The ATO have been making record referrals of SMSF auditors to ASIC, which they expect will continue to rise. In this podcast Kellie Grant, Director of the SMSF Approved Auditors Portfolio at the ATO, explains to Claire Grayston, CPA Australia’s policy adviser on audit and assurance, what the ATO are looking for in their reviews of SMSF auditors and shares the two new programs they are pursuing in 2018/19. Kellie sets out how the ATO are selecting auditors for review, what their expectations are of a compliant audit file, as well as the actions they take where breaches of the independence requirements or auditing standards are found. Kellie highlights what can be learnt from the latest case law and how the ATO can help SMSF auditors, including in identifying SMSF auditor number (SAN) misuse.
In this podcast, Clare Mann, Managing Director of Communicate31, and Tao de Haas, Registered Clinical Psychotherapist, Social Ecologist and Executive Coach, discuss team building, mentoring and coaching in the workplace.
Clare is a renowned Psychologist, best-selling author and Existential Coach. Her expertise in leadership, communications and psychology has led her to be one of the most sought after psychologists in Australia. She has published three books and contributed to six others, including a prescribed textbook on human resource management. Her inclusion in 50 Unsung Business Heroes (2015) positions her as a thought-leader and facilitator of change. She was also featured as one of the 25 Sydney-based entrepreneurs, start-ups and business owners in the inaugural edition of the Nifnex Business and Lifestyle Magazine. Her latest book “Communicate – How to Say What Needs to be Said, When it Needs to be Said, In the Way it Needs to be Said” has international acclaim with the foreword written by US Presidential Advisor and Best Selling Author, Doug Wead. Her unique style of communication enables her to make complex issues simple and immediately applicable to everyday problems.
Tao de Haas is a Registered Clinical Psychotherapist, Social Ecologist, Executive Coach and published author and is the co-author of “Leadership is upside down”. For many years he has presented training programs specifically for accountants and accountancy firms, including KMPG, Ernst & Young and PWC. With well over 30 years’ experience, Tao’s great passion is to help enrich people’s lives, personally and professionally. He specialises in emotional intelligence, effective communication skills, conflict resolution and management, and leadership development. Tao is a highly regarded and inspirational international presenter and teacher and has been a lecturer with various educational institutions. He has appeared on many TV and radio programs, including the Sunrise program, the 7.30 Report and Australian Story.
The Victorian Managed Insurance Authority (VMIA) is the Victorian Government’s captive insurer - but they do so much more. VMIA provide risk management advice to help government departments prepare for and prevent harm, and to recover rapidly if harm occurs. In this podcast episode you’ll hear from Andrew Davies, General Manager, Service Delivery at VMIA, as he discusses how VMIA use their privileged position to understand the risks health services face and how to mitigate harm, using risk management as a strategic enabler. Andrew is in conversation with Georgina Switkowski, Associate Director at NAB Health.
In this podcast episode, Clare Mann, Managing Director of Communicate31, Mark Ault FCPA, Principal of Aults Accounting & Tax, and Caroline Karavias, Professional Standards Onboarding Manager at CPA Australia, discuss practical ways to manage your client base in a positive way, from rehabilitation to dismissal.
Are you across the latest functions in Excel? In this podcast episode, Excel expert Neale Blackwood CPA takes you through the main functions that will assist accountants in their day to day work. Neale has more than 20 years' experience as an Excel expert, trainer and author.
Financial reporting has long been viewed as the main form of communication with investors. Emerging new technologies, new business models, and new industries have brought into question the relevance of accounting and financial reporting in their current form.
In this podcast episode, Professor Feng Gu, Chair and Associate Professor, Accounting and Law, School of Management at the University of Buffalo, will provide an overview on why financial statements have lost their relevance and what must be done to restore the relevance and viability of accounting and financial reporting in a modern economy. He will share insights, gained from writing his recent book The End of Accounting and the Path Forward for Investors and Managers and his thoughts on the reaction to the book. Professor Gu is in conversation with Ram Subramanian, Policy Advisor in Reporting at CPA Australia.
What is an investment policy and how do you form one? In this podcast episode, you’ll hear from Victoria Lindores, Senior Advisor in the Investment Advisory Practice at Pitcher Partners, as she answers these questions and more. Victoria will cover the risk and return balance, what to consider when running an investment advice tender, and what a new director or manager at a not-for-profit should look for in an investment policy. Victoria is in conversation with Jason Bertalli, Director of Franchise and Business Services at BNR Partners.
Strong problem-solving skills can make a huge difference to your career and the organisation you work for. In this podcast episode, you’ll discover different ways and models to approach a problem in your organisation, innovative ways to solve problems, such as avoiding group-think, and how to communicate your solution to get buy-in from senior management. This podcast episode features Phil Bickerdike, Regional Director Australia and New Zealand at LUMA Institute, and Bill Jarrod, Co-Founder and Innovation Facilitator at Mindwerx International. Bill and Phil are in conversation with Jayanthi Iswaran, Deputy Chair of the Women CPA Committee.
As the CEO for technology solutions company Hotline IT, Michelle Joosse CPA is thriving in a technical, male-dominated industry. In this podcast episode, Michelle tells her story on how a career in finance prepared her to become a CEO, the mistakes made and lessons learnt, and her top tips for anyone stepping up from a finance role to become a CEO. Michelle is in conversation with Coralia Mielczarek ASA, Management Accountant at STREAT Ltd.
The proposed changes to the small business capital gains tax concession are now law. In this podcast episode, you’ll hear from Mark Morris CPA, Professor of Practice at La Trobe University, as he discusses the major outcomes arising under this law. He uses practical examples to explain the complexities of the new law, outlines the four conditions that must be met to make a claim and how there are enormous benefits to clients if applied correctly. Mark is in conversation with Gavan Ord, Manager – Business and Investment Policy, at CPA Australia.
