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Showing 271 - 280 of 1117 results for "accountant"

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
About 20% of FINSIA's adviser members will leave the advice industry if they are forced to undertake additional postgraduate study. According to a survey conducted by the industry body in support of its submission to the Financial Adviser Standards ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... any financial disadvantage. According to the report, about half of all SMSFs established in 2017 were done so by an accountant, while 23% were established by a financial adviser between 2015 and 2017. The financial advice sector has significant work ...

Sequoia sells direct equities business

ALEX BURKE  |  FRIDAY, 22 JUN 2018
... including the purchase of My Own Super Fund's client base and employed its founding director Mark Phillips as head accountant to the companies' numerous SMSF administration businesses.

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
About half of all accounting firms are considering a move into financial planning. According to Commonwealth Bank, 43% of Australia's accounting firms are planning to add or grow their wealth management and financial planning capabilities in the ...

Class streamlines investment solution

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
Class has made a new functionality available to financial planners to directly access specific information about investments. Under Class' partnership with data and analytics provider Simply Wall St, investors and financial planners can use the functionality ...

Industry fund calls for tougher SMSF rules

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... low returns and hidden costs. "One member with an account balance of $100,000 was advised to go into an SMSF by her accountant. Another member was given bad advice and set up an SMSF with her husband with a combined account balance of $300,000," he added. ...

IPS triples funds under administration

HARRISON WORLEY  |  MONDAY, 21 MAY 2018
Independent investment and SMSF platform owner Integrated Portfolio Solutions (IPS) tripled its funds under administration over the past three years as it experiences inflows courtesy of advisers and family offices. The platform provider recently passed ...

Unlicensed SMSF advice not systemic: ASIC

HARRISON WORLEY  |  FRIDAY, 4 MAY 2018
... to advice accountants may have given to their clients over the acquisition or disposal of SMSF interests. After the accountant exemption was removed from the Corporations Regulations in July 2016, accountants who wish to provide financial product advice ...

Millennials faring well financially: BTFG

HARRISON WORLEY  |  MONDAY, 23 APR 2018
The latest research report from BT Financial Group highlights Australian millennials as most optimistic about their future, despite the rising costs of living. According to BT's research, millennials have bucked myths often associated with the generation ...

Financial services data breaches recorded

HARRISON WORLEY  |  FRIDAY, 13 APR 2018
The Australian finance sector was responsible for 13% of notifiable data breaches reported to the Office of the Australian Information Commissioner in the first quarter of 2018. The OAIC Quarterly Statistics report outlined the top five industry sectors ...