Small Firm, Big Impact: Recent Episodes
CA Catalyst
The type of disruption that most Public Practice accounting firms are facing right now is a once-in-every-few-centuries event. Disruption today is more than just changes in technology landscape, the regulatory environment or the nature of competitors or customers — it’s all of them, all at once and it’s the new norm. These forces are completely reshaping the profession, the capabilities needed to keep pace and business models to stay competitive.
During this podcast series we'll be speaking to those responsible for the changing landscape as well as hear from experts and CA's who are harnessing the disruption to their benefit and gain inspiration from their journeys, a taste of what it takes to shape the practice of tomorrow.
In this episode of Small Firm, Big Impact, we unpack the key updates from the recent Australian Federal Budget 2026-27 and what they mean for accounting firms and their clients.
Treasurer Jim Chalmers has handed down one of the most significant budgets in recent times, with fundamental changes to taxation of capital and trusts.
Our host, Zoe Delamare, Public Affairs Lead, is joined by Susan Franks CA, Australian Tax and Superannuation Leader and Tony Negline CA, Superannuation and Financial Advice Leader, to dive into the changes and what CA ANZ members need to know.
In this episode, we discuss:
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Changes to the minimum tax on discretionary trust distributions
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How to advise super fund clients
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The impact of capital gains tax changes and valuation
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Practical ways to support clients
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How we can advocate for members
Resources mentioned:
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CA ANZ Budget coverage
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Federal Budget webinar recording
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Visit the podcast page for more resources
See omnystudio.com/listener for privacy information.
In this episode of Small Firm, Big Impact, we unpack how the ATO manages remission of the General Interest Charge (GIC) and what it means for accounting firms and their clients.
With rising cost pressures and increased scrutiny, GIC is becoming a bigger issue in practice. But how remission decisions are made, and why outcomes can vary, is not always clear.
Our host, Lisa Lintern, is joined by Ruth Owen, Inspector-General of Taxation and Taxation Ombudsman, who shares insights from a recent review into GIC remission, and the key issues raised by CA ANZ members.
In this episode, we discuss:
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How the ATO approaches GIC remission decisions
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Why inconsistency occurs, and what’s changing
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When practitioners should consider applying for remission
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Practical ways to support clients facing growing GIC
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What informal review options are available if decisions are declined
Resources mentioned:
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CA ANZ submission on GIC remission
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Tax Ombudsman review into GIC remission
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ATO changes to GIC remission (January 2026)
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Visit the podcast page for more resources
See omnystudio.com/listener for privacy information.
Join Tax Management New Zealand (TMNZ) Strategic Advisor Chris Cunniffe FCA, as he reveals the findings of the 2025 Inland Revenue Satisfaction Survey, a joint initiative between TMNZ and Chartered Accountants Australia and New Zealand.
Chris provides insights into New Zealand’s rising tax debt, what agents think about IR’s increasing tax audit engagements, the rollout of the Government’s Investment Boost policy, and the experiences of tax agents dealing with Inland Revenue.
Resources referred to in this episode:
- IR Satisfaction Survey Results slides
- Smaller Practices Centre
- Contact the podcast
Note: this episode was recorded in December 2025.
See omnystudio.com/listener for privacy information.
Join Lisa Lintern, Chartered Accountants ANZ (CA ANZ) Group Executive External Affairs as she interviews Naomi Walsh FCA, the new CA ANZ President, about her goals for the year ahead.
Naomi shares her passion for supporting regional members, celebrates the diverse career paths Chartered Accountants can pursue, and highlights the importance of core skills and ethics in emerging fields like AI and sustainability.
Tune in for practical insights and inspiration for smaller firm leaders and ambitious CAs.
Resources referred to in this episode:
- Naomi’s President’s Letter in Acuity (link to come)
- The latest CA ANZ Remuneration Survey (link to come)
- The CA ANZ Commitment
- Contact the podcast
See omnystudio.com/listener for privacy information.
Kristen Wydell, General Manager – Professional Standards, returns to Small Firm, Big Impact to demystify Certificates of Public Practice (CPP) for members based in Australia.
Listen along for a clear, practical walkthrough of CPP’s for CA ANZ members. We unpack what a CPP is, who must hold one, key eligibility checklists, and application guidance.
We also explain the benefits of holding a CPP, your ongoing obligations, the consequences of providing services without a CPP, and how to cancel or re-apply when your circumstances change.
Resources referred to in this episode:
- Regulation CR2 Certificate of Public Practice
- Regulation CR3 Public Practice Regulation
- For support contact the Professional Standards Team
- PODCAST: CA ANZ’s Professional Standards Scheme – your questions
- Smaller Practices Centre
- Contact the podcast
See omnystudio.com/listener for privacy information.
Ruth Owen, the Taxation Ombudsman is back on Small Firm, Big Impact to unpack the findings of the recent review into the ATO’s Registered Agent Phone Line. If you’ve ever faced long wait times, struggled to get the right advice, or wondered what’s being done to improve your experience as a registered agent, this conversation is for you.
Ruth shares what the review uncovered, the recommendations made to the ATO, and how these changes could impact your day-to-day work. We also discuss the future of Online Services for Agents (OSfA), the importance of connecting with knowledgeable ATO staff, and how you can get involved in shaping the next round of improvements.
Plus, get a sneak peek into the upcoming review of the ATO’s remission of general interest charge (GIC) - a hot topic for many agents.
Tune in for practical insights, expert commentary, and resources to help you stay ahead in practice.
*Update 4 December 2025: The Tax Ombudsman’s refreshed work plan FY25/26 (referenced at 18:55 in this episode) has been released with Compromised Accounts deferred and replaced with the ATO’s use of Director Penalty Notices.
