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Showing 171 - 180 of 869 results for "Accountants"

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 ...

Heffron reshuffles leadership

HARRISON WORLEY  |  FRIDAY, 29 MAR 2019
... will focus on our 2030 goals. "My passion is turning technical knowledge about SMSFs into something tangible that accountants and advisers can use in their practice to help their clients and grow their businesses. Both Martin and I look forward to playing ...

BGL announces new integrations

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
... self-managed super fund industry. Clients of Smarter SMSF generally include professionals working with trustees including accountants and financial advisers. BGL's managing director, Ron Lesh, said: "Smarter SMSF has been part of our ecosystem for a ...

SMSFA recognises member achievements

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
... throughout 2018. The SMSFA also recognised its two highest scoring exam participants in 2018, with Phi Nguyen of Curve Accountants recognised for his top score in the SMSF specialist adviser exam. Cutcher & Neale's Jace Pedonese was also recognised for ...

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 ...