Just like the discussion in this episode – the resources will definitely get your brain going. Two experienced members who contributed to ‘Look before you leap' – Amanda Gascoigne FCA and Heather Smith FCA/FCCA join Gillian for this lively chat about working for yourself.  Resources referred to the episode:  Look before you leap Smaller Practices Centre How to find balance in your firm (Amanda's previous Small Firm, Big Impact episode) Small Firm, Big Impact page  See omnystudio.com/listener for privacy information.

Ready for an episode that's packed with insights and a dash of fun? Tune in to the latest instalment of the Commercial Property Investing Explained Series with your favourite hosts, Andrew Bean and Steve Palise. This week, we're joined by the brilliant Davie Mach, founder of Box Advisory Services, who's here to shed light on the world of Self-Managed Super Funds (SMSFs) and business accounting. Davie brings over a decade of experience in advising businesses on management accounting and taxation issues. As a member of the Chartered Accountants Australia and New Zealand and the Australian Tax Practitioners Board, Davie heads a passionate team dedicated to offering proactive and outstanding service to their clients.   What's Covered:  

Marc Orchard and Heather Smith discussed the importance of accountants and bookkeepers in high growth tech companies, highlighting the challenges of serving early stage companies with complex needs. They emphasised the need for upskilling and capability building, as well as the importance of building relationships in the startup ecosystem. Marc Orchard added to the conversation by discussing the integration of accounting and finance with technology, and the potential for Chartered Accountants Australia and New Zealand to sponsor innovation events. Heather Smith and Marc Orchard later discussed the challenges professional service providers face in managing risk tolerance, emphasising the importance of differentiating between personal and business risk tolerance and valuing experience and wisdom in building up risk tolerance.   Marc Orchard Website: https://planetstartup.com.au/  Linkedin  https://www.linkedin.com/in/marcorchard/    Contact details: Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU   

Chartered Accountants Australia and New Zealand (CA ANZ) has hosted a delegation from the International Ethics Standards Board for Accountants (IESBA) for important discussions regarding ethical issues associated with rapidly evolving sustainability standards, firm culture and governance, and ethical considerations in tax planning and related services. The IESBA is the global standard setter for ethics in the accounting profession and sets the Code of Ethics for Professional Accountants (including Independence Standards) (the IESBA Code). Our local codes are based off the international code. Chair of the IESBA, Gabriela Figueiredo Dias sat down with Small Firm, Big Impact to explain why she's in Australia, IESBA's focus areas over the next four years and how it'll impact you. Gabriela outlines what firms and professional accountants should be focused on in the ethics space. Resources referred to in the episode: The IESBA Strategy and Work Plan Check out the consultation here, (submission 31 is from CA ANZ) See what newsletters you've subscribed to by logging into My CA Useful ethics resources on the CA ANZ website (This podcast episode was recorded on 8th May, 2024.)See omnystudio.com/listener for privacy information.

Tinashe Kamangira FCA, the Chartered Accountants Australia and New Zealand President for 2024, is making small and medium sized practices one of his focuses for this year.  He's passionate about supporting SMPs in their fight to find talent and empowering Members to inspire the next generation.  In this episode hear Tinashe explain his plan to connect directly with SMPs, where being a CA has taken him and why safeguarding the profession's reputation after a particularly challenging year, is crucial.  He'll also explain the role he is required to fulfill as the President, his place on the CA ANZ Board and how you can get more involved with your membership body.  Resources referred to in the episode:  CA ANZ High School Toolkit  The new SMP Hub  Check out what newsletters you've subscribed to by logging into MyCA  Contact us about getting in touch with your Regional Manager and joining relevant groups/councils/committees See omnystudio.com/listener for privacy information.

Join us on the latest episode of Personal Branding Unlocked as we sit down with Daniel Drayton CA RITP MICDA, Senior Manager at SV Partners and a seasoned expert in Personal and Corporate Insolvency. Daniel, a Chartered Accountant with additional expertise in Business Restructuring, Turnaround Management, and Insolvency law, shares insights on navigating the intersection of personal branding, professional expertise, and community involvement.Hailing from the Hunter region, Daniel goes beyond the boardroom, actively supporting charitable organisations like Harry's House, Dog Rescue Newcastle, Dress for Success, Hunter TAFE Foundation, and Samaritans. Discover how his commitment to community service shapes his personal brand.In this episode, we dive into Daniel's journey, exploring the importance of niche expertise in insolvency, the drive behind his volunteer work, and his leadership roles as Chairperson of the Hunter Local Committee of Chartered Accountants Australia and New Zealand (CAANZ), Treasurer of Hunter Young Professionals (HYP), and Chairperson of the Bean Counters Ball.Tune in to uncover Daniel's strategies for personal branding and hear his take on the most effective ways to build your brand. It's an episode filled with valuable insights, so don't miss out!Follow Daniel:LinkedInFollow SV Partners:LinkedIn | WebsiteFollow Hunter Young Professionals (HYP):LinkedIn | Website | Instagram | FacebookFind Us: Check us out online and hit up our socials HERE.

Topic thoughts? Guest ideas? Comments? Just text us. (pls include reply details if needed) Decarbonisation efforts start with the commitment by a government. Once the broad policy is set, the real hard work of regulation begins. To understand and advance sustainable finance it is absolutely imperative to understand this work. In this episode our guest is Eugene Wong who shares his unique insights on the Southeast Asian experience. Eugene is the Chief Executive Officer of the Sustainable Finance Institute Asia. The Institute is a neutral, convening platform to bring together different stakeholders to advance the sustainability agenda in ASEAN (the Association of Southeast Asia Nations). The actors include policy makers, regulators, industry, academia, and others, and are all focused on Southeast Asia's financial sector as a catalyst for ASEAN's sustainable agenda. Today, for example, the Institute is a host to  the ASEAN Taxonomy Board collaborating with all of the capital markets regulators in Southeast Asia. References: ASEAN Taxonomy for Sustainable Finance version 1 (Nov 2021); ASEAN Taxonomy for Sustainable Finance version 2 (June 2023); ASEAN Transition Finance Guidance (Oct 2023); ABOUT EUGENE: Eugene Wong is the Chief Executive Officer of SFIA, an independent institute established to catalyse ideas on Sustainable Finance at the policy level in ASEAN, as well as propel action in support of those policy ideas. SFIA is currently the Host of the ASEAN Taxonomy Board and convenor of the ASEAN Capital Market Regulators' Industry Advisory Panel on Sustainable Finance. Eugene was previously the Managing Director, Corporate Finance & Investments of the Securities Commission Malaysia (SC). He also served as a member of the Audit Oversight Board in Malaysia and was an Adviser to the Malaysian Accounting Standards Board. He oversaw the SC's ASEAN related initiatives and was a Chair of the Deputies of the ASEAN Capital Markets Forum (ACMF) and the Co-Chair of its Sustainable Finance Working Group. The ASEAN Green Bond Standards, ASEAN Social Bond Standards and ASEAN Sustainability Bond Standards were issued during his tenure as Chair of the Deputies of the ACMF. In addition, he was a Co-Chair of the ASEAN Working Committee on Capital Market Development. Eugene represents SFIA as an observer to the International Capital Market Association's Green Bond Principles, Social Bond Principles, Sustainability Bond Guidelines and Sustainability-linked Loans Guidelines Group. Eugene is a Fellow of Chartered Accountants Australia and New Zealand, Fellow of CPA Australia and a Chartered Accountant of the Malaysian Institute of Accountants. HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30- Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | FEEDBACK: theasiaclimatecapitalpodcast@gmail.com.