Resources referred to in this episode:
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CA ANZ submission on ATO Registered Agent Phone Line
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Tax Ombudsman report on Registered Agent Phone Line
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Tax Ombudsman review of Online Services for Agents (review yet to commence)
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Tax Ombudsman review of ATO’s management of remission of the general interest charge (GIC) (submissions closed)
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CA ANZ submission to Tax Ombudsman’s review on remission of general interest charge
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CA ANZ submission on the draft ATO concessions framework
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CA ANZ response to Tax Ombudsman’s 2025-26 work plan (May 2025)
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CA ANZ submission to Tax Ombudsman’s 2026 workplan refresh (November 2025)
- Tax Ombudsman’s refreshed work plan FY25/26
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Smaller Practices Centre
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Contact the podcast
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Small Firm, Big Impact podcast
See omnystudio.com/listener for privacy information.
In March, 2025 the new CA ANZ Professional Standards Scheme was approved by the Professional Standards Council. CA ANZ has provided a scheme for Australian members in practice since 1997. Kristen Wydell FCA, CA ANZ General Manager – Professional Standards, joins host Gillian Bowen to explain this latest development and what it means for CA ANZ members in public practice.
Resources referred to in this episode:
- CA ANZ’s Professional Standards Scheme | CA ANZ
- New CA ANZ Professional Standards Scheme approved in Australia | CA ANZ
- Sharing Knowledge Webinar
- The Scheme and Professional Indemnity insurance | CA ANZ
- Professional Standards Council and Professional Standards Authority | CA ANZ
- Current Scheme Documents | Professional Standards Councils
- Minimum Professional Indemnity (PI) Insurance calculator | CA ANZ
- Your Professional Standards Scheme self checkup | CA ANZ
- Professional Standards Support | CA ANZ
- CA ANZ podcast page
See omnystudio.com/listener for privacy information.
The New Zealand Government has unveiled Budget 2025, which includes an ‘Investment Boost' to accelerate depreciation, significant changes to KiwiSaver, and additional funding for Inland Revenue. Peter Vial FCA, CA ANZ New Zealand Country Head, and John Cuthbertson FCA, CA ANZ New Zealand Tax and Financial Services Leader join Daniel Webster, CA ANZ New Zealand Public Affairs Manager in this special episode of Small Firm, Big Impact to unpack the announcements. As with any budget, there are winners and losers – tune in to hear the team's analysis, straight from the Beehive Lock-up.
Resources referred to in the episode:
- CA ANZ’s 2025 NZ Budget Coverage
See omnystudio.com/listener for privacy information.
In this episode, host Gillian Bowen explores the cutting-edge advancements transforming the audit profession. Joined by Steven Watson FCA, Managing Director at National Audits Group and Masood Mehmood FCCA, CA, CA ANZ Senior Policy Advocate - Reporting and Assurance, the discussion looks at how Gen AI, automation, and other innovative tools are changing the audit process, enhancing efficiency, and ensuring higher quality outcomes. The discussion also addresses the opportunities and challenges for audit firms, especially smaller-sized practices, and highlights the new CA ANZ resource, Audit and technology playbook: A practitioner’s guide. Find out how to stay competitive in a tech-driven environment and gain valuable insights from our experts.
Resources referred to in this episode:
- Audit and technology playbook: A practitioner’s guide
- Acuity article on the guide
- CA ANZ Cyber Security Playbook
- CA ANZ’s Certificate in AI Fluency
- CA ANZ’s micro courses
- Exploring the IESBA Code - A Focus on Technology guide
- IESBA’s Technology-related Revisions to the Code
- IAASB ISA 220 (Revised), Quality Management for an Audit of Financial Statements
- IAASB ISA 315 (Revised), Identifying and Assessing Risks of Material Misstatements
- International Standard on Quality Management (ISQM) 1
See omnystudio.com/listener for privacy information.
Small Firm, Big Impact Host Gillian Bowen catches up* with Ruth Owen, the Inspector-General of Taxation and Taxation Ombudsman, about crucial updates and insights that Chartered Accountants need to know. Hear about recent focus areas for the Tax Ombudsman, including ATO service standards and ATO letters. Ruth also shares valuable information on the role of the Tax Ombudsman, elimination of the backlog for the complaints line and how you can effectively address and escalate client issues. This discussion gives a useful update on the evolving landscape of tax administration and how the Tax Ombudsman can also assist with Tax Practitioner Board matters.
Resources referred to in this episode:
- Tax Ombudsman website
- Tax Ombudsman’s work plan
- Tax Ombudsman’s systemic review of the effectiveness of the ATO’s registered agent phone line
- Poll on the ATO’s registered agent phone line
- Tax Ombudsman’s review of ATO letters and written communications
- Escalate complaints about the ATO with the Tax Ombudsman via its website or telephone on 1300 44 88 29 (1300 IGT TAX)
*This episode was recorded on 2 April 2025.
See omnystudio.com/listener for privacy information.
The Treasurer handed down his fourth Federal Budget on March 25, 2025, and his last before the Australian election.
CA ANZ experts were in the Budget lock-up to analyse the announcements, including tax cuts, a missed opportunity for small business and proposed sanctions for tax agents.
Tax, Superannuation, and Financial Advice Leader Susan Franks CA joined Gillian Bowen to go through the announcements that impact Chartered Accountants.
Resources referred to in the episode:
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Check out CA ANZ’s Federal Budget Coverage
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Visit the Smaller Practices Centre
See omnystudio.com/listener for privacy information.
If you’re a smaller practice, you may be wondering about the implications of mandatory sustainability assurance on your firm and your clients, and what the practical application of the new International Ethics Standards for Sustainability Assurance (IESSA) will look like.
