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Showing 211 - 220 of 1117 results for "accountant"

SMSFA slams limited licensing

HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
... to be worked around." "If an SMSF trustee wants to seek advice regarding the establishment of a pension from their accountant, unlicensed accountants are unable to provide this simple advice," Maroney. "Licensed advisers can provide this simple advice ...

Sophistication: More than money

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
... someone with at least $2.5 million in investable assets and $250,000 in annual income. That's what qualifies them for the accountant's certificate." However, he said to meet best interests duty most good financial advisers would not look at clients in ...

Advice group appoints director

ALLY SELBY  |  TUESDAY, 17 DEC 2019
A financial advice group has appointed a new independent director, in a bid to grow the company in the current uncertain environment. Alexander Beard has been appointed as an independent non-executive director at Centrepoint Alliance, joining the group ...

Responsible entity declares insolvency

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
The responsible entity for the Australian Corporate Bond Trust has placed itself into voluntary administration. Theta Asset Management has appointed Worrells Solvency and Forensic Accountants as administrators of itself and Value Stream Investment Management. ...

Cbus enters corporate super

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2019
The $54 billion industry superannuation fund is dipping its toes into the world of corporate super, launching a new offering this week. Cbus officially launched its Cbus Corporate Super product on Monday for those who wish to join the fund via their ...

First Sentier adds to global leadership team

ELIZA BAVIN  |  MONDAY, 11 NOV 2019
... Agency. Lastly, Ben Marks has been appointed chief audit officer and will report to the board. Marks is a chartered accountant and a certified information systems auditor having worked in the financial services industry for over 30 years. He has previously ...

ASIC calls out accountants

ELIZA BAVIN  |  TUESDAY, 5 NOV 2019
The Australian Securities and Investment Commission said it does not believe accountants provide "more compliant or better financial advice" than financial advisers. In its submission to the Review of the Tax Practitioners Board released by Treasury ...

AustralianSuper adds former PwC partner to board

KANIKA SOOD  |  WEDNESDAY, 30 OCT 2019
... its board, after Don Russell moved to chair last month. Claire Keating has over 25 years of experience as a chartered accountant, specialising in superannuation and funds management. She held a number of management roles at PricewaterhouseCoopers, including ...

Stanford Brown eyes expansion

KANIKA SOOD  |  TUESDAY, 15 OCT 2019
The private wealth firm is gearing up to add to its offering, chief executive Jonathan Hoyle says. Stanford Brown's core business is private wealth but it offers ancillary services including mortgage broking, property buying and insurance. In the coming ...

AMPFPA selects law firm

JAMIE WILLIAMSON  |  TUESDAY, 15 OCT 2019
... to work again in the financial services industry for three years. "These people can't even leave and become an accountant or work as a cleaner in somebody's office," Macdonald said. The association said Corrs is currently undertaking a range ...