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Showing 161 - 170 of 868 results for "Accountants"

Commonwealth Bank mulls retail advice business sale

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... advice on equities. The business is separate from CommSec Adviser Services (CAS) which provides financial planners and accountants with investment services including trading, investment loans, and cash and term deposits. CBA's advice interests are ...

Will financial advisers cease to exist?

JAMIE WILLIAMSON  |  TUESDAY, 18 JUN 2019
... performance analysts believe their role will cease to exist in the coming years. Eleven percent of traders and 9% of accountants or auditors said the same.

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... also gained ground. The fastest growing advice group in the three years to December 2018 was the National Tax and Accountants Association, also known as SMSF Advisers Network. Over the three year period, the licensee went from just 11 advisers to more ...

Advice and accounting align post-Royal Commission: CountPlus

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... whitepaper argues that a new space defined by professionalism and quality advice outcomes is rapidly forming. Advisers and accountants will therefore need to adapt. CountPlus put together the paper based on CoreData research, which found that accounting ...

SMSF wind-ups spike: ATO

ELIZABETH MCARTHUR  |  THURSDAY, 9 MAY 2019
... longer or if there's no family support to continue," he said. He also noted the decrease coincides with many SMSF accountants deciding not to proceed with a limited licence so trustees would have been carefully considering whether to continue with ...

SMSF gender gap reduces over time

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
... Benchmark Report has become a key reference document for the industry, providing timely data and insights to support SMSF accountants, administrators and advisers," Day said. "The insights on average total fund balances in this quarter's feature were ...

Super, life risk face election test

HARRISON WORLEY  |  MONDAY, 6 MAY 2019
... again seen the superannuation system become a field for point-scoring politicians, according to Vincents Chartered Accountants superannuation director Brett Griffiths. Despite years, even decades, of continuous reform, the Labor party is looking to implement ...

New role for former ClearView executive

HARRISON WORLEY  |  WEDNESDAY, 17 APR 2019
A former head of dealer group services at ClearView Wealth joined a firm helping accountants looking to expand into financial planning. Crescere Partners appointed Andrew O'Riordan as operations manager as the firm grows to meet the increasing demand ...

YTML expands team, signs new client

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 APR 2019
... RetireInvest. Thom has work with a range of stakeholders in the past including dealer groups, practices, advisers and accountants to deliver technology solutions for improved business efficiency. Coinciding with the new appointment, YTML has also signed ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... The move comes as First Point Wealth Management launches a range of multi-asset portfolios for financial planners, accountants and direct retail investors. "We selected [Managed Accounts Holdings] because they provide a nimble and flexible platform to ...