Brian Smith, the founder of UGG, shares his journey from selling boots out of his truck bed to the billion-dollar brand that we know and love today.WANT THE FULL EPISODE? Check out yesterday's episode titled Ep.93 I Brian Smith I Deciding to Build a Global Brand: How the founder of UGG built a billion-dollar brand, or download it directly using this link.KEY TOPICS Emotionally appealing to your target market. Building and maintaining customer loyalty. Technology has changed, but the rules of marketing are the same as they've always been. Determining how you want your company perceived, then aligning your decisions with that goal. CONNECT WITH USwww.decidedlypodcast.com Join us on Instagram: @decidedlypodcast Join us on FacebookShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy. LEARN MOREwww.decidedlywealth.comSUBSCRIBE TO OUR WEEKLY DECISION-MAKING TIP EMAIL Join us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time! MENTIONED IN THIS EPISODEThe Sash Bag CONNECT WITH BRIAN SMITHWebsite: https://briansmithspeaker.com/ “The Birth of a Brand” (Brian's book): https://www.amazon.com/Birth-Brand-Brian-Smith/dp/1582705356/ref=sr_1_1?ie=UTF8&qid=1461080262&sr=8-1&keywords=birth+of+a+brand LinkedIn: https://www.linkedin.com/in/briansmithuggfounder/ Instagram: @briansmithugg Facebook: https://www.facebook.com/BrianSmithUGGFounder/ Brian is Australian born and was raised with an enduring passion for surfing and the surf culture. In his youth, he enjoyed the epic waves on both coasts of his home country. He was educated at the Institute of Chartered Accountants Australia, where he received his first of many business credentials. After ten years as a public accountant, Brian felt a burning desire to do something that would fit his passion for surfing while looking for a business idea that would allow him to support himself. He turned in his resignation notice, got on a plane to the States, and became a regular at the classic surfing destinations up and down the southern California coastline. He called Malibu, Cardiff-by-the-Sea, and Swami's Beach his “office.” One day, while pulling on his sheepskin boots after a cold surf session, he realized there were nothing like them available in California. He and a surfing buddy shipped six pairs from Australia to show them around, in search of interested takers. It was at this moment that the UGG brand was born. Brian called on every surf shop up and down the California coast, enthusiastically showing prospective retailers the UGG prototype. Most of the shop owners would deliver the same disappointing reaction: “Brian, we sell flip flops, not boots.” Not willing to give up his idea, he then embarked on a laser-focused effort to gain endorsements and support from the surf community of which he was becoming a respected member. Finally, with two young Pro-surfers on “the UGG team”, a new cult was born and “UGG” became the cool word on California campuses and beaches alike. Had he not diligently stuck to his vision, the idea of UGG Boots would never have come to fruition. Undaunted by the surf shop owners' initial rejections, Brian forged forward with his dream and we all now enjoy our much loved and favorite casual footwear—our UGG boots. After 17 years, Brian sold his company and the brand to Decker's Outdoor Corporation. With their resources, the “casual comfort” segment of the footwear industry came to life and the UGG Brand now garners more than a billion dollars of sales per year, year after year. Having developed the art of storytelling throughout the years, the stage became the perfect place for Brian to present to business owners the ups—and downs—of being an entrepreneur. He found that he not only enjoyed giving these talks, but his audiences were responding in a wide embrace to his stories like he never could have imagined. The size and scope of the audiences grew and now he is one of the most sought-after speakers in the world today. He brings a magical mix of real-world street smarts, kindness, compassion, and respect for the entrepreneurial drive—all of which fit businesses of any size. And, yes, he continues to surf when he's not on tour.

Brian Smith, the founder of UGG, shares his journey from selling boots out of his truck bed to the billion-dollar brand that we know and love today.KEY TOPICS Emotionally appealing to your target market. Building and maintaining customer loyalty. Technology has changed, but the rules of marketing are the same as they've always been. Determining how you want your company perceived, then aligning your decisions with that goal. DON'T HAVE TIME FOR THE FULL EPISODE? Check out the short highlight clip by searching Ep.93 HIGHLIGHT I Fostering customer loyalty, or download it directly using this link. CONNECT WITH USwww.decidedlypodcast.com Join us on Instagram: @decidedlypodcast Join us on FacebookShawn's Instagram: @shawn_d_smith Sanger's Instagram: @sangersmith MAKING A FINANCIAL DECISION?At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy. LEARN MOREwww.decidedlywealth.comSUBSCRIBE TO OUR WEEKLY DECISION-MAKING TIP EMAIL Join us every Wednesday for more strategies to DEFEAT bad decision-making - one episode at a time! MENTIONED IN THIS EPISODEThe Sash Bag CONNECT WITH BRIAN SMITHWebsite: https://briansmithspeaker.com/ “The Birth of a Brand” (Brian's book): https://www.amazon.com/Birth-Brand-Brian-Smith/dp/1582705356/ref=sr_1_1?ie=UTF8&qid=1461080262&sr=8-1&keywords=birth+of+a+brand LinkedIn: https://www.linkedin.com/in/briansmithuggfounder/ Instagram: @briansmithugg Facebook: https://www.facebook.com/BrianSmithUGGFounder/ Brian is Australian born and was raised with an enduring passion for surfing and the surf culture. In his youth, he enjoyed the epic waves on both coasts of his home country. He was educated at the Institute of Chartered Accountants Australia, where he received his first of many business credentials. After ten years as a public accountant, Brian felt a burning desire to do something that would fit his passion for surfing while looking for a business idea that would allow him to support himself. He turned in his resignation notice, got on a plane to the States, and became a regular at the classic surfing destinations up and down the southern California coastline. He called Malibu, Cardiff-by-the-Sea, and Swami's Beach his “office.” One day, while pulling on his sheepskin boots after a cold surf session, he realized there were nothing like them available in California. He and a surfing buddy shipped six pairs from Australia to show them around, in search of interested takers. It was at this moment that the UGG brand was born. Brian called on every surf shop up and down the California coast, enthusiastically showing prospective retailers the UGG prototype. Most of the shop owners would deliver the same disappointing reaction: “Brian, we sell flip flops, not boots.” Not willing to give up his idea, he then embarked on a laser-focused effort to gain endorsements and support from the surf community of which he was becoming a respected member. Finally, with two young Pro-surfers on “the UGG team”, a new cult was born and “UGG” became the cool word on California campuses and beaches alike. Had he not diligently stuck to his vision, the idea of UGG Boots would never have come to fruition. Undaunted by the surf shop owners' initial rejections, Brian forged forward with his dream and we all now enjoy our much loved and favorite casual footwear—our UGG boots. After 17 years, Brian sold his company and the brand to Decker's Outdoor Corporation. With their resources, the “casual comfort” segment of the footwear industry came to life and the UGG Brand now garners more than a billion dollars of sales per year, year after year. Having developed the art of storytelling throughout the years, the stage became the perfect place for Brian to present to business owners the ups—and downs—of being an entrepreneur. He found that he not only enjoyed giving these talks, but his audiences were responding in a wide embrace to his stories like he never could have imagined. The size and scope of the audiences grew and now he is one of the most sought-after speakers in the world today. He brings a magical mix of real-world street smarts, kindness, compassion, and respect for the entrepreneurial drive—all of which fit businesses of any size. And, yes, he continues to surf when he's not on tour.

Chartered Accountants Australia and New Zealand (CA ANZ) has released the Professional Conduct Framework Review Final Report, an Independent Review of the recommendations, and the Committee's Response to the Independent Review. This comes at a time when the spotlight is on the profession, and on the powers to hold those who breach the Code of Ethics to account. In this episode, CA ANZ CEO Ainslie van Onselen sits down with host Gillian Bowen to take Members through some of the Review's key recommendations and the next steps in the process. As well as recommending a range of procedural and efficiency improvements, the recommendations from this Review extend the existing features of the Disciplinary Framework to address events involving firms and the systemic and cultural issues underpinning them. Ms Van Onselen also answers questions about how the Review will assist the CA ANZ disciplinary bodies in upholding the trust in, and integrity of, the profession. Read about the Professional Conduct Framework Review hereSee omnystudio.com/listener for privacy information.

The SMSF Association and CA ANZ highlight some of the grey areas and potential policy positions that could be taken with the proposed threshold. SMSF Association head of policy and advocacy, Tracey Scotchbrook, and superannuation and financial services leader at Chartered Accountants Australia, Tony Negline, share their latest insights about the proposed $3 million threshold for members with large balances. Tracey discusses why an alternative model might result in fairer outcomes for members and also outlines some of the aspects yet to be addressed with the design of the policy so far. Tony talks about the reaction from the accounting profession so far and also the risk of the calculation methodology being adopted for other types of entities. Both guests also provide tips on how to approach the discussions about the measure with their SMSF clients.

Chartered Accountants Australia and New Zealand has been approved as a higher education FEE-HELP provider. It's a game changer and a big win for the future of the profession. This episode explains why, and what it means for small and medium-sized practices who are facing inflationary pressures on their costs base. Hear how CA Program candidates and aspiring members, no matter their background, can use it to become a chartered accountant. FEE-HELP will open the door to a broader and more diverse pool of talent who may have felt a career in accounting was out of their reach. Samantha Wilson FCA, General Manager, CA Program joins Gillian Bowen to explain. Frequent Asked Questions For more information about CA ANZ and FEE-HELP For information about accessing a FEE-HELP loan FEE-HELP media release Email: podcast@charteredaccountantsanz.com See omnystudio.com/listener for privacy information.

This is one of the hardest episodes we've recorded. Both David and Paul have such pride in achieving our CA designations, the quality of the CA program and the effort it took to complete the program. We feel that the current CAANZ doesn't represent the needs, interests or wants of public practice members and the board asking for votes at the AGM for a 15.8% payrise has understandably upset members. Many members believe this is unwarranted and want to do something about it. CAANZ Board Assessment Process David and Paul have discussed their views on CAANZ's strategy and values with a public practice lens and we believe the pay rise isn't warranted.  To be fair to the board, our plucky hosts have reviewed CAANZ strategy and assessed each pillar based on their own opinions.  Get the CAANZ Strategy here https://www.charteredaccountantsanz.com/about-us/what-we-do/vision-and-strategy    Why bother? If all accountants do is complain amongst ourselves, and ignore opportunities for impact, we will eventually be pushed aside and taper off into further anger and frustration.  We encourage you to do the same prior to casting your vote. We are not campaigning a no vote, we are campaigning for you participate.  We encourage members in public practice to make their own decision, but if you have a view, don't leave it to other voices to drown you out, vote.  Next StepsMembers will have received an email entitled "Chartered Accountants Australia and New Zealand 2022 Annual General Meeting"There is a link to register your proxy with a no vote and assign it to the president to table at the AGM. This email also contains your Unique Identification Number (UIN) that you'll need to register your vote.While members who feel the organisation is being mismanaged can't do a lot to be heard, we CAN do this.This isn't a call for resignations or mutiny, it's simply another attempt by members with real passion for the industry and pride in our designation to be heard.    See omnystudio.com/listener for privacy information.

