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Showing 321 - 330 of 869 results for "Accountants"

Libertas launches licensing to attract SMSF specialists

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
Libertas Financial Planning has launched an accountants' licensing package in the hope of attracting experienced SMSF accounting specialists to the network. The package includes customised software that will guide the adviser through the compliance ...

Midwinter partners with Licensing for Accountants

WHITNEY FITZSIMMONS  |  TUESDAY, 12 APR 2016
Licensing for Accountants, a firm that supports accountants who are moving from compliance to advice through providing access to advice templates and software, has joined forces with financial software company Midwinter to make the advice process easier. ...

Hunter Hall appoints non-executive director

MARK SMITH  |  TUESDAY, 5 APR 2016
... non-executive director. Taking on the role is David Groves, who is a member of the Australian Institute of Chartered Accountants and a fellow of the Australian Institute of Company Directors. His current non-executive directorships include Pipers Brook ...

Accountants should beware AFSL traps

ALEX BURKE  |  MONDAY, 4 APR 2016
Accountants should be careful in choosing the right licensee if they want to continue providing SMSF advice from July 1, according to Connect Financial Service Brokers chief executive Paul Tynan. Tynan noted that existing business models and succession ...

AMP and Topdocs partner for SMSF service

ALEX BURKE  |  THURSDAY, 31 MAR 2016
... chief technology officer Kurt Groeneveld said. "We will continue to invest in our technology platforms to support accountants, financial advisers and administrators so they can ultimately spend more time focusing on their customers and the growth of ...

Super funds encouraged to collect indigenous data

DARREN SNYDER  |  TUESDAY, 29 MAR 2016
... remits is to attract indigenous people to work in financial services. Young said of about 200,000 certified practicing accountants (CPAs) or Chartered Accountants (CAs), only 300 are indigenous. At the CMSF conference, both the Australian Institute of ...

July 1 will end the "amateur" SMSF era

ALEX BURKE  |  MONDAY, 21 MAR 2016
New entry and licensing requirements for SMSF auditors and accountants from July 1 will likely result in many funds being wound up, according to industry consultant John Wiseman. Wiseman noted that, as at December 2015, SMSFs represented 30% of the ...

AXA IM sees inflows double

MARK SMITH  |  TUESDAY, 15 MAR 2016
... Mercer, which has now invested $200 million in the group's Global Credit SmartBeta strategy and Financial Index Wealth Accountants (FINWA), which has $70 million in the Global Equity SmartBeta ESG strategy. The company also brought on Avant this year ...

Perpetual Private partners law firm to help accountants with AFSLs

MARK SMITH  |  THURSDAY, 3 MAR 2016
... Services Licence (AFSL) as part of new rules coming in on July 1. The online portal, Cowell Clarke Connect, will give accountants access to ongoing legal advice, support and tools to easily stay abreast of legal developments impacting compliance obligations. ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
... demonstrate value. The 58% of HNWs who do not seek investment advice also represent a largely untapped opportunity open to accountants, financial planners, full-service stockbrokers and private banks. "Preference for control remains the largest barrier ...