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Showing 291 - 300 of 1117 results for "accountant"

Class recruits data manager

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
The former head of client experience at WealthO2 has joined Class to grow the delivery of data feeds to financial advisers. Joining the SMSF administrator as feeds operations manager is Tom Sargent. Sargent joins after 12 months with WealthO2. Sargent ...

Crypto hype drives new partnership

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2018
An SMSF administrator is teaming up with a cryptocurrency brokerage firm to help investors achieve greater portfolio diversification. A new partnership between Xpress Super and Bitcoin Trader will provide SMSF investors with access to five of the top ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
Protecting and transferring wealth between generations is prompting financial planners to provide more holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss ...

Planners vital to closing super gap: Research

JAMIE WILLIAMSON  |  MONDAY, 12 FEB 2018
... professional when it comes to purchasing superannuation. In comparison, 14.4% of men make use of a financial planner, accountant or stockbroker. Currently, only 68.8% of women have superannuation and the average balance stands at $133,000. This is only ...

SuperConcepts enhances document management system

KARREN VERGARA  |  MONDAY, 12 FEB 2018
SuperConcepts launched a new document management functionality within its self-managed superannuation fund (SMSF) accounting platform, SuperMate. Users can scan or email documents which are then automatically read, categorised and filed via the new ...

Robo-advice provider inks deal with Class

ALEX BURKE  |  MONDAY, 5 FEB 2018
An Australian robo-advice provider is partnering with Class to enhance its investment and tax reporting facilities. Class chief executive Kevin Bungard said the new arrangement with Six Park is "another great example of an innovative fintech solution ...

Sequoia Financial Group grows board

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
... purchase of My Own Super Fund's client base. In doing so, Sequoia 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 ...

Changing nature of advice to benefit institutions

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
The era of new business models and increasing education debt will see new financial planners begin their careers in salaried positions and place existing advisers' exit strategies at risk. That is the view of Connect Financial Service Brokers chief ...

CBA advice compensation bill balloons

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2018
CBA is set to compensate a further $1.9 million to customers affected by five former "high-risk" financial advisers, according to ASIC. CBA will review the five former representatives' advice, licenced under subsidiaries Commonwealth Financial Planning ...

Venture capital sector booming but needs greater government support

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
Millennial super fund Spaceship, artificial intelligence and machine learning companies were among the beneficiaries of Australia's booming venture capital market in 2017, but two industry bodies have called on the Government to increase its support ...