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Showing 181 - 190 of 1125 results for "accountant"

Sequoia completes acquisitions

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
Seqouia Financial Group's subsidiary Docs Centre has completed the acquisition of corporate registry firm Panthercorp from Easton Investments and finalised a purchase of assets. The integrated financial services company funded the $1.7 million purchase ...

Integrity Life updates product offering

ANNABELLE DICKSON  |  MONDAY, 1 FEB 2021
... Integrity's Here for You policyholders can access a professional services benefit of up to $3000 reimbursed for an adviser, accountant or lawyer to prepare a plan. If the policy is for a business and the policyholder is the owner, partner, or shareholder ...

Six Park launches ESG options

ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
Six Park has launched its first range of sustainable portfolios in partnership with a Melbourne-based financial advice firm. The online investment manager partnered with Summerhill Financial Services to deliver sustainable portfolio options to existing ...

CountPlus firm completes tuck in acquisition

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
The ASX-listed advice and accounting group has continued to carry out its extensive growth strategy with one of its member firms completing a tuck-in acquisition of a separate member firm. Perth-based member firm Bentleys WA Pty Ltd has finalised terms ...

Vale Martin Heffron

ELIZABETH MCARTHUR  |  TUESDAY, 15 DEC 2020
Martin Heffron, one of the most respected experts in Australia's self-managed superannuation sector, has passed away suddenly after a brief illness. Heffron, the business that he co-founded with his wife Meg in 1998, sent a note to clients on 11 ...

CountPlus firm makes acquisition

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
The ASX-listed advice and accounting group has continued to carry out its extensive growth strategy with a further "tuck-in" acquisition. Melbourne-based member firm O'Brien Accountants & Advisers has acquired the accounting services of Hillard O'Donnell ...

Advice associations join forces

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
The Association of Independently Owned Financial Professionals (AIOFP) has formed a strategic alliance with Tax & Super Australia (TSA) in a bid to have a louder voice when lobbying for the industry. The alliance will have a membership base of 10,000 ...

ASIC takes SMSF accountant to court

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
... Investments Commission (ASIC) has commenced legal proceedings in the Federal Court against a Gold Coast-based SMSF accountant for failing to comply with an enforceable undertaking. Jenan Oslem Thorne, otherwise known as Cenan Thorne or Cenan Dikmen of ...

Responsible entity fined $2m

ELIZA BAVIN  |  FRIDAY, 20 NOV 2020
A court has found Theta Asset Management and its managing director contravened the Corporations Act on multiple occasions in authorising the issues of five defective Product Disclosure Statements (PDSs). The court has ordered Theta to pay a penalty ...

Audit inquiry overlooks vertical integration

KARREN VERGARA  |  THURSDAY, 12 NOV 2020
An inquiry into the quality of audits has fallen short of recommending the breakup of the largest four vertically integrated accounting firms in a bid to combat conflicts of interest. The Regulation of Auditing in Australia: Final Report, tabled in ...