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Showing 181 - 190 of 868 results for "Accountants"

Advice firm hires for increasing regulatory environment

KANIKA SOOD | TUESDAY, 6 NOV 2018

... advice. She is a member of chartered accounts Australia and New Zealand and of South African Institute of Chartered Accountants, the association said. She has over 11 years of experience in audit, primarily with Grant Thornton South Africa, working with ...

Financial advice as charitable giving

JAMIE WILLIAMSON | MONDAY, 1 OCT 2018

... months, Ward is looking to take Leda's message to more high schools as well as establish referral partnerships with accountants, estate planning lawyers and other relevant service providers. In 2019, he hopes Leda will have gained the scale to employ ...

Easton buys SMSF service provider

KANIKA SOOD | THURSDAY, 20 SEP 2018

Easton Investments has acquired a company which authorises accountants to provide SMSF advice services. The SMSF Expert has a limited AFSL and runs a subscription-based model, providing dealer services including compliance, training, technical support ...

Chartered accountants largely FASEA compliant

JAMIE WILLIAMSON | THURSDAY, 20 SEP 2018

The Financial Adviser Standards and Ethics Authority should recognise the qualifications of chartered accountants in order to keep them in the financial advice industry. That is the view of Chartered Accountants Australia and New Zealand, saying the ...

Open APIs old news: Midwinter

HARRISON WORLEY | TUESDAY, 18 SEP 2018

... integration helps support advisers in the efficient delivery of advice by enabling effective collaboration across advisers, accountants and their clients with one consistent and up-to-date view of investment portfolios across both SMSF and non-super ...

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 ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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