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Showing 261 - 270 of 869 results for "Accountants"

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... Collins SBA also has a large and successful accounting practice makes the decision all the more satisfying as we know accountants have been looking for a better way for their clients to be served in the wealth sector for many years now," Burridge said. ...

ASIC watching SMSF advice closely

JAMIE WILLIAMSON  |  MONDAY, 20 FEB 2017
... that people have thought about how they do want to manage that aspect of their business going forward. Of course, accountants can also become authorised under another person's AFSL or enter into some sort of partnership with another licensee to deal ...

Magellan COO departs for family office job

ALEX BURKE  |  FRIDAY, 17 FEB 2017
... Before Magellan, Campbell was chief financial officer at UBS AG. She is also a member of the Institute of Chartered Accountants and a fellow of the Financial Services Institute of Australasia. Her new role is as a director at AM & AB Campbell, a private ...

Ignition Wealth launches goals-based investing

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
... Richard Liverpool explained the company was responding to an urgent demand from their business sectors; advisers, accountants, super funds, wealth managers and distribution groups, for a client-centric investment solution that demonstrates a deeper level ...

KISS selects SMSF compliance software provider

ALEX BURKE  |  MONDAY, 13 FEB 2017
... software and Portal by BGL to be a 100% paperless and flexible workplace so we've never been cloud phobic, but like many accountants we didn't want to dive straight in when Simple Fund 360 was first released." "Our business is all about being simple ...

AMP cops short-term pain

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... actually giving advice to customers, rather than people with an authorised representative status. That therefore excludes accountants who provide auditing services and paraplanners in practices assisting advisers," AMP chief executive Craig Meller said. ...

Infocus scores exclusive referral to 450 offices nationwide

ALEX BURKE  |  MONDAY, 6 FEB 2017
... throughout the country and prepares more than 800,000 tax returns each year. Under the referral arrangement, H&R Block accountants will refer clients looking for advice to Infocus. Infocus will manage a dedicated call centre to facilitate this. The "initial ...

CPA creates planner education solution

EMMA RAPAPORT  |  FRIDAY, 20 JAN 2017
Participants who complete four new financial planning subjects under a program from Certified Practicing Accountants Australia will have the knowledge requirements to attain RG 146. According to the CPA Australia website, the Financial Planning Fundamentals ...

Former ClearView chair joins CountPlus

ALEX BURKE  |  TUESDAY, 17 JAN 2017
... Class, Countplus picked it up and the Class platform ended up being, in Lambert's words, "a big lift" for Countplus accountants. He said: "Other people signed up, because they figured that if Barry Lambert was involved it must be good. Fortunately, it ...

BT strategist joins growth fund board

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2017
... industries. He is a chartered accountant and a member of the Australian Institute of Company Directors and Chartered Accountants Australia and New Zealand. Freeman has been with BTFG for more than 27 years, holding senior roles such as general manager ...