The Summit's focus on skills will need to take into account the number of white-collar professions also struggling to train and recruit adequate workers.See omnystudio.com/listener for privacy information.

In this podcast, we speak to international arrow, Kirsten Bernhardt who is a venture capital investor with Artesian, an early stage VC Fund which manages the South Australian Venture Capital Fund.  Kirsten has a passion for high growth technology startups, and is a strong advocate for supporting women in technology and finance.  Prior to joining Artesian, Kirsten spent time in San Francisco, working as an operator in strategic finance for a venture backed SaaS company. She also worked in technology banking, advising a portfolio of software, ecommerce, and online gaming clients on debt transactions up to $2bn.  Before moving to the US, Kirsten worked in technology commercialisation for the University of Adelaide, and Corporate Finance with Big 4 firms KPMG and EY.Kirsten holds a Bachelor of Commerce from the University of Adelaide, and is a member of Chartered Accountants Australia & New Zealand, and the Australian Institute of Company Directors.Kirsten's reading recommendation was Shoe Dog by Phil Knight 

In this final episode of In Conversation for 2021, Executive Director of the Centre, Wayne Burns is joined by Julia Quinn, Group Executive at Chartered Accountants Australia and New Zealand, and Margaret Stuart, Head of Corporate Affairs and Sustainability at Nestle Oceania. They discuss the key trends that have developed in corporate communications over the two years into the pandemic: the heightened awareness of the value of the corporate communications function, the increasing manifestation of misinformation, the continuing gender gap in the C-suite, and the rising need for kindness in the workplace. Click to listen.

The Bean Ninjas Podcast co-hosts Matt Stubbs and Meryl Johnston are back and live at the Chartered Accountants Australia and New Zealand offices in Brisbane. In this episode, Matt and Meryl give us a recap of the early stages of Crossbeam; from its infancy as an idea to building the initial version of the app.  They […]

In this special edition, Julie Hotchkiss, Executive Director – People and Transformation, ACCA and Louise Fowler, Chief Transformation Officer, Chartered Accountants Australia and New Zealand (CA ANZ) discuss with Charlotte Evett of CA ANZ, how their respective professional bodies are transforming in the context of a transforming profession.

In this special edition, Julie Hotchkiss, Executive Director – People and Transformation, ACCA and Louise Fowler, Chief Transformation Officer, Chartered Accountants Australia and New Zealand (CA ANZ) discuss with Charlotte Evett of CA ANZ, how their respective professional bodies are transforming in the context of a transforming profession. 

In this special edition, Julie Hotchkiss, Executive Director – People and Transformation, ACCA and Louise Fowler, Chief Transformation Officer, Chartered Accountants Australia and New Zealand (CA ANZ) discuss with Charlotte Evett of CA ANZ, how their respective professional bodies are transforming in the context of a transforming profession. 

In this special edition, Julie Hotchkiss, Executive Director – People and Transformation, ACCA and Louise Fowler, Chief Transformation Officer, Chartered Accountants Australia and New Zealand (CA ANZ) discuss with Charlotte Evett of CA ANZ, how their respective professional bodies are transforming in the context of a transforming profession.

Organisations are increasingly needing to respond rapidly to changing customer requirements. This requires agility to adapt in order to survive. What role should the finance professional play in this. In their joint report the strategic partners ACCA and Chartered Accountants Australia and New Zealand, together with Generation CFO explore the key issues. This introductory podcast with the report authors considers why it is important for the finance professional to play an active role.

Organisations are increasingly needing to respond rapidly to changing customer requirements.  This requires agility to adapt in order to survive.  What role should the finance professional play in this.  In their joint report the strategic partners ACCA and Chartered Accountants Australia and New Zealand, together with Generation CFO explore the key issues.  This introductory podcast with the report authors considers why it is important for the finance professional to play an active role.

Organisations are increasingly needing to respond rapidly to changing customer requirements.  This requires agility to adapt in order to survive.  What role should the finance professional play in this.  In their joint report the strategic partners ACCA and Chartered Accountants Australia and New Zealand, together with Generation CFO explore the key issues.  This introductory podcast with the report authors considers why it is important for the finance professional to play an active role.

Organisations are increasingly needing to respond rapidly to changing customer requirements. This requires agility to adapt in order to survive. What role should the finance professional play in this. In their joint report the strategic partners ACCA and Chartered Accountants Australia and New Zealand, together with Generation CFO explore the key issues. This introductory podcast with the report authors considers why it is important for the finance professional to play an active role.

The Australian Tax Office has confirmed it has extended the work-from-home shortcut method. But what else is on the horizon? In this episode of Accountants Daily Insider, Michael Croker, tax leader at Chartered Accountants Australia and New Zealand joins host Emma Ryan to dissect recent moves made by the ATO and how these changes will reshape conversations with clients moving forward. Michael gives an overview of what to expect as the profession continues to evolve over the next 12 months and what he thinks will be the biggest challenges employers will need to navigate as their staff return to office. He also discusses the ATO's plans to “modernise” the 52¢ per hour fixed-rate method and what he hopes will come from it.

Brian Smith is Australian born and was raised with an enduring passion for surfing and the surf culture. In his youth, he enjoyed the epic waves on both coasts of his home country. He was educated at the Institute of Chartered Accountants Australia, where he received his first of many business credentials.   After ten years as a public accountant, Brian felt a burning desire to do something that would fit his passion for surfing while looking for a business idea that would allow him to support himself. He turned in his resignation notice, got on a plane to the States, and became a regular at the classic surfing destinations up and down the southern California coastline. He called Malibu, Cardiff-by-the-Sea, and Swami's Beach his “office.”   One day, while pulling on his sheepskin boots after a cold surf session, he realized there were nothing like them available in California. He and a surfing buddy shipped six pairs from Australia to show them around, in search of interested takers. It was at this moment that the UGG brand was born.   Brian called on every surf shop up and down the California coast, enthusiastically showing prospective retailers the UGG prototype. Most of the shop owners would deliver the same disappointing reaction: “Brian, we sell flip flops, not boots.” Not willing to give up his idea, he then embarked on a laser-focused effort to gain endorsements and support from the surf community of which he was becoming a respected member. Finally, with two young Pro-surfers on “the UGG team”, a new cult was born and “UGG” became the cool word on California campuses and beaches alike.   Had he not diligently stuck to his vision, the idea of UGG Boots would never have come to fruition. Undaunted by the surf shop owners' initial rejections, Brian forged forward with his dream and we all now enjoy our much loved and favorite casual footwear—our UGG boots.   After 17 years, Brian sold his company and the brand to Decker's Outdoor Corporation. With their resources, the “casual comfort” segment of the footwear industry came to life and the UGG Brand now garners more than a billion dollars of sales per year, year after year.  

To discuss The Politics of Equality I am interviewing Mark Nielsen. He is the Global Chief Executive Officer of Talent International and a pioneering leader with over 25 years of experience.  Over the course of his career, Mark has held C-level roles across start-ups, turnarounds, and multinational corporations. This experience spans organizations in Australia, South Africa, China, the United Kingdom, and the USA, and across the recruitment, technology, resources, retail and medical device sectors. Throughout his career, he has held executive and non-executive director positions on listed and unlisted company boards. Mark is often referred to as a “new age” or “next-generation” leader who truly understands the multiple benefits of a fully engaged and committed team. He is particularly proud of having built an open, respectful, and unique culture at Talent.  Mark aims to ensure that each member of the team champions Talent's core tenets of progressive and innovative thinking, passion for technological advancement and digital transformation, and customer-centered service.  Mark's current role is managing Talent's $750m+ business, driving both Talent's global expansion and its cultural and digital transformations. He is also the co-founder and board member of Talent's foundation Talent RISE, which addresses youth unemployment through the mentoring and placement of young people into technology-related roles. In 2018, Mark was named Australian CEO of the Year (CEO Magazine), Professional Services Executive of the Year (CEO Magazine), and Recruitment Leader of the Year – Australia (SEEK SARA Awards). In 2020, he was on the Deliotte 50 Outstanding LGBTI+ leaders list. Mark holds a Bachelor of Commerce and a Post Graduate Diploma in Accounting from the University of Cape Town is a graduate of The Wharton School's Executive Development Program and is a member of Chartered Accountants Australia and New Zealand. Mark is highly regarded for his ability to lead and build high-performance organizations with compassion at their core. He is outcome-focused, a long-term thinker and therefore passionate about building strong organizational cultures. Questions we cover with Mark: Can you share your career ambitions – so what you thought you'd do for a living when you were a kid growing up? And did that happen? Your early career story please! How do you define equality and moreover inequality? Is the notion we are all born equal even realistic let alone what we can do to even out the equality divide that permeates everything such as our income status, education, where we live, and of course gender? Is equality above leveling the playfield or compensating when the situation is clearly not equal or fair? E.g. I think of things like superannuation being paid for women who take career breaks for family reasons. Some employers will top it up while they are on maternity leave. You grew up in South Africa which, at the time, was a very conservative country and you say you really struggled to express his identity as a gay man. Still to this day, there are a lot of people who struggle with this and don't have the courage to be themselves. I know you want to change that. As a white male living a fairly comfortable life as far as we know, do you think you have an obligation – maybe more than most – to address equality more than others who may be perceived as less privileged? Why and how do you do that in your work/daily life? The rise of “cancel culture” and the idea of canceling someone coincides with a familiar pattern: A celebrity or other public figure does or says something offensive. A public backlash, often fuelled by politically progressive social media, ensues. Then come the calls to cancel the person — that is, to effectively end their career or revoke their cultural cachet, whether through boycotts of their work or disciplinary action from an employer. Is this recent focus on cancel culture a “mob mentality” on steroids, or a long-overdue way of speaking truth to old forms of power? How can it help balance the power the higher profile people have over us long term or not? What role does business and government play in improving equality in modern society? Share an example or two of how this can be done better or has been done overseas even. Who have been your greatest mentors (1 or 2) and what did they teach you? If you could choose a favorite book, song or film what would it be and why? (Can be serious or quirky!). Take away: What your final takeaway message for us on addressing The Politics of Equality?