To help explain – the Chair of the International Ethics Standards Board for Accountants (IESBA) Taskforce that developed them, Mark Babington FCA (ICAEW), sat down with host Gillian Bowen when he was in Sydney in February, to explain what smaller firms should know about the value chain, the resources available to help accountants and the opportunities this journey toward sustainability assurance can present.
Mark, who’s also the Executive Director of Regulatory Standards at the UK Financial Reporting Council, encouraged accountants to take up the opportunity to shape methodology and practice, in this important time of generational change.
Resources referred to in the episode:
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IESBA:
- Basis for conclusions - IESSA
- Final Standard - IESSA
- CA ANZ’s submission to the IESBA on the Proposed IESSA
- IESBA Website
- Contact IESBA
- PODCAST: What’s next for ethics and the profession?
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IAASB Website
- SME sustainability hub
- CA ANZ Sustainable Business page
- Sustainability Tools & Resources
- Sustainability Assurance playbook
- Submissions to the IAASB, AUASB and XRB on sustainability assurance
- Check out the Smaller Practices Centre
- Check out Small Firm, Big Impact on the CA ANZ website
See omnystudio.com/listener for privacy information.
Grant Ellis FCA is the CA ANZ President for 2025 and he sat down with Small Firm, Big Impact host Gillian Bowen, to share insights into his storied career, how he became a CA, his journey with CA ANZ and the value of an engaged membership.
Find out what’s ahead with the CA ANZ strategy and why he’s remaining focussed, like his predecessors, on the future of the profession and the talent pipeline.
Resources referred to in this episode:
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Get in contact with the President
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Find out more about CA ANZ's Regional Councils and Committees
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Explore the Make Epic Things Happen campaign
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Download the High School Toolkit
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Read more about the New CA Pathways
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First letter from the 2025 CA ANZ President
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Ten years on: marking the coming together of ICAA and NZICA
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Check out the Smaller Practices Centre
See omnystudio.com/listener for privacy information.
At the end of his year as CA ANZ’s 2024 President, Tinashe Kamangira FCA returns to Small Firm, Big Impact to reflect on his conversations with members, the challenges and opportunities facing smaller firms he met with, and what’s on the horizon for the profession in 2025. Tinashe also shares his experience of going back to school – talking to high school students about making epic things happen with a career in accounting.
Resources referred to in the episode:
- Grant Ellis FCA elected CA ANZ President for 2025
- CA ANZ’s Smaller Practices Centre
- Update your communication preferences
- Download CA ANZ’s High School Toolkit
- The new CA Pathways
- Check out the episode with the IESBA Chair: What’s next for ethics and the profession?
- Small Firm, Big Impact page on the CA ANZ website
See omnystudio.com/listener for privacy information.
As a tax professional – do you know how to recognise the signs of the tax system being used for financial abuse? Experts in this area believe tax professionals are uniquely poised to recognise people experiencing intimate partner financial abuse, with the annual tax return providing a regular contact point. Associate Professor Ann Kayis-Kumar, the Founding Director of the UNSW Tax and Business Advisory Clinic, and Jasmine Opdam, Senior Policy and Advocacy Officer at Redfern Legal Centre’s Financial Abuse Service NSW join Gillian Bowen to explain financial abuse, how the tax system is abused by perpetrators and how tax professionals can start to recognise the signs.
Resources referred to in the episode:
- CA ANZ Article: ‘Financial abuse in the tax system – recognise the signs’
- Register for the Sharing Knowledge session ‘Recognising the signs of client financial abuse’
- CA ANZ submission to Australian parliamentary inquiry: Financial Services Regulatory Framework in Relation to Financial Abuse
- Contact the CA ANZ Professional Standards Team for practical guidance on the ethics and rules related to a professional issues such as financial abuse
- CA ANZ Smaller Practices Centre
- Contact the UNSW Tax and Business Advisory Clinic to get involved
For anyone personally experiencing financial abuse support is available:
In Australia refer toYourtoolkit.com
In New Zealand refer toGood Shepherd
All CA ANZ members can access free EAP support
Financial counselling and pro bono tax services:
- National Debt Helpline: 1800 007 007
- Small Business Debt Helpline(national): 1800 413 828
- National Tax Clinic Program(for tax clinics in each state)
Financial abuse specialist legal and non-legal support:
- Financial Abuse Service NSWat Redfern Legal Centre (New South Wales): 0481 730 344
Family and domestic violence support services:
- 1800 RESPECT(24-hour national helpline): 1800 737 732
- Men's Referral Service: 1300 766 491
- Lifeline(24-hour crisis line): 131 114
- Relationships Australia: 1300 364 277
Additional workplace resources:
UN Women resource (AU):Domestic and Family Violence is a Workplace Issue - The Facts
UN Women resource (AU):Workplace Action on Domestic and Family Violence – Tools and Resources
UN Women resource (AU):A Framework for Workplace Action on Domestic and Family Violence
Employment NZ resource (NZ):Rights for Employees Affected by Domestic Violence
Employment NZ resource (NZ):Managing Family Violence Leave
See omnystudio.com/listener for privacy information.
A Bill has been introduced into the Australian parliament to reform the Australian anti-money laundering and counter-terrorism financing regime. This episode explains to CA ANZ members what’s in the Bill, how it may impact you, your business and your clients and when to start getting ready to comply. CA ANZ Senior Policy Advocate for Business Reform, Jill Muir joins Gillian Bowen for this practical discussion.
Resources referred to in the episode:
- Media statement on AML/CTF Bill
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CA ANZ Q&A on Australia's AML/CTF regime
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Contact the CA ANZ Business Reform team
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AUSTRAC’s topic-based videos
See omnystudio.com/listener for privacy information.
In this episode, hear directly from two employers on why they get their employees to do the CA Program over other offerings, and how it benefits your business. You’ll hear how graduates bring immediate value and have the skills for what businesses need in the future. Erinn Stanley CA, a manager at mid-tier accounting firm William Buck, and Justin Enright CA, a managing partner at Morse Group join Gillian Bowen to explain the CA Program difference.
