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Showing 281 - 290 of 1125 results for "accountant"

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 ...

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 ...