Jemma Sanderson is one of Australia’s leading advisors in relation to SMSFs (awarded SMSF Adviser of the Year in 2017, 2018 and 2019), and is highly regarded for her expertise in this area. She advises in all aspects of operating a SMSF including compliance with the complex rules surrounding SMSFs, contribution strategies, commencing pensions, borrowing strategies, investment considerations and structuring in light of the investment rules, succession of SMSFs and liaising with the ATO in dealing with fund breaches, enforceable undertakings and ATO audits. Jemma’s experience includes developing business and estate succession plans, establishing appropriate structures to protect personal and family wealth from being exposed to any unforeseen business or personal events, and project managing family settlements. Jemma is a regular presenter on superannuation and SMSFs for the Taxation Institute of Australia, Institute of Chartered Accountants Australia and New Zealand, CPA and the SMSF Association across Australia. Jemma is the author of the Taxation Institute’s popular publication the SMSF Guide, now in its ninth edition, and is the author and convener of the Taxation Institute’s Graduate Diploma in Applied Tax Law Advanced Superannuation unit. Connect with Jemma here: https://cooperpartners.com.au/our-people/jemma-sanderson/ https://twitter.com/JemmaSanderson https://www.linkedin.com/in/jemma-sanderson-47517b22/ Super SMSF Resources: https://www.ato.gov.au/super/self-managed-super-funds/ https://moneysmart.gov.au/how-super-works/self-managed-super-funds-smsf https://www.ato.gov.au/super/self-managed-super-funds/in-detail/smsf-resources/smsf-technical/limited-recourse-borrowing-arrangements---questions-and-answers/ Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff! Check out more about us here: www.moneymechanics.com.au www.scottmalcolm.com.au Check out our Financial Service Guide and Privacy Policy here. Follow and like us on socials: Instagram: @moneymechanics Twitter: @moneymechanics Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523 General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance. Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast. Ideally we suggest you speak with a licensed financial planner and seek out personal advice!See omnystudio.com/listener for privacy information.

Dry tax training sessions that go on for hours on end tend to be a feature of the profession, but does it always have to be this way? Joyce Ong, founder of Tax Nuggets Academy, joins host Jotham Lian in this episode of Accountants Daily Insider to explain why she left a lucrative career in the profession to change the way we approach tax training. Named as one of the top 20 future leaders to watch by Chartered Accountants Australia and New Zealand, Joyce explains how she combines her creative flair with her technical expertise to create short and engaging videos — or “lollipops for your brain with hidden veggies”, as she terms it. Joyce also gives her honest and unbridled take on the current tax training landscape and shares what it's like to step out as a business owner for the first time.

Since the very first episode of Tea with the Queen, today's guest has been the guru behind the podcast. Chris Ashmore has spent more than a decade producing spoken-word audio programs and today is one of Australia's leading podcast producers. His work includes podcasts for Officeworks, the Australian Government, the Melbourne Food & Wine Festival, the Royal Australasian College of Surgeons, Bristol Myers Squibb, and Chartered Accountants Australia and NZ. That's to name just a few! He's also a judge at the Australian Podcast Awards and international Webby Awards. He explains to Emma McQueen what makes a good podcast and has lots of tips on how to do it right. Chris Ashmore -- https://chrisashmore.me/ Emma McQueen – https://emmamcqueen.com.au For a copy of Emma's book, 'Go-getter: Raise your mojo, shift your mindset and thrive' – https://www.emmamcqueen.com.au/book/ See omnystudio.com/listener for privacy information.

Jemma Sanderson is one of Australia’s leading advisors in relation to SMSFs (awarded SMSF Adviser of the Year in 2017, 2018 and 2019), and is highly regarded for her expertise in this area. She advises in all aspects of operating a SMSF including compliance with the complex rules surrounding SMSFs, contribution strategies, commencing pensions, borrowing strategies, investment considerations and structuring in light of the investment rules, succession of SMSFs and liaising with the ATO in dealing with fund breaches, enforceable undertakings and ATO audits. Jemma’s experience includes developing business and estate succession plans, establishing appropriate structures to protect personal and family wealth from being exposed to any unforeseen business or personal events, and project managing family settlements. Jemma is a regular presenter on superannuation and SMSFs for the Taxation Institute of Australia, Institute of Chartered Accountants Australia and New Zealand, CPA and the SMSF Association across Australia. Jemma is the author of the Taxation Institute’s popular publication the SMSF Guide, now in its ninth edition, and is the author and convener of the Taxation Institute’s Graduate Diploma in Applied Tax Law Advanced Superannuation unit. Connect with Jemma here: https://cooperpartners.com.au/our-people/jemma-sanderson/ https://twitter.com/JemmaSanderson https://www.linkedin.com/in/jemma-sanderson-47517b22/ Super SMSF Resources: https://www.ato.gov.au/super/self-managed-super-funds/ https://moneysmart.gov.au/how-super-works/self-managed-super-funds-smsf Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff! Check out more about us here: www.moneymechanics.com.au www.scottmalcolm.com.au Check out our Financial Service Guide and Privacy Policy here. Follow and like us on socials: Instagram: @moneymechanics Twitter: @moneymechanics Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523 General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance. Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast. Ideally we suggest you speak with a licensed financial planner and seek out personal advice!See omnystudio.com/listener for privacy information.

Chartered Accountants Australia and New Zealand superannuation leader Tony Negline takes a closer look at the ATO’s recent announcement on non-arm’s length income and what it means for practitioners and trustees. Tony tells hosts Aaron Dunn and Jotham Lian how the ATO’s draft law companion ruling means that if an SMSF’s affairs are not structured correctly, then, even for a minor expenditure, all the income of the super fund — ordinary and statutory income — could face income tax at the highest marginal tax rate. He also shares his concerns with the legislation underpinning NALI and what he is ideally hoping for ahead of the ATO’s finalised law companion ruling.

Chartered Accountants Australia and New Zealand superannuation leader Tony Negline takes a closer look at the ATO's recent announcement on non-arm's length income and what it means for practitioners and trustees. Tony tells hosts Aaron Dunn and Jotham Lian how the ATO's draft law companion ruling means that if an SMSF's affairs are not structured correctly, then, even for a minor expenditure, all the income of the super fund — ordinary and statutory income — could face income tax at the highest marginal tax rate. He also shares his concerns with the legislation underpinning NALI and what he is ideally hoping for ahead of the ATO's finalised law companion ruling.

The accounting world has had a range of challenges this year and Amir Ghandar, the auditing and accounting expert for the Chartered Accountants - Australia and New Zealand, talks about what has been a tumultuous year. See acast.com/privacy for privacy and opt-out information.

Megan Scott is a Director at PwC and runs their Transformation practice across the Asia Pacific region. She's a Chartered Accountant by background and also holds a law degree. After starting her career in New Zealand she spent over 4 years in London before returning home to Auckland a couple of years ago. In 2019 Megan was named one of the top 20 future leaders under 35 by Chartered Accountants Australia and New Zealand. She's also just became a Mum for the first time a few weeks ago, to a little baby boy.  "My number one piece of career advice, is that your career is your career. You need to take it into your own hands. Don't sit back and wait for opportunities to come to you. If there are things that do interest you or challenges or roles that you want to do, then step up, have a conversation and really seek out those opportunities."