Resources referred to the in episode:
- CA Program information for employers
- CA Program information for employees
See omnystudio.com/listener for privacy information.
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.
The Federal Budget has been handed down, so what’s the impact for Chartered Accountants? There is little in the way of substantive tax reform but there are announcements regarding ATO funding and powers, payday super and the instant asset write-off that members will need to be across for their clients. CA ANZ Senior Tax Advocate Susan Franks and CA ANZ Superannuation and Financial Services Leader Tony Negline were in the Budget lock-up in Canberra on Tuesday (14/05/2024) and have discussed some of what’s been revealed with Gillian Bowen.
Check out all of the CA ANZ Federal Budget analysis
See omnystudio.com/listener for privacy information.
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.
Do any of your business clients owe money to the Australian Tax Office? There is more than $50B of collectable tax debt to collect. 65% relates to small business so the answer is likely YES. There’s a major change coming on interest deductibility which CA ANZ members need to know about. From July 1, 2025, the general interest charge and the shortfall interest charge will become non-deductible, increasing the cost of tax debt. It means businesses will have a strong incentive to obtain finance from banks instead of sitting on tax debt and they’ll be looking to accountants for help. Senior Tax Advocate Susan Franks CA joins host Gillian Bowen to go through what’s changing, what accountants can do to help their clients and where to find resources.
Register for the Director Penalty Notices Webinar in June – link coming soon!
Read more in Susan’s article
Register for ONLINE EVENT – Australian Federal Budget 2024
Check out the Small Firm, Big Impact podcast page
See omnystudio.com/listener for privacy information.
Want to save 30 minutes a day, and your team too, right now using GenAI? The next 26 minutes is so action-packed with straightforward, real-world practical tips, you’ll be questioning why you haven’t been using artificial intelligence this way already to improve efficiency and productivity at work. Chartered Accountant, and GenAI expert, Kayur Patel CA returns for Part 2 of this two-part special on artificial intelligence and everyday accounting. He and host Gillian Bowen dive into GenAI use-cases (text, data and bespoke) available to accountants today, particularly those in small and medium-sized practices. Get ready to take notes!
Resources referred to in the episode:
- GenAI for SMPs (Part 1) - focused on the big picture of GenAI: What is it, the current state of play, the impact on workplaces and what’s around the corner?
- CA Library Artificial Intelligence general reading list
- CA Library articles/resources involving AI and accountancy:
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- AI and the transformation of the CFO role (Isaac Heller, Strategic Finance, January 2024)
- Generative AI in accounting applications (Kelly Richmond Pope et al, Strategic Finance, November 2023)
- Writing advanced Excel macros with GPT-4 (Fidel Dhana, Journal of Accountancy, November 2023)
- Six principles for the effective use of artificial intelligence large language models (Daniel Street et al, CPA Journal, Nov/Dec 2023)
- Accounting in the age of generative AI (Tala Khalifeh, Strategic Finance, October 2023)
- Innovative processes in finance and accounting (AI and automation) (Vineet Jain, Strategic Finance, October 2023)
- Generative AI and risks to CPA firms (Sarah Beckett Ference, Journal of Accountancy, October 2023)
- The future of accounting: how artificial intelligence is revolutionizing the field (ACCA & Learn Signal, 31 October 2023)
- Ethical principles apply to AI (Accounting) (Daniel Butcher, Strategic Finance, August 2023)
- Using ChatGPT with Excel (Kelly L. Williams, Journal of Accountancy, April 2023)
- The future of finance with ChatGPT and Power BI: transform your trading, investing, and financial reporting with ChatGPT and Power BI (James Bryant & Aloke Mukherjee, Packt Publishing, 2023. eBook)
Small Firm, Big Impact podcast page
See omnystudio.com/listener for privacy information.
It’s time to check-in on the fast-moving world of artificial intelligence (AI) and learn how it’s impacting workplaces in 2024. Kayur Patel is a Chartered Accountant, and lecturer at the University of Auckland, who specialises in Generative AI. It’s his job to explain the state of play and to help educate accountants and their clients on how GenAI works, what it means for their businesses and why GenAI has a role in the future.
This discussion takes place over two episodes. Part 1 sets the scene while part 2 focuses on accounting-specific use cases for small and medium-sized practices.
Resources referred to in Part 1:
- CA Library Artificial Intelligence general reading list
- CA Library articles/resources involving AI and accountancy:
- AI and the transformation of the CFO role (Isaac Heller, Strategic Finance, January 2024)
- Generative AI in accounting applications (Kelly Richmond Pope et al, Strategic Finance, November 2023)
- Writing advanced Excel macros with GPT-4 (Fidel Dhana, Journal of Accountancy, November 2023)
- Six principles for the effective use of artificial intelligence large language models (Daniel Street et al, CPA Journal, Nov/Dec 2023)
- Accounting in the age of generative AI (Tala Khalifeh, Strategic Finance, October 2023)
- Innovative processes in finance and accounting (AI and automation) (Vineet Jain, Strategic Finance, October 2023)
- Generative AI and risks to CPA firms (Sarah Beckett Ference, Journal of Accountancy, October 2023)
- The future of accounting: how artificial intelligence is revolutionizing the field (ACCA & Learn Signal, 31 October 2023)
- Ethical principles apply to AI (Accounting) (Daniel Butcher, Strategic Finance, August 2023)
- Using ChatGPT with Excel (Kelly L. Williams, Journal of Accountancy, April 2023)
- The future of finance with ChatGPT and Power BI: transform your trading, investing, and financial reporting with ChatGPT and Power BI (James Bryant & Aloke Mukherjee, Packt Publishing, 2023. eBook)
- CA Library articles/resources involving AI and accountancy:
- Small Firm, Big Impact episode from Season 3: Accounting and generative A.I.
