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Showing 301 - 310 of 869 results for "Accountants"

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
... Advisors was the natural next step for our business. We saw the writing on the wall well in advance of changes to the accountants' exemption. We realised we needed to stay ahead of the curve and to have an ability to provide whole of wealth advice, in ...

Rubik and class form advice tech partnership

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
Rubik and Class Super have partnered to provide accountants who are limited licence holders with advice technology. The partnership follows recently implemented changes to regulation requiring accountants to obtain the newly created 'limited' Australian ...

Stockspot and Class form data deal

DARREN SNYDER  |  TUESDAY, 2 AUG 2016
... SMSF administration software provider Class to deliver the new data connection. The integration will provide SMSF accountants and their clients with a direct data feed from Stockspot to Class, enabling immediate income processing and investment tax reporting ...

ATO resource targets illegal pension schemes

MARK SMITH  |  THURSDAY, 28 JUL 2016
... forms part of the ATO's broader focus on tax avoidance schemes - provides tailored information for financial planners, accountants and other advisers to help them identify, avoid and report illegal schemes. The ATO has identified a significant number ...

Class launches SMSF benchmark report

DARREN SNYDER  |  TUESDAY, 12 JUL 2016
... experience, previously in leadership roles at MYOB where he managed teams responsible for selling software solutions to accountants, bookkeepers and financial advisers.

MORE Super switches to Simple Fund 360

MARK SMITH  |  MONDAY, 11 JUL 2016
... 360 was born from an accounting package not a portfolio package," added Pease. "360 is a tool developed to assist accountants, not replace them; we have every confidence that conversion will immediately bolster our client engagement whilst mitigating ...

Last-minute accountant AFSL applications creating ASIC backlog

ALEX BURKE  |  FRIDAY, 8 JUL 2016
Now that the deadline for accountants to apply for limited or full Australian financial services licenses to continue providing SMSF advice has been reached, a substantial number of applications are still being assessed due to late submissions. In fact ...

Former adviser charged with fraud

KERRIE SYDEE  |  TUESDAY, 5 JUL 2016
... Services (Bundall) "dishonestly caused detriment to numerous clients." In 1999 Birk was made partner of Sa & Birk Accountants and later the Carter Group, located in Brisbane and the Gold Coast. In 2007, Birk was an authorised representative for Professional ...

New non-executive director for GBST

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
... committee. Page holds a Bachelor of Economics from the University of Sydney, is a fellow of the Institute of Chartered Accountants, fellow of the Australian Institute of Company directors.

ASIC changes drive GPS Wealth growth

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
... and Broken Hill. Greg Holman, certified practising accountant and co-founder of GPS Wealth, said the removal of the accountants' exemption had forced many practitioners to become licensed or authorised for the first time, something that can be more difficult ...