Big data and analytics present a significant opportunity for finance professionals. Report authors Clive Webb, Senior Insights Manager, ACCA Professional insights, Charlotte Evett, and Suresh Sood of Chartered Accountants Australia and New Zealand discuss our joint report Analytics in Finance and Accountancy, the importance of forward-looking analytics, data strategy and the skills finance and accountancy professionals need to develop.

Big data and analytics present a significant opportunity for finance professionals. Report authors Clive Webb, Senior Insights Manager, ACCA Professional insights, Charlotte Evett, and Suresh Sood of Chartered Accountants Australia and New Zealand discuss our joint report Analytics in Finance and Accountancy, the importance of forward-looking analytics, data strategy and the skills finance and accountancy professionals need to develop.

Big data and analytics present a significant opportunity for finance professionals. Report authors Clive Webb, Senior Insights Manager, ACCA Professional insights, Charlotte Evett, and Suresh Sood of Chartered Accountants Australia and New Zealand discuss our joint report Analytics in Finance and Accountancy, the importance of forward-looking analytics, data strategy and the skills finance and accountancy professionals need to develop.  

Analytics presents a significant opportunity for finance and accounting professionals. In this podcast, the authors of the ACCA and Chartered Accountants Australia and New Zealand report Analytics in Finance and Accountancy discuss the importance of forward looking analytics, the data strategy and the implication on the skills of the professional.

Analytics presents a significant opportunity for finance and accounting professionals. In this podcast, the authors of the ACCA and Chartered Accountants Australia and New Zealand report Analytics in Finance and Accountancy discuss the importance of forward looking analytics, the data strategy and the implication on the skills of the professional.

They have partnered with the Chartered Accountants Australia and New Zealand to provide leaders in public practice the opportunity to take part in a hands-on, highly practical program which can successfully transition your practice into a sustainable and impactful Business Advisory practice. We catch up with Brad Eisenhuth and Aidan Parsons to discuss: ✔ Why they felt accounting firms struggle to offer this much needed service to clients ✔ Powerful insights on how other accounting firms engage and pitch the service to their clients. ✔ What advisory means and how to deliver it and sell it ✔ Some of the challenges practitioners face in implementing and delivering the offering ✔ How it can 5x or even 10x your fees for a SME client you already have ✔ Steps to take to build and successfully grow a successful advisory practice ✔ And finally…how the program is structured and why it's different to anything else you've seen or done. Profile Brad Eisenhuth is the CEO of The Outperformer – they design, integrate and facilitate performance and change-focused programs for accounting and finance teams, many who are heavily impacted by structural change, technology advancements and the need to be ‘relevant' in the way they work with their business and help business leaders to play a bigger game through people, capability and technology. Aidan Parsons is an experienced businessman and the CEO of Keystone Executive Coaching with a demonstrated history of working with businesses in a variety of field and using his skills in sales, marketing and management to create a solid foundation for strong and profitable growth and financial security. Show Notes CA Catalyst Business Advisor Accelerator Program RecruitmentExpert We are one of the largest Public Practice Recruiters in Australia and New Zealand and have access to most of the clients and candidates on the market. We thrive on delivering the best quality candidates to accounting firms so that you have the right people on the bus to grow your firm. Contact Info You can find out more about Brad Eisenhuth and his Company The Outperformerfrom their website: www.theoutperformer.co; Aidan Parsons and this Company The Keystone Executive from their website: www.keystoneexecutivecoaching.com To find out more about RecruitmentExpert please go to www.recruitmentexpert.com.au or email Michael Edelstein: michael@recruitmentexpert.com.au

Sean Aylmer speaks to Karen McWilliams, Business Reform Leader at Chartered Accountants Australia and New Zealand, about encouraging businesses to consider more than just the bottom line when making decisions about investing and the future.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

A major financial services takeover, two former Prime Ministers lash out, and people rush to access superannuation funds. The battle is on for the retirement dollar. Also today: Warren Buffet starts investing in Asia China launches another inquiry into the Australian wine industry And how Domino’s is using artificial intelligence to get hot pizza delivered to its customers Plus an interview with Karen McWilliams from Chartered Accountants Australia and New Zealand about the social responsibilities of business.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Bronte & Sam spoke to their resident accountant, Michael Croker (Australian Tax Leader for Chartered Accountants Australia and New Zealand) about the dangers of COVID tax scams + How To Avoid Becoming A Victim Of Fraud during tax time.Subscribe on LiSTNR: https://play.listnr.com/station/hit-riverinaSee omnystudio.com/listener for privacy information.

In business, getting the right advice from qualified experts is critical. According to chartered accountant Alice Ruhe, shortcuts can lead to disaster for both the business and those involved. In this podcast, Alice and I discuss the importance of knowing exactly what's going on in your business, especially when it comes to numbers and the story they tell not just about your enterprise but that of your competitors. Three key areas we cover in this conversation include: •Why it is important to use qualified advisers. •Why early intervention is important. •Why having meaningful and up to date books and records is important to a company's success. Alice Ruhe has practised in the Insolvency and Corporate Recovery Industry for almost 20 years and is a Registered Trustee in Bankruptcy, and Liquidator. Alice is a member of both Chartered Accountants Australia & New Zealand (CAAANZ) and the Australian Restructuring, Insolvency and Turnaround Association (ARITA) and has experience in all forms of corporate and personal insolvency administrations. Alice believes that in most instances early diagnosis and accurate prognosis can foster the best results. All too often, good businesses go by the wayside because the early signs of potential distress have been ignored, or worse, have not been identified at all. Each week I'm joined by a new guest to dive into the many facets of business. Subscribe to my podcast here to join the Business Conversation: https://www.cliveenever.com.au/business-conversations/

In business, getting the right advice from qualified experts is critical. According to chartered accountant Alice Ruhe, shortcuts can lead to disaster for both the business and those involved.In this podcast, Alice and I discuss the importance of knowing exactly what’s going on in your business, especially when it comes to numbers and the story they tell not just about your enterprise but that of your competitors.Three key areas we cover in this conversation include:Why it is important to use qualified advisers.Why early intervention is important.Why having meaningful and up to date books and records is important to a company's success.Alice Ruhe has practised in the Insolvency and Corporate Recovery Industry for almost 20 years and is a Registered Trustee in Bankruptcy, and Liquidator.Alice is a member of both Chartered Accountants Australia & New Zealand (CAAANZ) and the Australian Restructuring, Insolvency and Turnaround Association (ARITA) and has experience in all forms of corporate and personal insolvency administrations.Alice believes that in most instances early diagnosis and accurate prognosis can foster the best results. All too often, good businesses go by the wayside because the early signs of potential distress have been ignored, or worse, have not been identified at all.Each week I’m joined by a new guest to dive into the many facets of business. Subscribe to my podcast here to join the Business Conversation: https://www.cliveenever.com.au/business-conversations/

The government this week announced a second economic stimulus package worth $66.1 billion to help support Australians through the financial crisis brought on by COVID-19. Tax leader for Australia at Chartered Accountants Australia and New Zealand Michael Croker returns to Accountants Daily Insider with host Jotham Lian to break down the new regulations targeted towards SMEs. Michael provides his insights into the technicalities around calculating tax-free cash payments, the insolvency relief measures for company directors, and the somewhat controversial temporary early release of superannuation.

Amid the ever-changing landscape of a global pandemic, it's a critical time for accountants to reach out to clients who need support and keep them informed. On this episode of Accountants Daily Insider, host Jotham Lian is joined by Michael Croker, tax leader for Australia at Chartered Accountants Australia and New Zealand, to delve into the government's economic stimulus package and the ATO's response to the coronavirus crisis. Michael explains how the package will deliver support for business investments and provide businesses with cash-flow assistance, and outlines the additional state measures that are set to take some pressure off tax requirements.

For this final episode, David Boyar focuses on something that makes Chartered Accountants stand together: community. Chartered Accountants’ work plays out in a similar fashion, and they can share experiences with each other because they know a fellow CA will understand. David is going to explore where your community is and how to be a part of it. Joining him is Lee Whitney, the Group Executive of Account Management and Strategic Planning of Chartered Accountant Australia and New Zealand. We'll then hear the story of Lance Rubin, a South African immigrant who used his CA to find his place in his new home, Australia, and to overcome his own conflict between getting value as a CA and finding his community. We hope you’ll enjoy this last episode of the series. CREDITS Guests: Lee Whitney, Group Executive of Account Management and Strategic Planning, Chartered Accountant Australia and New Zealand Lance Rubin, Partner, The Outperformer             Host: David Boyar, Founder and MD at Sequel CFO Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

This episode is a full interview with Glin Bailey, an accountant and performance coach who specialises in developing structured ways to help individuals work on themselves to assist them to get to their desired outcome. David and Glin discuss the ways you can change an actual framework and help you adopt a growth mindset. They're tools that you can use every day to take advantage of the ideas we've shared throughout this show. So please relax, enjoy yourself and take note of this special interview with Glin Bailey CREDITS Guest: Glin Bailey, Founder, Heart of Human, Holistic Performance Coach Empowering Wellness, Wisdom & Wealth                  Host: David Boyar, Founder and MD at Sequel CFO DISCLAIMER This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

