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Showing 281 - 290 of 1117 results for "accountant"

CommInsure, OnePath enhance digital experience

JAMIE WILLIAMSON  |  WEDNESDAY, 11 APR 2018
... conversations with customers. Having the capability to remove irrelevant questions for each customer - like asking an accountant if they work underwater - and reducing the need for as much follow-up evidence improves advisers' productivity," Lacheur ...

ASIC disqualifies two SMSF auditors

ALEX BURKE  |  TUESDAY, 10 APR 2018
ASIC disqualified two self-managed super fund auditors - one in South Australia and one in the ACT - for breaching independence requirements. The South Australian auditor, John Tretola, was found to have breached his independence requirements of APES ...

What will estate planning look like in 2020?

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
Looking beyond 2020, netwealth technical services head Keat Chew said financial advisers must consider the prospect of small tax increases on superannuation earnings and lump sum payments. Speaking at a recent netwealth CPD event in Sydney, Chew took ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
A new partnership will provide financial advice practices with access to a cost-effective, "off the shelf" outsourcing solution to ease back-office pressures. DBA Advisory and financial planning software provider FinPal have joined forces to improve ...

OneVue sells SMSF admin business

ALEX BURKE  |  MONDAY, 26 MAR 2018
OneVue has sold its self-managed superannuation administration business. The business was acquired by AMP, via SuperConcepts. SuperConcepts chief executive Natasha Fenech said the acquisition is "consistent with our growth strategy, building the scale ...

Placer Property launches new fund

ALEX BURKE  |  WEDNESDAY, 21 MAR 2018
... Property's two new directors are James Walsh, joining as non-executive chair, and Janette Kendall. Walsh is a chartered accountant who has held roles at Arthur Andersen, Ausdoc, Godfrey Hirst Australia and Feltex. He also serves as a director on the ...

Advisers underprepared for cyber risk high-stakes

DARREN SNYDER  |  WEDNESDAY, 14 MAR 2018
Financial advisers and superannuation funds understand the stakes behind cyber incidents but it's not reflected in business preparation and protection processes. This is a key finding in the latest industry survey from Kamino Cyber Security, a division ...

FinTech Australia appoints interim chief executive

DARREN SNYDER  |  MONDAY, 12 MAR 2018
... recently the head of strategy and operations at Melbourne-based peer-to-peer invoice financier Timelio. She is a chartered accountant by profession. FinTech Australia said Worboys has been a key player driving increased female participation in the Victorian ...

Conflicted SMSF auditor disqualified

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2018
A self-managed superannuation fund auditor found to be in breach of basic independence rules was disqualified by ASIC. Robert Mark Taylor was disqualified for breaching auditor independence requirements outlined in APES 110 Code of Ethics for Professional ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 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. Sequoia also increased its ownership of the Finance News Network ...