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Showing 1 - 10 of 1116 results for "accountant"

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
Count Financial has reportedly wound up its restricted self-managed superannuation fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows ...

Vital Business Partners names chief executive

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
Vital Business Partners (VBP), part of AZ NGA's network, has appointed a new chief executive, replacing Nathan Jacobsen who joined the parent company as chief operating officer earlier this year but continued to oversee the management of VBP. VBP has ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
As the 2026 Budget promises "bold, broad and ambitious" tax reforms, in addition to easing cost-of-living pressures and strengthening fuel security, wealth managers decry investors and the economy will not come out on top. Last night, Treasurer Jim ...

SMSF Adviser Network shuts its doors, 85 advisers vanish from FAR

MATTHEW WAI  |  FRIDAY, 10 APR 2026
SMSF Adviser Network (SAN) has closed its doors and subsequently seen its entire fleet of 85 advisers delisted from ASIC's financial adviser register (FAR). SAN's representatives were predominantly accountants who operated under a limited licence ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
"I'm the eldest boy!" This is one of the most quotable quotes from the award-winning television show Succession, and while it is somewhat outdated for parents to leave behind their money, or legacy, to one child due solely to birth order or gender ...

Blue Owl says its private credit loan books remain healthy

RIDDHIMA TALWANI  |  FRIDAY, 27 MAR 2026
US alternative asset manager Blue Owl Capital, with over US$307 billion in assets under management, is not seeing any increase in defaults in its loans amid rising concerns over the health of the country's private credit sector. Speaking at the Asia ...

Advisers at the forefront of elder financial abuse prevention

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
... said, so they need to understand how to help and support them and be their advocates. "Sometimes it might only be their accountant, financial adviser or lawyer [they see] outside of the home. If there are red flags, you might be the ones that see them," ...

SMSF advice guidelines require improvement: AFCA

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
... Sidoti said. According to ASIC, clients may benefit from advice from various professionals, including an SMSF auditor, accountant or legal professional, but "people are moving into the SMSF space because they want control, and they need to be able to ...

Process to become an adviser remains 'unattractive': SMSFA

MATTHEW WAI  |  THURSDAY, 19 FEB 2026
SMSF Association (SMSFA) policy manager Keddie Waller said most measures intended to help boost the number of new entrants to the advice industry have been abandoned, at least for now. Speaking at the 2026 SMSF Association National Conference, Waller ...
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