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Showing 111 - 120 of 1811 results for "accounting"

Younger women embrace geared strategies: Data

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
... from 84,000 in 2023 to 100,000 in 2024, with pre-retirees (55-64) now making up 12% (up from 7%) and retirees (65+) accounting for 8% (up from 6%). However, despite the growth, the margin lending usage has dipped 2% to 48%, Investment Trends said the ...

PM Capital confirms proposal to acquire Platinum funds

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... exchange for their PMC shares, with the exchange ratio based on the relative net asset values of both funds, after accounting for transaction costs. Based on the latest NTA figures, the PMC deal would see shareholders pocket 0.685 PGF shares for each ...

AZ NGA positions for growth with key appointment

JAMIE WILLIAMSON  |  MONDAY, 24 FEB 2025
... shareholders." For her part, Blackledge said she is looking forward to joining the group. "AZ NGA, in partnership with quality accounting and advice businesses, is investing in the future of the sector, and I'm excited to be part of that and make a meaningful ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... advisers will need to meet minimum study requirements in relevant financial concepts such as finance, economics or accounting. They will also need to complete financial advice subjects covering ethics, legal and regulatory obligations, consumer behaviour ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... advisers will need to meet minimum study requirements in relevant financial concepts such as finance, economics or accounting. They will also need to complete financial advice subjects covering ethics, legal and regulatory obligations, consumer behaviour ...

Future Fund reaches value of $237.9bn

ELIZA BAVIN  |  WEDNESDAY, 5 FEB 2025
... the six other funds managed by the board to $66.7 billion, from $60.4 billion at 31 December 2023. "This was after accounting for $790 million in payments to support various policy initiatives including medical research, the work of the Indigenous Land ...

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
... also took a 20% stake in Melican Financial Planning and added Murdoch Private Wealth to its licence. Melican provides accounting, mortgage broking, SMSF, and financial advice based in Victoria's Greensborough. Murdoch Private Wealth was onboarded ...

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
... in 2025. Additionally, 29% are eager to allocate a moderate 10% or more to private market investments, collectively accounting for almost 60% that are changing their investment strategies. Hamilton Lane head of private wealth solutions Steve Brennan ...

Auditors tighten fist on greenwashing

ROSE MARY PETRASS  |  TUESDAY, 28 JAN 2025
... auditors. The new standards permit internal auditors' involvement, while Australia may see a ban. Three of the Big Four accounting houses - Deloitte, KPMG, and PwC - support a ban, as do the major industry associations. Specialist fund manager Impax ...

Government to streamline financial reporting

ELIZA BAVIN  |  FRIDAY, 24 JAN 2025
... is the next step in forming Australia's institutional arrangements with a new single entity for the setting of accounting, sustainability, auditing and assurance standards. "The Albanese government is streamlining Australia's financial reporting ...