See omnystudio.com/listener for privacy information.
The results are in – and it’s CA ANZ’s ‘early-career’ members who are more likely to receive the highest percentage pay increase compared to their more experienced colleagues.
They expect more too.
So which members received higher bonuses and performance pay?
What about additional benefits?
And what’s the latest on the gender pay gap for chartered accountants?
If you haven’t had time to go through the latest CA ANZ Remuneration Survey Report – this episode is for you.
Charlotte Evett FCA, General Manager NZ Regions joins Gillian to take members through key data, and what it all means in the fight for talent and your plans to secure a pay increase.
2023 CA ANZ Remuneration Survey Report
Exclusive insight into remuneration in your region – log into My CA.
CA ANZ Gender Equity Charter & Playbook
WGEA Gender pay gay definition
Small Firm, Big Impact podcast page
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.
Members regularly get in contact with the CA ANZ Tax Team for support on addressing issues with the Australian Tax office. Many are frustrated with declining service standards, especially how long it is taking the ATO to address issues and poor communication from the ATO.
In this episode, Senior Tax Advocate Susan Franks CA explains how to get improved service, what CA ANZ is doing to advocate on behalf of members, the resources CA ANZ has available to help and what’s on the agenda for next year.
Useful links:
- Sharing Knowledge:
- Lodgement Tips and Tricks (October 26, 2023)
- Inspector General of Taxation and Taxation Ombudsman Update (October 19, 2023)
- ATO Debt Collection (REGISTER NOW: 7 December, 2023)
- Receive Tax News: Members can sign up for a tax newsletter from the CA ANZ Tax Team by updating ‘My Preferences’ in My CA
- Email the CA ANZ Tax Team or give us a call
See omnystudio.com/listener for privacy information.
Global Ethics Day is an opportunity to pause and reflect on the importance of ethics in the daily work of accountants and its role in maintaining public trust in the profession more broadly. This episode examines what behaving with integrity and ethical intent looks like – and how ethics underpins the Chartered Accountant designation. We explore the trusted relationship between CA and client, the benefits of trust, what damages trust, the professional fall out when it’s broken and how your membership body is helping.
Host Gillian Bowen interviews:
- Dr Lisa Marriott FCA, School of Accounting and Commercial Law at Victoria University of Wellington and an Extraordinary Professor at the University of Pretoria in South Africa
- Geraldine Magarey FCA, CA ANZ General Manager for International Development
Check out our new hub created especially for Global Ethics Day. Details about the complimentary micro course – Conflicts of Interest – can be found there as well as our new Trust CPD course, which has just launched.
CA Advisory Group Episode: How to get help with ethical dilemmas
Information on the Member Vote
The Future of Trust report
Check out the CA Library
Useful Harvard Business School resources available in the CA Library
See omnystudio.com/listener for privacy information.
Note: A heads up for our listeners, the following episode discusses mental health. If this raises any issues for you, please reach out. The contact numbers for support services are listed in the episode description or CA ANZ members can also find support by searching for ‘CA Wellbeing’ on our website.
CA ANZ past President Jane Stanton FCA is a thoughtful, compassionate champion for good mental health – and she’s on a stigma-busting mission. This episode of Small Firm, Big Impact explores Jane’s lived experience of mental ill health and the tools she used to balance work expectations. Learn how to set up mentally healthy workplaces and the supports available to you as a CA ANZ member.
CA Wellbeing (including the Employee Assistance Program)
Other support services:
Lifeline on 13 11 14 (AU) or 0800 543 354 (NZ)
Beyond Blue 1300 22 4636 (AU)
Samaritans 0800 726 666 (NZ)
SANE Australia
Mindframe
If it’s an emergency triple zero 000 (AU) or triple one 111 (NZ)
A full list for Australia can be found here
A full list for NZ can be found here
Our words matter: Guidelines for language use
See omnystudio.com/listener for privacy information.
Facing a complex ethical dilemma is a challenge and there’s no need to do it alone. The CA Advisory Group (CAAG) offers members free and confidential guidance to help them choose a course of action. In this episode, two senior members of the CA ANZ community explain what CAAG is, the sorts of challenging ethical situations it can help with and how to access it.
Ross Jackson FCA, NZ CAAG Chair and Merran Brooks FCA, NSW CAAG Member join Gillian to discuss this important CA ANZ service.
CA Advisory Group Information
Other useful resources:
Ethics Hub – support and guidance for members : In this hub you’ll find up to date information, tools and resources and our Practical Ethics Advice article series to help you manage ethical dilemmas in your workplace. CAAG sits here.
Practical Ethics Advice Series: The Professional Standards team have created an article series based on real and current ethical issues raised by actual members. These topics range from: “How to handle a potential client with a criminal record,” “What can I share?” “How to manage third party requests for information” to “How to solicit new clients without crossing ethical lines”.
The Professional Standards and Ethics Advisory Team: the team is available Monday to Friday (excluding public holidays) by telephone and also email. Get in touch here.
The discussions in this episode are general in nature and each matter brought to CAAG is individually assessed to determined if it’s suitable for CAAG.
See omnystudio.com/listener for privacy information.
Climate-related disclosures, the impact on businesses and the role of accountants is front of mind right now. The International Sustainability Standards Board (ISSB) has released its first two standards: IFRS S1 General Requirements for the Disclosure of Sustainability-related Financial Information and IFRS S2 Climate-related disclosures.
The standards establish a baseline of sustainability disclosures, enabling companies to provide decision-useful sustainability information to capital markets.
So while the initial focus might be on the big end of town, there IS a crucial role for SMPs to play.
