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Showing 271 - 280 of 1125 results for "accountant"

Chartered accountants largely FASEA compliant

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
The Financial Adviser Standards and Ethics Authority should recognise the qualifications of chartered accountants in order to keep them in the financial advice industry. That is the view of Chartered Accountants Australia and New Zealand, saying the ...

Open APIs old news: Midwinter

HARRISON WORLEY  |  TUESDAY, 18 SEP 2018
Fintechs not supporting open APIs won't be around in five years' time, according to a Midwinter executive. Midwinter chief technology officer and executive director Andrew McClelland believes open application programming interfaces (APIs) are now a ...

Firetrail to launch $305m IPO

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
... acting as co-managers. The boutique will pay $9.4 million in expenses to joint lead managers, legal, investigating accountant, ASX, ASIC for lodgement and others, for the $304.5 million offer. Firetrail deputy portfolio manager Blake Henricks spoke to ...

CBA appoints board director

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
... consulting, in addition to leadership roles at pubic companies. He holds a Masters in applied finance and is a chartered accountant. CBA chair Catherine Livingstone said: "I am delighted to welcome Paul as a director of the bank. Paul's broad operational ...

Former MyPlanner adviser fails best interests test

JAMIE WILLIAMSON  |  WEDNESDAY, 5 SEP 2018
The corporate regulator has accepted an enforceable undertaking from a former MyPlanner financial adviser for failing to act in the best interests of his clients. Wollongong-based adviser James Phillip Allen is prohibited from providing financial services ...

Zervides elected president of IPA Victoria

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
The founder of Australian Wealth Solutions has been elected to lead the Victorian arm of the Institute of Public Accountants. Australian Wealth Solutions director and senior financial adviser Sam Zervides was recently elected Victorian president of ...

BT overhauls life cover limits and definitions

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
BT has announced a raft of enhancements to its Protection Plans products, including updated medical definitions and increased life insurance cover for farmers and homemakers. Previously capped at $3 million, farmers will now be able to access up to ...

Retirement planning is a personal responsibility

HARRISON WORLEY  |  FRIDAY, 27 JUL 2018
Twenty-five years since the beginning of compulsory employer superannuation, Australians are beginning to understand having enough money for retirement is up to their own planning, according to a new report. Latest State Street Global Advisors research ...

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 ...