In this episode David Boyar discusses what a future firm could look like, focusing on three elements: How do you come up with a new business model? How do we price our firms? And: How do we attract and retain staff? David speaks to accountants doing things differently. Listen to find out more. CREDITS Guests: Jason Andrew CA, Co-Founder, SBO Financial Mike Atkinson FCA, Director, Bellingham Wallace Felicity Hill CA, Director, Greenlion Ltd Luke Kemeys CA, Director, nextAdvisory                   Host: David Boyar, Founder and MD at Sequel CFO   Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

Without the right leadership, substantial change is difficult and near impossible, but what exactly can you do with your leadership capabilities and style to help enable the change needed to transform your practice? In this episode David Boyar FCA sits down with Founder and CEO of designCEO and former CEO of the Australian Football League (AFL) Cameron Schwab, to discuss and answer these very questions. David also explores the strategies and real-life experiences with fellow CA ANZ members and practitioners who have first-hand experience with leading change within a practice environment. Listen to find out more. CREDITS Guests: Cameron Schwab, Founder and CEO at designCEO Shaye Thyer CA, Director at BDO Drive Michelle Griffith, Partner – Investment Advisory & Wealth at TAG Financial Rebecca Mihalic CA, Director at businessDEPOT Mike Atkinson FCA, Director at Bellingham Wallace Host: David Boyar FCA, Founder and Managing Director at Sequel CFO   Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

In this episode David talks to Brad Eisenhuth, Founder and CEO of The Outperformer about rising the value chain as an accountant and kicks off the conversation by asking Brad for his views on the one skill accountants need to rise up the value chain. David catches up with Andy Hamilton, CEO at The Icehouse in Auckland to talk about what startups want from an accountant who has risen up the value chain. In their conversation, Andy shares the benefits that exist for startups that have access to experienced chartered accountants. The episode closes with Felicity Hill, Director at Greenlion Limited, who gives an enlightening insight into how she positions herself in the value chain with her clients. Listen to learn more. CREDITS Guests: Brad Eisenhuth, Founder & CEO, The Outperformer Andy Hamilton, CEO, The Icehouse Felicity Hill, Director, Greenlion Limited  Host: David Boyar, Founder and MD at Sequel CFO Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

This episode is focused on tech transformation. David Boyar talks to Alan Fitzgerald about how tech transformation is pretty simply everyone getting access to high level technology that previously, none of the big firms got to play with. We're going to learn about the foundational changes that have led to what an automated firm can do before hearing from Trent Innes from Xero and Caroline Wright from MYOB. But it's Australia’s Commissioner of Tax, Chris Jordan, who gives the greatest reason why we should adopt technology. Listen to find out more. CREDITS Guests: Alan Fitzgerald, Strategic Advisor, Taxlab Trent Innes, Managing Director, Xero Caroline Wright, Head of Product, MYOB Chris Jordan, Australian Commissioner of Taxation Host: David Boyar, Founder and MD at Sequel CFO Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

This episode features accountants from small firms to big, rural to urban, and young to experienced. It's broken up to focus on tech automation, as well as its benefits, and some tips on how to make the change to this new way of working, from people who've done it. At the start of the show, David Boyar talks to Shaye Thyer from BDO Drive who phrases the problem: We need more time! He then asks Adam Ramage from Morrows Group that, if this was true, whether tech solved the problem. CREDITS Guests: Shaye Thyer, Director, BDO Drive Adam Ramage, Principal, Biz Tech at Morrows Pty Ltd Rebecca Mihalic, Director, businessDepot Michelle Griffith, Partner, Investment Advisory & Wealth John Stewart, Managing Director, KPI Consulting Mike Atkinson FCA, Director, Bellingham Wallace Sonia Gibson, Founder & Director, Accounting Heart Host: David Boyar, Founder and MD at Sequel CFO Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

In this episode David Boyar talks RegTech, regulation technology. And we're fortunate to hear from Chris Jordan, the Australian Commissioner for Taxation, about his tips for the future, the tech focus of the ATO and why tech changes results in tax agents expecting more from regulators, and the knock-on effect for your clients. David also speaks about new RegTech, like e-invoicing, and is joined by Milan Cooper from First AML and Anthony Quinn from Arctic Intelligence to talk about the impact anti-money laundering procedures have had on New Zealand firms and to get a glimpse of what Aussie practitioners can look forward to in the future. We’ll kick off the conversation with Ron Lesh, the Founder and CEO of BGL Corporate Solutions, a company that's been producing RegTech for 30 years, to have a look at how far RegTech has come. So what’s RegTech all about and how will it impact us in the future? Listen to find out... CREDITS Guests: Chris Jordan, Australian Commissioner for Taxation Milan Cooper, Managing Director First AML Anthony Quinn, Founder at Arctic Intelligence and Co-Founder at AML Accelerate Ron Lesh, Founder and CEO of BGL Corporate Solutions Host: David Boyar, Founder and MD at Sequel CFO   Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

Welcome to Shaping the Practice of Tomorrow, the 9-part podcast series, powered by CA Catalyst, designed to help our members in practice take full advantage of the digital disruptive opportunities sweeping the accounting profession. In this episode David Boyar talks to Rick Ellis, the CEO of Chartered Accountants Australia and New Zealand, before exploring global trends with Cindy Lenferna de la Motte, an expert in the future of work. Finally, David sits down with Emma Tibballs, a CA student representative on campus, to find out what future leaders want from the practices of the future. What are their thoughts on the future of work and accounting? Listen to find out.. CREDITS Guests:  Rick Ellis, CEO Chartered Accountants Australia and New Zealand Cindy Lenferna de la Motte, Future of Work Expert Emma Tibballs, CA Student Representative Host: David Boyar, Founder and MD at Sequel CFO   Disclaimer: This publication is intended to provide general information and is not intended to provide or substitute legal or professional advice. This publication has been prepared so that is current as at the date of writing. You should be aware that such information can rapidly become out of date. You should not act, or refrain from acting, or rely on any statement, view or opinion expressed in this publication. You should make and rely on your own inquiries in making any decisions or giving any advice. No warranty is given as to the correctness of the information contained in this publication, or of its suitability for use by you. To the fullest extent permitted by law, Chartered Accountants Australia and New Zealand (CA ANZ) is not liable for any statement or opinion, or for any error or omission contained in this publication and disclaims all warranties with regard to the information contained in it, including, without limitation, all implied warranties of merchantability and fitness for a particular purpose. CA ANZ is not liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with the use of this publication or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

Trust comes naturally to some professions. Take the recent survey ‘The future of trust' commissioned by Chartered Accountants Australia and New Zealand (CAANZ) which revealed that the top three trustworthy professions in New Zealand are doctors/nurses, engineers and teachers. It makes sense, at their core we must trust these professions with our health, safety and children. Hosted on Acast. See acast.com/privacy for more information.

Alison is a self-confessed lifeaholic who squeezes as much into her life, both personally and professionally as possible. Delivering commercial success and developing high performing teams is her day job, and in her spare time, she enjoys travelling the globe and keeping physically and mentally fit. Alison is the General Manager Finance for Scentre Group and a Fellow of the Chartered Accountants Australia & New Zealand (CAANZ) with over 20 years corporate and business experience, but she can’t stand being defined by a Job Title and fears the image that her fellowship might conjure up! She’s a passionate leader and Diversity and Inclusion advocate for her business and industry. She also sits on the NSW Regional Council for CAANZ and the Advisory Boards for a few start-ups. In this podcast we chat about: - Not ever settling - Hope is not a strategy - Being a little bit braver every day. Enjoy

Cyber security is one of the most significant risks that an organisation faces. ACCA and Chartered Accountants Australia and New Zealand's recent survey of over 1,500 members suggests that it is an issue that most accountants see as belonging to somebody else. Is this valid? What is the nature of threat? In our series of podcasts that accompany the report, Cyber and the CFO, Clive Webb, a Senior Insights Manager at ACCA and one of the report authors considers, with his guests, how the finance community needs to respond to the threat. To read the full report go to accaglobal.com/cyber-cfo. In the third podcast Paul Diamond, a senior Technology & Risk Director, with significant experience and a sustained record of success in the public and private sector considers the executive level view and why cyber risk matters. He also explores the role of standards and accreditations in managing the cyber risk, especially as these relate to the supply chain.

Cyber security is one of the most significant risks that an organisation faces. ACCA and Chartered Accountants Australia and New Zealand's recent survey of over 1,500 members suggests that it is an issue that most accountants see as belonging to somebody else. Is this valid? What is the nature of threat? In our series of podcasts that accompany the report, Cyber and the CFO, Clive Webb, a Senior Insights Manager at ACCA and one of the report authors considers, with his guests, how the finance community needs to respond to the threat. To read the full report go to accaglobal.com/cyber-cfo. In the second podcast Michael Hughes, a Partner at Haines Watts, United Kingdom, a Director – ISACA Central UK and Non-Executive Director of the CyberQ Group considers the business perspective of the cyber risk. Mike explores why cyber risk is not just about data privacy and why the two are often confused. He considers how the connected world of the Internet of Things is changing the cyber risk profile for organisations.