This episode with Chartered Accountants ANZ Sustainability and Business Reform Leader Karen McWilliams FCA explains why smaller and medium sized practice Members should care and the impact heading their way.
Sustainability offers a great opportunity for CA ANZ Members to support their clients and to build their knowledge in this space and wait until you see the resources.
As promised, Gillian and Karen have compiled the list below.
HELLO RESOURCES (!!):
CA ANZ Media Release on the ISSB’s first two standards
Action by SMEs is key to a more sustainable world
New insights give small businesses practical sustainability tools
New sustainability guide for not-for-profits and charities
Australian Treasury consultation – climate-related financial disclosure: Second consultationAustralian Treasury consultation – climate-related financial disclosure: Second consultation
Practical guidance on preparing for the ISSB’s sustainability disclosure standards | CA ANZ (charteredaccountantsanz.com)
Sustainability assurance – seize the opportunity
CA ANZ launches Carbon Accounting FAQs
Sustainability Roadmap - Chartered Accountants Worldwide
MICRO COURSES:
New micro courses empower future-focused finance professionals | CA ANZ (charteredaccountantsanz.com)
Sustainability essentials - micro course (charteredaccountantsanz.com)
Sustainability reporting - micro course (charteredaccountantsanz.com)
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Do you spend much time thinking about your potential or the potential of your business? What about how to REACH your full potential?
Learn about the gap between your potential as a human and what we believe we can do – personally and professionally.
This tailored discussion for SMPs and sole practitioners between Andy Fell, GiFT 631 Founder and Leadership/Business coach, and Gillian, promises to get the brain going.
Among the topics: how to silence your inner critic, understanding if time manages you or you manage time and why greatness requires stillness.
And what's ‘The Rocking Chair Test and ‘The Whale Report’ – both could be key to your future success.
Find out more about Andy Fell and GiFT631 here
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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 here
See omnystudio.com/listener for privacy information.
The Public Practice Program (PPP) prepares practitioners for future success as a partner or sole practitioner. It’s designed to empower new practitioners with the practical business management skills, as well as a thorough grounding in the regulatory framework, required for managing a successful practice now and in the future.
The PPP has been revamped - with practitioners in New Zealand and Australia recently getting a taste of the refreshed leading-edge program.
This episode sits down with two facilitators – one from New Zealand and one from Australia – who helped bring the new program to life and are out teaching it as we speak.
Jason Driscole CA and Kathryn Tarr CA join Gillian to explain why it’s useful for SMPs.
Check out the Public Practice Program on the Chartered Accountants ANZ website
See omnystudio.com/listener for privacy information.
Now the dust has settled on the Federal Budget (AU) – this episode takes Australian members through the impacts on them and their clients.
Senior Tax Advocate Susan Franks and Superannuation and Financial Services Leader Tony Negline CA have more detail than what was revealed on budget night. Hear about what the Australian Tax Office is planning to target this tax time, feedback from members on key changes, insights on non-arm’s length income and the realities of the payday super measure. Plus Tony’s team has some new research to share on the long-term impact of Labor’s new superannuation tax.
Read our budget analysis and watch our Sharing Knowledge webinar here
Find the Sharing Knowledge webinar on payment plans that Susan mentions here
Podcast episode: The ATO's New Working from Home Deduction Method
See omnystudio.com/listener for privacy information.
It’s been labelled a ‘No Frill’s budget’ by a ‘Bread and Butter’ Government – but what's actually in the 2023 New Zealand Budget?
Hear from CA ANZ NZ Country Head Peter Vial FCA on the CA ANZ perspective on the 2023 NZ Budget, fresh out of the Beehive Budget lock-up.
Did it strike the balance to address New Zealand’s infrastructure deficit and cost of living crisis, without increasing inflation? Were there any tax surprises? What did the business sector get?
All this and more is answered in this special NZ Budget edition of Small Firm, Big Impact, hosted by NZ Public Affairs Manager Daniel Webster.
Read our full NZ Budget coverage here
And members will be able to access our Sharing Knowledge webinar here
See omnystudio.com/listener for privacy information.
There’s a lot of buzz around generative A.I. and the impacts it’ll have on workplaces. There are lots of arguments for and against for using it – where does your accounting practice sit? This episode we explore the current state of play through the lens of one small accounting practice. How is it being used, what are the benefits, what are the risks and what’s next. How can members help members come on this tech journey. Meryl Johnson CA, Bean Ninjas Founder joins Public Affairs Manager Gillian Bowen to explain.
Meryl’s A.I. research
For our Melbourne based members – VIC Building Knowledge Series: Chat GPT, GPT-4 and Beyond
ZDNET Chat GPT Article
See omnystudio.com/listener for privacy information.
What do you think about professional development? Is it something you look forward to as an opportunity to gain new skills or is it more a requirement you struggle to fit into your working day. This episode explores the benefits of professional development: to your small business, your staff (if you have any) and yourself, and how to find time to regularly fit it in. Among the types of PD we explore, the 1% improvement rule – now that sounds manageable!
Professional development is an important part of being an effective chartered accountant – it helps maintain the quality and expertise of the profession. While it’s a requirement to be a CA ANZ member, can looking at it through a different lens, reinvigorate your approach?
Leadership expert and bestselling author Suzi McAlpine joins Gillian to explain.
CA ANZ CPD requirements
Suzi’s blog – The Leader’s Digest
PS. Apologies about the computer pings during the record.
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Small Business Restructuring is where a chartered accountant, their client and a registered liquidator work together to deal with the debts of the small business before it’s too late. This episode uses a real-world example of the process in action to show how it all works and explains to CA ANZ members the steps to take to get their client started. The key – acting early. Find out what’s holding members and clients back, the role of a registered liquidator (RL) and why using an RL will improve your relationship with your client. Registered liquidator and trustee in bankruptcy Andrew Barnden FCA (Director, Rodgers Reidy) and CA ANZ Senior Policy Advocate for Business Reform Jill Lawrence join Gillian to explain.
