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Showing 201 - 210 of 1117 results for "accountant"

Accountant convicted in fee no service scam

ELIZA BAVIN  |  MONDAY, 9 MAR 2020
A Melbourne-based accountant has been sentenced in the County Court of Victoria after pleading guilty to two charges of making false or misleading statements. The court found Jason Cullen, an accountant employed by an accounting and financial advisory ...

Stanford Brown hires Deloitte director, acquires firm

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
The Sydney wealth and advice firm has hired a senior director from Deloitte, as it kicks off its accounting offering with an acquisition of a local practice. Stanford Brown has appointed Dean Crossingham to head the accounting business. Crossingham ...

Art, rare coins cause issues for SMSFs

ELIZABETH MCARTHUR  |  THURSDAY, 20 FEB 2020
... Katrina Fletcher and ATO director Kellie Grant hosted a discussion panel at the conference. During the session, an accountant asked what to do with a client who has artworks and rare coins in their SMSF. Providing a real-life example, the accountant ...

Calls for review of advice regulation

HARRISON WORLEY  |  THURSDAY, 6 FEB 2020
... within a single regulatory framework," CPA said. "Depending on how the licensing and registration system is set up, an accountant in practice may need to hold multiple licenses and/or registration to be able to provide one piece of advice." The advocacy ...

Permanent ban follows alleged SMSF theft

HARRISON WORLEY  |  WEDNESDAY, 5 FEB 2020
A Sydney-based financial adviser has been permanently banned for allegedly transferring client SMSF funds to the trust account of a business she controlled. ASIC has permanently banned Sydney adviser Tram Tran, after it found the funds of her clients ...

Perth advice firm folds

KANIKA SOOD  |  TUESDAY, 4 FEB 2020
A Perth-based financial advice firm had to call in liquidators, with its directors blaming a 30% fall in its business revenue after the Royal Commission among other reasons. WA Wealth Managers (and WAWM Holdings Pty Ltd, as the main related firm) was ...

Advisers still unclear on referral rules

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 JAN 2020
The Financial Adviser Standards and Ethics Authority Code of Ethics which came into effect from the start of the year has left many unclear on what kind of referrals are allowed. Amid news at the start of the year that Mark Bouris' Yellow Brick Road ...

SMSF platform makes $25m acquisition

ALLY SELBY  |  TUESDAY, 28 JAN 2020
An ASX-listed SMSF technology platform has dropped $25 million on its first acquisition, in a bid to reinforce its position as a technology leader. Class will acquire all of the shares in corporate compliance and documentation platform NowInfinity by ...

Fraudulent adviser cops ban, jail time

ELIZABETH MCARTHUR  |  FRIDAY, 24 JAN 2020
... some of those funds to purchase a house in the Sydney suburb of Manly. "Mr Ellis was a trusted financial adviser and accountant, who misled his clients and misused their funds for the benefit of his own business," ASIC commissioner Danielle Press said. ...

DIY SMSF platform launched

ELIZA BAVIN  |  TUESDAY, 21 JAN 2020
... that enables trustees of SMSFs to manage their own fund has been launched. DIY Super Online (DIYSOL) was developed by accountant and SMSF trustee Jeff Bain who said the application was designed to save trustees money on accounting fees. "It makes no ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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