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Showing 131 - 140 of 825 results for "Accountants"

Accountant banned for bad SMSF advice

HARRISON WORLEY  |  TUESDAY, 19 FEB 2019
... out retirement planning and insurance. ASIC also determined that by recommending her accountancy practice - Saber Accountants - prepare the annual accounts and tax returns for SMSF clients, she had effectively recommended the services of a related party ...

ATO and TPB terminate tax agents

DARREN SNYDER  |  FRIDAY, 18 JAN 2019
The registrations of tax agents QTR Accountants and Nicoh Group were terminated this week following a joint TPB and ATO investigation. The Tax Practitioners Board (TPB) and the Australian Taxation Office (ATO) received 19 consumer complaints about the ...

AAT upholds AFSL rejection

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
... assets labelled as "cash held". The AAT found that Watson only held this amount during him time as a director of Advali Accountants Pty Ltd, but since his resignation he had forfeited this amount. Watson also falsely declared himself as an authorised ...

Class enhances XPLAN integration

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... Poynton said: "We're pleased to have developed this latest integration with XPLAN, which is set to be a game changer for accountants, advisers and their clients. This is just one example of the tool set Class is developing to support the adviser community ...

CountPlus acquires interest in integrated wealth firm

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
... accounting and financial advice firm, marking its first investment under its new business model. Taking a stake in O'Brien Accountants and Advisors, CountPlus made the first of an expected sweep of selective growth transactions under its new Owner, Driver ...

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
About one-in-three financial advisers aligned with some of Australia's largest institutions are female but women still represent less than one quarter of all advisers. Latest insight from Rainmaker shows the gender diversity of Australia's financial ...

More than half of advisers without association membership

JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
... members of CPA Australia while 1230 declare an affiliation with the SMSF Association. Meanwhile, the Institute of Public Accountants, Mortgage and Finance Advisers Association, he Finance Brokers Association of Australia and Association of Independently ...

Advice firm hires for increasing regulatory environment

KANIKA SOOD  |  TUESDAY, 6 NOV 2018
... advice. She is a member of chartered accounts Australia and New Zealand and of South African Institute of Chartered Accountants, the association said. She has over 11 years of experience in audit, primarily with Grant Thornton South Africa, working with ...

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
... months, Ward is looking to take Leda's message to more high schools as well as establish referral partnerships with accountants, estate planning lawyers and other relevant service providers. In 2019, he hopes Leda will have gained the scale to employ ...

Easton buys SMSF service provider

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
Easton Investments has acquired a company which authorises accountants to provide SMSF advice services. The SMSF Expert has a limited AFSL and runs a subscription-based model, providing dealer services including compliance, training, technical support ...