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Showing 171 - 180 of 871 results for "Accountants"

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 ...

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 ...