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Showing 141 - 150 of 823 results for "Accountants"

Former MyPlanner adviser fails best interests test

JAMIE WILLIAMSON  |  WEDNESDAY, 5 SEP 2018
... AFSL for three years. In addition to being an authorised representative of MyPlanner, he is also a director of Future Accountants and Adviser which was a corporate authorised representative of MyPlanner. Allen had been licensed by MyPlanner since November ...

Zervides elected president of IPA Victoria

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
The founder of Australian Wealth Solutions has been elected to lead the Victorian arm of the Institute of Public Accountants. Australian Wealth Solutions director and senior financial adviser Sam Zervides was recently elected Victorian president of ...

BT overhauls life cover limits and definitions

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
... BT has also increased sum insured limits for other occupations under its Professional Package, such as doctors and accountants. Further, BT is streamlining the underwriting process for under-45 year applying for an income product by removing medical ...

Retirement planning is a personal responsibility

HARRISON WORLEY  |  FRIDAY, 27 JUL 2018
... technology in retirement. When it came to getting help with setting up retirement plans, about 40% of Australians think accountants will be able to help them, while about 20% of people will rely on the advice of their friends and family. SSGA's research ...

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... also recently proposed by ASIC in its review of SMSF advice. It is also calling for a specific education pathway for accountants providing SMSF advice under a limited AFSL. In contrast, wealthdigital technical manager Rob Lavery believes FASEA represents ...

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... into the advice space has dropped by 4% year-on-year. The commencement of licensing restrictions on 1 July 2016 meant accountants could no longer provide SMSF-related services without applying for a limited AFSL or becoming an authorised representative ...

Class streamlines investment solution

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
... analytics provider Simply Wall St, investors and financial planners can use the functionality, previously restricted to accountants. Class partnered with the online platform and mobile app in 2016, aiming to assist advisers make better informed decisions. ...

IPS triples funds under administration

HARRISON WORLEY  |  MONDAY, 21 MAY 2018
... truly gives its advisers a point of differentiation which helps them engage new clients and referral partners like accountants." The news comes after BTFG announced last week that its BT Panorama platform passed $10 billion in FUA, representing growth ...

Unlicensed SMSF advice not systemic: ASIC

HARRISON WORLEY  |  FRIDAY, 4 MAY 2018
ASIC has completed its review of unlicensed SMSF advice from accountants. The regulator found that there were no systemic concerns around the provision of unlicensed SMSF advice, but did note that the accountants reviewed had significant levels of inaccurate ...

Millennials faring well financially: BTFG

HARRISON WORLEY  |  MONDAY, 23 APR 2018
... preserve and grow their money. Having the right team supporting you including stockbrokers, financial advisers and accountants can make a world of difference to helping you feel and stay on top of your money matters now, and will also put you in good ...