CA ANZ Helpsheet: Insolvency reforms to support small business
The chartered accountant's role in insolvency and restructuring
Find a registered liquidator
Read more about the Small Business Restructuring Process in Acuity
REP 756 Review of small business restructuring process | ASIC
Show website
podcast@charteredaccountantsanz.com
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Ponder this: "The only people who get upset when you set boundaries are the ones who benefited from you having none."
How’s it feeling in your office right now? This episode’s guest says it’s like riding a rollercoaster. With just how hard accountants have worked since the pandemic, we’re focussing this episode on how to find a better work/life balance and dive into what’s getting in the way of you achieving it. From finding and keeping the right clients, to what you charge and the services you offer, to setting boundaries – you’ll walk away with a lot to think about and some actions to take to make it better. We also go through how to disengage clients, nicely, to make sure your client base is right for your firm. Amanda Gascoigne FCA, a CA ANZ member and accounting coach, mentor and consultant, joins Gillian Bowen to explain how to get off the treadmill.
Find Amanda Gascoigne on LinkedIn
Amanda in Acuity
Podcast email: podcast@charteredaccountantsanz.com
Show website
How to become a Chartered Accountant
FEE-HELP – opening the CA ANZ talent door
Auditing and Reporting Changes in 2023
Accountant’s Financing Letters
Remuneration and the fight for talent
Cybersecurity for SMPs
The ATO’s New Working from Home Deduction Method
See omnystudio.com/listener for privacy information.
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.
Let’s be frank. We can listen better. That can be difficult when we’re genetically coded to be distracted and the world is full of notifications. If we can listen better to current/future clients, colleagues, employees, and bosses – the benefits are business-changing. This episode explains why we get distracted, uncovers bad listening habits, and offers practical solutions. You’ll find out how to have shorter, more effective meetings. You’ll learn what your ‘Listening Villain’ is and how it’s impacting your workplace. You’ll learn about the ‘Five Levels of Listening.’ There’s so much to think about in this episode, you’ll be pausing or listening to it twice. Join author and global listening expert Oscar Trimboli as he explains the art of listening and the consequences of doing it badly, to Gillian Bowen.
From Oscar:
Why complete the Listening Quiz?
Consider this:
- Everyone can see in colour, yet we all listen in monochrome.
- You spend 55% of your day listening, yet only 2% of people know how to listen.
- The Cost of Not Listening is confusion, conflict, and chaos.
How to become a Chartered Accountant
Auditing and Reporting Changes in 2023
Accountant’s Financing Letters
Remuneration and the fight for talent
Cybersecurity for SMPs
The ATO’s New Working from Home Deduction Method
See omnystudio.com/listener for privacy information.
It’s shaping up to be another big year when it comes to accounting standards and auditing changes. This episode of Small Firm, Big Impact with Amir Ghandar FCA – Chartered Accountants ANZ Reporting and Assurance Leader, takes you through what small and medium sized practices and entities can expect, where they can find the resources to help them and the latest on CA ANZ’s advocacy work as it aims for simplicity and pragmatism.
Here’s are some helpful links to the resources Amir and Gillian talk about:
Essential guides: Reporting
Essential guides: Assurance
QM Hub
Subscribe to R&A News through My CA Communication Preferences
Sharing Knowledge Session: R&A Essential Update
How to become a Chartered Accountant
Other episodes:
Accountant’s Financing Letters
Cybersecurity for SMPs
The ATO’s New Working from Home Deduction Method
Contact Gillian about the podcast: podcast@charteredaccountantsanz.com
See omnystudio.com/listener for privacy information.
Have you been asked by your client to provide an accountant’s letter to a financier to help them secure a new loan or mortgage? Are you unsure how you should respond, the risks and where you stand legally? This episode of Small Firm, Big Impact takes you through the latest guidance from Chartered Accountants ANZ. It explores the legal implications for accountants of financing letters, why it’s recommended members exercise a high degree of caution, and the importance of sticking to the facts. Plus, we take you through what CA ANZ is telling lenders about accountant’s financing letters. Chartered Accountants ANZ General Manager – Professional Standards Kristen Wydell FCA joins CA ANZ Public Affairs Manager – Australia, Gillian Bowen to explain.
Read more about this on our website.
Contact The Professional Standards Team
The ATO's New Working from Home Deduction Method
Cybersecurity for SMPs
How to become a Chartered Accountant
Get in touch with the podcast: podcast@charteredaccountantsanz.com
See omnystudio.com/listener for privacy information.
There are more accounting jobs than ever and the fight for talent is on. The 2022 Member Remuneration survey provides critical insights for accountants during this skills shortage crisis. This episode takes you through the data – who got paid what, how the profession’s gender pay gap is tracking and the latest on career breaks. There’s analysis on what it means for you and your business plus practical steps on how SMPs can use the survey’s results to attract and retain employees. And you don’t want to miss Tinashe Kamangira FCA, CA ANZ Vice-President and Director at Deloitte Australia explaining how he takes his parental leave to care for his young sons. There are also some great personal insights from this episode’s experts: Chartered Accountants ANZ CEO Ainslie van Onselen and General Manager, NZ Regions Charlotte Evett CA.
Host: CA ANZ Public Affairs Manager – Australia Gillian Bowen.
CA ANZ 2022 Member Remuneration Survey
Narrowing your Gender Pay Gap Playbook
How to become a Chartered Accountant
Get in touch with the podcast: podcast@charteredaccountantsanz.com
See omnystudio.com/listener for privacy information.