Not-for-profit organisations approach the treatment of cash in different ways. In this podcast episode, you’ll hear Andrew Gillon, Senior Investment Advisor – Pitcher Partners Investment Services, discuss whether cash can be considered a short, medium or long-term asset or investment, whether it is a secure investment, and whether cash should be considered part of any strategic asset allocation for a not-for-profit organisation. Andrew is in conversation with Murray Wyatt FCPA, Group Chairman, Director – Morrows. This is the fourth podcast in a five-part series with Pitcher Partners on key issues in the not-for-profit sector.
This episode covers the three different types of grid lines and why turning off your grid lines might make your charts look better.
In this episode, Neale takes you through an example of how to use ‘Find In Excel’, showing that when you’re using this function you may need to perform a few different finds to find everything that matches your search.
This episode covers the useful applications of the F5 function key, such as following links, the special button, blanks, identify and select errors, and more.
This episode covers the double life of the F4 key, demonstrating its ability to save you time by repeating what you’ve last done and pasting, and editing a formula.
The future of the healthcare sector is changing. Innovation, the patient experience and data visualisation are only some of the factors contributing to how leaders need to be thinking about financial sustainability. In this podcast episode, Dr. Avi Ratnanesan, CEO of Energesse, will discuss how healthcare sector leaders can frame the ‘big picture’ in the context of changing trends, funding models, value-based care and the needs of the workforce. Avi is in conversation with Tom Burton, Walkley award winning journalist, and Publisher of The Mandarin.
This podcast episode explores some of the key issues in cybersecurity for the not-for-profit sector. You will hear from Krist Davood, Principal at Pitcher Partners, who has over 28 years’ experience in government and corporate project environments. Krist is in conversation with Drew Fenton CPA, an experienced director with a demonstrated history of working in the insurance industry.
Change has become the new normal at work, but are you really equipped to deal with it, or even make the most out of it for your career? In this podcast episode, you will hear from Suzanne Waldron, leadership and behavioural change expert, on why the future of leadership is about social intelligence as processes are increasingly automated. She discusses how to prepare for change in your organisation and how you can build a culture of trust with the people you work with, ultimately building your career. Suzanne is in conversation with Kimberly White, Content Producer at CPA Australia. Suzanne Waldron is speaking at this year’s CPA Congress.
In this podcast episode, Race Strauss FCPA, Executive Manager Finance – Qantas Group, will show you why the best finance teams go beyond the numbers to build valuable insights for their organisation. You will find practical advice on why you need to understand the business beyond the functional work of your team, why building relationships and trust is crucial, and why you need to have the courage to back yourself to become a top performer.
This podcast episode was originally a presentation at CPA Congress 2016. Race Strauss FCPA is presenting at the World Congress of Accountants, taking place 5-8 November 2018 in Sydney.
Welcome to the CPA Australia and Pitcher Partners podcast series for the Not-for-Profit sector. In this five-part series, we discuss some of the key issues for those working in the NFP space, covering a different topic each podcast. Listen to the second topic “The NFP CFO of the Future” featuring expert presenter Mark Harrison – Partner / Executive Director of Pitcher Partners, Melbourne who responsible for leading the Business Advisory and Assurance offering; and Mel Yates, FCPA - Director of Reporting, Red Tape Reduction and Corporate Services at the Australian Charities and Not-for-profits Commission.
What do you need to add to your skill base for future success in your career? Tailored for accounting and finance professionals, this podcast episode will show you why hard skills are not enough to drive your career forward and why mastering your human skills will define your success. You’ll hear from CPA Congress speaker Sarah Godfrey, Psychologist and Director of Life Works When, in conversation with Kimberly White, Conference Producer at CPA Australia.
How do you drive change and innovation from within an organisation? In this podcast episode, Janett Egbar, Co-founder of the Centre for Intrapreneurship, takes you through a practical approach to innovating from within. She covers how innovation is really about identifying problems that need to be solved, covers the skills intrapreneurs need to start making a difference right away and how rather than being ‘blockers’, finance professionals should be brought into the conversation early to help innovation succeed. Janett is joined by Gavan Ord, Manager – Business and Investment Policy from CPA Australia.
In part five of our mini episode series on Excel tips for Accountants, Neale Blackwood CPA will discuss using cell comments in Microsoft Excel. Using cell comments are like 'Post-it notes' for cells and can come in very handy when you want to give your reader more information and context for the data it contains. (5 mins 8 sec)
In this podcast episode, Ian Raspin FCPA and Katerina Peiros TEP, discuss the distribution of deceased estates and the issues accountants should consider in estate planning.
Katerina is the founder of Hartwell Legal and Ian is the Director of Estates and Trusts at BNR Partners. Katerina is an accredited Wills and Estates Specialist and runs a specialist practice in this area. Ian specialises in the taxation of deceased estates and trusts, providing estate taxation solutions and advice to legal practitioners, executors and listed trustee companies across Australia. They are both published authors in this space and Ian is the author of two books: CGT on a Deceased’s Residence – A Tax Minefield and Taxation of Deceased Estates for Estate Practitioners.
In this podcast series with Pitcher Partners, we discuss some of the key issues for those working in the NFP space, covering a different topic each podcast. In this episode, we discuss things to consider before joining a not for profit board including assessing risk, getting to know the other board members and what you are expected to bring to the role. Matthew Pringle, Partner at Pitcher Partners provides insights and words of wisdom for those looking to join the board of an NFP.