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Showing 1431 - 1440 of 5855 results for "Profession"

William Buck merges with sixth firm

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
A Melbourne-based advisory firm has merged with William Buck as the latter continues its aggressive expansion strategy. BR Wellington is an accounting and business advisory firm and will rebrand as part of William Buck Australia and New Zealand. All ...

DDO nil-reporting rule scrapped

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... planners in relation to TMD, this administrative relief by the government is a welcome outcome for the financial planning profession. However, based on these proposed updates, the FPA is calling on ASIC to remove formal reporting periods which create ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
The take up of managed accounts continues to grow with the industry growing $15.8 billion in the last six months to $111 billion, new research shows. The Institute of Managed Account Professionals (IMAP) and Milliman's latest Managed Accounts FUM Census ...

InvestSMART launches installment investment product

KANIKA SOOD  |  MONDAY, 13 SEP 2021
The robo-adviser's new investment product allows lower-balance investors to invest $10,000 now in ETF portfolios with a $4000 initial investment, with the rest split into monthly installments. InvestSMART's fundlater loans the investor the remaining ...

Auditor referral threshold test troubling: SMSFA

ANNABELLE DICKSON  |  MONDAY, 13 SEP 2021
The SMSF Association is concerned that the introduction of a 20% threshold for auditor referral fees does not address at what point in time the threshold test must be considered or applied. The Accounting Professional & Ethical Standards Board introduced ...

Tax agent banned for dishonesty

ANNABELLE DICKSON  |  FRIDAY, 10 SEP 2021
... right thing, but where there are transgressions that put the integrity of the tax system and the reputation of the tax profession at risk, the TPB will act firmly and swiftly," TPB chair Ian Klug said. "Over 88% of consumers have high levels of trust ...

HESTA chief joins ICGN board

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
The International Corporate Governance Network (ICGN) appointed HESTA's chief executive to its board. HESTA's Debby Blakey has joined as a director and Australia's sole representative on the board. Also appointed, CalPERS board of administration Henry ...

MLC bolsters private equity team

ANNABELLE DICKSON  |  TUESDAY, 7 SEP 2021
MLC Asset Management has made three appointments to its New York-based private equity team. Laura Hotaling joined as portfolio manager from New York State Teachers' Retirement System (NYSTRS) where she was chief risk officer. She previously spent eight ...

Channel Capital hires from Dimensional

KANIKA SOOD  |  TUESDAY, 7 SEP 2021
The Sydney multi-boutique has appointed a Victoria-based institutional distribution director, hiring from Dimensional Fund Advisors. Henry Lyons joins its Melbourne office will be responsible for building Channel's strategic relationships with institutional ...

Gauging the Future Fund's MySuper potential

JAMIE WILLIAMSON  |  MONDAY, 6 SEP 2021
As calls for the Future Fund to become Australia's default superannuation manager are renewed, Rainmaker Information has run the numbers on what that might look like. Speculation over whether the sovereign wealth fund should be charged with managing ...