Cyber security is one of the most significant risks that an organisation faces. ACCA and Chartered Accountants Australia and New Zealand's recent survey of over 1,500 members suggests that it is an issue that most accountants see as belonging to somebody else. Is this valid? What is the nature of threat? In our series of podcasts that accompany the report, Cyber and the CFO, Clive Webb, a Senior Insights Manager at ACCA and one of the report authors considers, with his guests, how the finance community needs to respond to the threat. To read the full report go to accaglobal.com/cyber-cfo. In the second podcast Michael Hughes, a Partner at Haines Watts, United Kingdom, a Director – ISACA Central UK and Non-Executive Director of the CyberQ Group considers the business perspective of the cyber risk. Mike explores why cyber risk is not just about data privacy and why the two are often confused. He considers how the connected world of the Internet of Things is changing the cyber risk profile for organisations.

Cyber security is one of the most significant risks that an organisation faces. ACCA and Chartered Accountants Australia and New Zealand’s recent survey of over 1,500 members suggests that it is an issue that most accountants see as belonging to somebody else. Is this valid? What is the nature of threat? In our series of podcasts that accompany the report, Cyber and the CFO, Clive Webb, a Senior Insights Manager at ACCA and one of the report authors considers, with his guests, how the finance community needs to respond to the threat. To read the full report go to accaglobal.com/cyber-cfo. In the third podcast Paul Diamond, a senior Technology & Risk Director, with significant experience and a sustained record of success in the public and private sector considers the executive level view and why cyber risk matters. He also explores the role of standards and accreditations in managing the cyber risk, especially as these relate to the supply chain.

Cyber security is one of the most significant risks that an organisation faces. ACCA and Chartered Accountants Australia and New Zealand’s recent survey of over 1,500 members suggests that it is an issue that most accountants see as belonging to somebody else. Is this valid? What is the nature of threat? In our series of podcasts that accompany the report, Cyber and the CFO, Clive Webb, a Senior Insights Manager at ACCA and one of the report authors considers, with his guests, how the finance community needs to respond to the threat. To read the full report go to accaglobal.com/cyber-cfo. In the second podcast Michael Hughes, a Partner at Haines Watts, United Kingdom, a Director – ISACA Central UK and Non-Executive Director of the CyberQ Group considers the business perspective of the cyber risk. Mike explores why cyber risk is not just about data privacy and why the two are often confused. He considers how the connected world of the Internet of Things is changing the cyber risk profile for organisations.

Cyber security is one of the most significant risks that an organisation faces. ACCA and Chartered Accountants Australia and New Zealand's recent survey of over 1,500 members suggests that it is an issue that most accountants see as belonging to somebody else. Is this valid? What is the nature of threat? In our series of podcasts that accompany the report, Cyber and the CFO, Clive Webb, a Senior Insights Manager at ACCA and one of the report authors considers, with his guests, how the finance community needs to respond to the threat. To read the full report go to accaglobal.com/cyber-cfo. In the third podcast Paul Diamond, a senior Technology & Risk Director, with significant experience and a sustained record of success in the public and private sector considers the executive level view and why cyber risk matters. He also explores the role of standards and accreditations in managing the cyber risk, especially as these relate to the supply chain.

Cyber security is one of the most significant risks that an organisation faces. ACCA and Chartered Accountants Australia and New Zealand's recent survey of over 1,500 members suggests that it is an issue that most accountants see as belonging to somebody else. Is this valid? What is the nature of threat? In our series of podcasts that accompany the report, Cyber and the CFO, Clive Webb, a Senior Insights Manager at ACCA and one of the report authors considers, with his guests, how the finance community needs to respond to the threat. To read the full report go to accaglobal.com/cyber-cfo.In the second podcast Michael Hughes, a Partner at Haines Watts, United Kingdom, a Director – ISACA Central UK and Non-Executive Director of the CyberQ Group considers the business perspective of the cyber risk. Mike explores why cyber risk is not just about data privacy and why the two are often confused. He considers how the connected world of the Internet of Things is changing the cyber risk profile for organisations.

Cyber security is one of the most significant risks that an organisation faces. ACCA and Chartered Accountants Australia and New Zealand's recent survey of over 1,500 members suggests that it is an issue that most accountants see as belonging to somebody else. Is this valid? What is the nature of threat? In our series of podcasts that accompany the report, Cyber and the CFO, Clive Webb, a Senior Insights Manager at ACCA and one of the report authors considers, with his guests, how the finance community needs to respond to the threat. To read the full report go to accaglobal.com/cyber-cfo.In the third podcast Paul Diamond, a senior Technology & Risk Director, with significant experience and a sustained record of success in the public and private sector considers the executive level view and why cyber risk matters. He also explores the role of standards and accreditations in managing the cyber risk, especially as these relate to the supply chain.

Cyber security is one of the most significant risks that an organisation faces. ACCA and Chartered Accountants Australia and New Zealand's recent survey of over 1,500 members suggests that it is an issue that most accountants see as belonging to somebody else. Is this valid? What is the nature of threat? In our series of podcasts that accompany the report, Cyber and the CFO, Clive Webb, a Senior Insights Manager at ACCA and one of the report authors considers, with his guests, how the finance community needs to respond to the threat. To read the full report go to accaglobal.com/cyber-cfo. This first of three podcasts features Clive's fellow report authors, Geraldine Magarey of Chartered Accountants Australia and New Zealand and Philomena Leung and Christophe Doche both of the Optus Macquarie University's Cyber Security Hub. We explore the nature of the risk, how it is changing and why it is important for the finance community. What is the nature and extent of the cyber threat and how it may evolve in the future? Why does the finance community have an important role to play in managing the risk and how they can take active steps to ensure that appropriate recovery and remediation plans are in place?

Cyber security is one of the most significant risks that an organisation faces. ACCA and Chartered Accountants Australia and New Zealand's recent survey of over 1,500 members suggests that it is an issue that most accountants see as belonging to somebody else. Is this valid? What is the nature of threat? In our series of podcasts that accompany the report, Cyber and the CFO, Clive Webb, a Senior Insights Manager at ACCA and one of the report authors considers, with his guests, how the finance community needs to respond to the threat. To read the full report go to accaglobal.com/cyber-cfo. This first of three podcasts features Clive's fellow report authors, Geraldine Magarey of Chartered Accountants Australia and New Zealand and Philomena Leung and Christophe Doche both of the Optus Macquarie University's Cyber Security Hub. We explore the nature of the risk, how it is changing and why it is important for the finance community. What is the nature and extent of the cyber threat and how it may evolve in the future? Why does the finance community have an important role to play in managing the risk and how they can take active steps to ensure that appropriate recovery and remediation plans are in place? 

Cyber security is one of the most significant risks that an organisation faces. ACCA and Chartered Accountants Australia and New Zealand's recent survey of over 1,500 members suggests that it is an issue that most accountants see as belonging to somebody else. Is this valid? What is the nature of threat? In our series of podcasts that accompany the report, Cyber and the CFO, Clive Webb, a Senior Insights Manager at ACCA and one of the report authors considers, with his guests, how the finance community needs to respond to the threat. To read the full report go to accaglobal.com/cyber-cfo. This first of three podcasts features Clive's fellow report authors, Geraldine Magarey of Chartered Accountants Australia and New Zealand and Philomena Leung and Christophe Doche both of the Optus Macquarie University's Cyber Security Hub. We explore the nature of the risk, how it is changing and why it is important for the finance community. What is the nature and extent of the cyber threat and how it may evolve in the future? Why does the finance community have an important role to play in managing the risk and how they can take active steps to ensure that appropriate recovery and remediation plans are in place?

Cyber security is one of the most significant risks that an organisation faces. ACCA and Chartered Accountants Australia and New Zealand’s recent survey of over 1,500 members suggests that it is an issue that most accountants see as belonging to somebody else. Is this valid? What is the nature of threat? In our series of podcasts that accompany the report, Cyber and the CFO, Clive Webb, a Senior Insights Manager at ACCA and one of the report authors considers, with his guests, how the finance community needs to respond to the threat. To read the full report go to accaglobal.com/cyber-cfo. This first of three podcasts features Clive’s fellow report authors, Geraldine Magarey of Chartered Accountants Australia and New Zealand and Philomena Leung and Christophe Doche both of the Optus Macquarie University’s Cyber Security Hub. We explore the nature of the risk, how it is changing and why it is important for the finance community. What is the nature and extent of the cyber threat and how it may evolve in the future? Why does the finance community have an important role to play in managing the risk and how they can take active steps to ensure that appropriate recovery and remediation plans are in place? 