Are you an SMP lying awake at night wondering if there’s a cyber-criminal already in your digital systems waiting to pounce? Do you have enough cyber-security measures in place to protect your clients’ critical information? It can be overwhelming knowing where to start to minimise risk, especially when it feels like some of the nation’s biggest players aren’t even safe. This episode of Small Firm, Big Impact explores why small businesses, particularly accountants, are seen as “easy targets” and provides the steps you need to take to protect yourself and your clients. Plus we answer some big questions – to pay or not to pay and who’s liable? Accenture Australia & New Zealand Security Director Jacqui Kernot and Accenture Australia & New Zealand Cybersecurity Strategy, Managing Director Anu Kukar CA join CA ANZ Public Affairs Manager - Australia Gillian Bowen to explain.
Cybersecurity Hub, Playbook and Sharing Knowledge
Anu’s Acuity Article
Have I been pwned?
LinkedIn Learning
How to become a Chartered Accountant
Find out more about Accenture
Get in touch with the podcast: podcast@charteredaccountantsanz.com
See omnystudio.com/listener for privacy information.
In the blink of an eye COVID-19 transformed how we work, and as the line between the home and work office blurred, the Australian Tax Office rolled out a short-cut deduction method to help workers at tax return time. The height of the pandemic is over but flexible working arrangements are here to stay, so what's ahead for you and your clients? This episode of 'Small Firm, Big Impact, explains the new short-cut method, why it's less generous, the records you and your clients need to keep, and whether the 'actual method' may deliver a bigger tax return. Chartered Accountants ANZ's Tax and Financial Services Expert Michael Croker joins CA ANZ Public Affairs Manager - Australia Gillian Bowen to explain.
Draft Practical Compliance Guideline
CA Library
LinkedIn Learning
How to become a Chartered Accountant
Get in touch with the podcast: podcast@charteredaccountantsanz.com
See omnystudio.com/listener for privacy information.
Host John Schol FCA chats to GrowthMD’s Kelly Chard CA and Brad Turville from Modern Firm Practices about how to move from a jack of all trades to a specialist. They discuss the advantages and the downsides, and how do you decide what to specialise in? Do it right - and as well as attracting more business, you may open the door for opportunities for your own career development.
Chartered Accountants ANZ offer niche areas of the profession that you can specialise in. Explore how you can become a CA Specialist here.
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Host John Schol FCA, speaks to former CA ANZ president and Grant Thornton partner Darren Scammell FCA, along with Antz Rohan CA, director at Fairground Limited, about the very real bottom-line benefits that flow from ESG and integrated reporting. They also outline how to go about it, and where the best place is to start.
Find out more information on integrated reporting here.
See omnystudio.com/listener for privacy information.
Host John Schol FCA talks to Greenlion director Felicity Hill CA and Dr Marcus Bowles, chair of the Institute for Working Futures, about the skills accountants need to thrive over the next 10 years. They outline what key capabilities your firm should have right now, and how to develop them for the future.
CA Capability+ helps you identify and build the capabilities you need to stay relevant, succeed and prosper in the accounting profession, now and into the future. Start your CA Capability+ assessment here.
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Host John Schol FCA chats with Georgina Tate, HR Manager at HLB Mann Judd, Sydney and Lachie Shannon, a culture and performance specialist as they share their insights in fostering talent, the best way to approach training programs, and how to use a growth roadmap to identify skills development.
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More data is being created each day than ever before, but how can you harness its powers to benefit you and your clients, as well as keep it secure so you stay on the right side of the law? In this episode, host John Schol CA, CEO at Malloch McLean, speaks with Sarah Giannikouris, Director TCA Accountants & Bookkeepers and Vinay Iswar CA, Managing Director, betterCo. who share their expertise on the benefits of data capture, analysis, and keeping it secure. Listen here and discover how data makes your practice smarter.
See omnystudio.com/listener for privacy information.
This episode of Small Firm Big Impact is all about advisory. What is it? What are the best methods of implementing it? And how do you reap the benefits of it once you’ve developed it? Sharing their insights and expertise on how to start simply, ask the right questions, and develop your advisory, is Katie Bryan CA and Steve Mundy CA.
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In this episode of Small Firm Big Impact, John Schol asks the big question - is compliance really on the brink of extinction? With his guests Paul Young and Matthew Prouse, they look at best practice, areas of growth, and how to remain competitive in the compliance space. To learn about the new era of compliance and its favourable future, listen in here.
See omnystudio.com/listener for privacy information.
In this efficiency focused episode of Small Firm Big Impact, John and his guests Aly Garrett FCA and Clayton Oates discuss best practices, the systems and processes that would enable better collaboration, higher value outputs and better operational efficiencies. They cover everything from automation and system integration to how to monitor your tech stack. If you’re ready to take the next steps to free up capacity within your operations, tune in for tips on how to transition to a more efficient and effective practice.
See omnystudio.com/listener for privacy information.
This episode of Small Firm Big Impact is focused on building a positive impact with clients. John’s guests Mark Jenkins CA and Stacey Price CA share advice on the strategies and work practices to build meaningful and results oriented interactions and relationships with clients. They also explore useful tools and technology that can enhance the experience, as well as some excellent ideas for client acquisition.
See omnystudio.com/listener for privacy information.
In the first episode of Small Firm Big Impact, host John Schol and guests Amanda Gascoigne FCA and Chaz Prezident CA delve into the evolution of the public practice landscape - taking a look at the new challenges and opportunities, as well as revealing how to best care for your own business and people.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for privacy information.
Chartered Accountants Australian & New Zealand is about to release a brand new and exciting podcast.
Designed to help our practice members take full advantage of the digital disruptive opportunities sweeping the accounting profession.
Make sure you subscribe today and be among the first to hear episode one when it drops.
See omnystudio.com/listener for privacy information.