Amanda Martin is a Tax Principal at tax specialist firm, nsaTax Limited. Amanda advises on a wide range of taxation law and provides practical and plain English solutions for her clients. Amanda has a particular interest in the taxation of land and the recent legislative reforms to the taxation of residential land. Amanda has a Bachelor of Commerce and Bachelor of Laws and is a CA member of Chartered Accountants Australia and New Zealand with over 20 years’ tax advisory experience. Capital Gains Tax. As our country matures, is it time to not only tax the fruit of our labour and the leaves but now the tree itself? Please take the time to read the actual report and form your own opinions - https://taxworkinggroup.govt.nz/resources/future-tax-final-report 1 - What is 'Capital Gains Tax'. Simply put, it's taxing the tree. Currently in NZ you pay tax on income derived from physical exertion (labour) ie the fruit, you pay tax on earnings that come from capital (leaves), but you do not normally pay tax on the tree itself (the increase in the value of the capital itself). Under the proposed legislation the gain in the value of your capital whether held in property or shares (in Australasia) would be payable in addition to the income tax you paid in order to acquire that asset (as well as the dividend, interest or rental income also received.) a - Bright Line Test. Extended from 2 years to 5 years around this time last year, the gains made on residential property (outside of the primary residence) is already going to be taxed at your marginal tax rate. The proposed CGT may render this rule redundant. b- Ring-fencing of tax losses. This rule change is almost guaranteed to go through with an effective date being 1/4/19. If you make a 'loss' on a rental property traditionally you've been able to offset that against your personal income tax liability. These losses will soon be 'contained' and whilst it may offset future taxable income there may soon be no immediate tax relief that we currently enjoy. In an episode with accountant Karl Moreton, we delve deeper into these two issues separately (check it out) 2 - What's the likelihood that the proposed CGT will go ahead as proposed? Well, most would suggest it's a certainty that it will only proceed after some fine-tuning. Originally it was discussed the changes in tax around capital gains would be tax neutral, having the effect of redistributing wealth from the 'haves' to the 'have-nots'. This is where politics and the safety net of our democratic system come into play - assuming most Kiwi's understand the impact of the proposed CGT and express their opinion not just on facebook but at the polls - ultimately what's best for NZ is what the majority think it should be...right? 3 - How will the proposed tax changes affect the NZ Everyday Investor? This will impact every Kiwi - for richer or for poorer. Hopefully out of this there's going to be some healthy debate around the following questions: Will this be perceived to be 'punishing' those who take a risk, innovate, build wealth and employ Kiwi's? Even if it's not punitive, will it be perceived like that? Will the 'middle' or those aspiring to build wealth, pay the bulk of the cost for the upper 1% who will likely find ways still to avoid paying this tax? Will those with wealth move to another country? Will this remedy in any part the housing crisis? Some would suggest that the value of lower-priced homes (typically homes that are acquired by property investors) will fall at a greater rate relative to larger owner-occupied style homes (the 'mansion effect') Fair Dividend Rate (FDR) taxation rules applied to overseas shares will be more appealing now in light of a new CGT on the gains on shares held in Australia and NZ. Is this something that the NZX really needs right now and if seeking capital, would a startup or SME be able to resist a growing temptation to move off-shore? Covering a topic like Capital Gains Tax can be challenging to say the least - inevitably it gets clouded by our own political bias and pre-conceived notions around equality. To ensure a rational debate here we really should be looking primarily at the problem that the CGT attempts to solve, then after that ask this very important question - is this going to be an effective tool in solving that problem? NZ Everyday Investor Podcast: https://www.facebook.com/NZ-Everyday-Investor-338969376637717/ We’re keeping it real on NZ Everyday investor – we’re not journalists and this isn’t an interview – it’s a discussion, hosted by someone who’s genuinely into this sort of thing. If you like what we do, remember to subscribe to our show and share it with others – we’d really appreciate it! Do you know what else would make us rather pleased with ourselves? Write a review on facebook too! Where to find Darcy Ungaro: Ungaro &Co (registered) financial advisers https://www.ungaro.co.nz Facebook: https://www.facebook.com/UFinServ/?ref=bookmarks Instagram: https://www.instagram.com/ungaro.co.nz/ Help support the mission of our show on Patreon by contributing here: NZ Everyday Investor is on a mission to increase financial literacy and make investing more accessible for the everyday person!

Tony Johnson was appointed EY’s Oceania Managing Partner and CEO in January 2015. He is responsible for setting the strategy for the firm across the Oceania region and is focused on building a culture that supports EY’s values and delivers exceptional service to their clients. Tony is a fellow of the Institute of Chartered Accountants Australia and the Financial Services Institute of Australasia (Finsia). He is a member of the Institute of Company Directors and holds a Bachelor of Economics, Graduate Diploma of Applied Finance and a MBA (Executive). Take some time to listen to Tony's interview about authentic leadership and what this means to him both professionally and personally.

Single Touch Payroll reporting has started for employers with 20 or more employees, Assistant Commissioner John Shepherd talks to Michael Croker, Tax Australia Leader at Chartered Accountants Australia and New Zealand about the journey ahead.

On today’s show, Laura talks to Brian Smith, founder of UGG Imports about how he grew UGG into a successful business and the valuable lessons he learned along the way. Brian is Australian born and was raised with an enduring passion for surfing and the surf culture. In his youth, he enjoyed the epic waves on both coasts of his home country. He was educated at the Institute of Chartered Accountants Australia, where he received his first of many business credentials. After ten years as a public accountant, Brian felt a burning desire to do something that would fit his passion for surfing while looking for a business idea that would allow him to support himself. He turned in his resignation notice, got on a plane to the States, and became a regular at the classic surfing destinations up and down the southern California coastline. He called Malibu, Cardiff-by-the-Sea, and Swami’s Beach his “office.” One day, while pulling on his sheepskin boots after a cold surf session, he realized there were nothing like them available in California. He and a surfing buddy shipped six pairs from Australia to show them around, in search of interested takers. It was at this moment that the UGG brand was born. Brian called on every surf shop up and down the California coast, enthusiastically showing prospective retailers the UGG prototype. Most of the shop owners would deliver the same disappointing reaction: “Brian, we sell flip flops, not boots.” Not willing to give up his idea, he then embarked on a laser-focused effort to gain endorsements and support from the surf community of which he was becoming a respected member. Finally, with two young Pro-surfers on “the UGG team”, a new cult was born and “UGG” became the cool word on California campuses and beaches alike. Had he not diligently stuck to his vision, the idea of UGG Boots would never have come to fruition. Undaunted by the surf shop owners’ initial rejections, Brian forged forward with his dream and we all now enjoy our much loved and favorite casual footwear—our UGG boots. After 17 years, Brian sold his company and the brand to Decker’s Outdoor Corporation. With their resources, the “casual comfort” segment of the footwear industry came to life and the UGG Brand now garners more than a billion dollars of sales per year, year after year. Having developed the art of storytelling throughout the years, the stage became the perfect place for Brian to present to business owners the ups—and downs—of being an entrepreneur. He found that he not only enjoyed giving these talks, but his audiences were responding in wide embrace to his stories like he never could have imagined. The size and scope of the audiences grew and now he is one of the most sought-after speakers in the world today. He brings a magical mix of real world street smarts, kindness, compassion and respect for the entrepreneurial drive—all of which fits business of any size. And, yes, he still continues to surf when he’s not on tour. To book Brian Smith, please contact Kelly at (717) 781-0838 or Kelly@UGGfounder.com. Brian can be reached at Brian@UGGfounder.com.

In part 1 of this episode Assistant Commissioner John Shepherd talks to Michael Croker, Tax Australia Leader at Chartered Accountants Australia and New Zealand. They have a chat about Single Touch Payroll and how to get ready for the transition.

Welcome to the InspiringPearls of Wisdom – Podcast #55: Vulnerability  This week Kaz and Karen’s special guest is Kim Tiong the owner of 134 Matchsticks, a place where she enables her clients to transform their own lives by combining transformation coaching and change work.  Kim started her career as an external auditor at Deloitte and BDO. She left the corporate world as a senior audit manager to set up her own audit training business where she was invited to partner with organisations such as Chartered Accountants Australia and New Zealand, the Australian Institute of Management, CPA Australia and Sydney’s Professional Development Forum.  But Kim found she was still unfulfilled and through a series of life-changing decisions transformed her life at 31 by separating from her ex-husband, setting up her second business in her 3rd career and moving to a new city.  Many of her clients describe working with her as a journey of self-discovery which allows them todrop the mask and go on to achieve extraordinary results. Welcome Kim  Song Title Artist You tube link 1.   Vulnerable Roxette https://www.youtube.com/watch?v=GnGoLk8q7FQ 2.   It’s My Life Bon Jovi https://www.youtube.com/watch?v=vx2u5uUu3DE 3.   Fight Song Rachel Platten https://www.youtube.com/watch?v=xo1VInw-SKc 4.   Vulnerability Lou Lou https://vimeo.com/78132458 5.   Authenticity Tiffany Alvord https://www.youtube.com/watch?v=8G8ZEWd8-yI Please listen stop and listen to these songs as we introduce them, so you can truly understand why we chose these songs.  The links to the songs will be shared on InspiringPearls of Wisdom daily Wednesday to Sunday.  Also provide us with feedback.  You can connect with Kim via her website http://134matchsticks.com.au/   Until next time With Gratitude and Joy   Karen Chaston and Kaz(Karen) Pearce