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| | | Most accountants still lack confidence in their ability to deliver financial advice services, according to Bstar research. The Bstar 2016 Accountants Research Report suggests that 81% of accountants are unready to provide financial advice. This is lower ... |
| | | | ... structure. Nicole brings a wealth of experience to the role, including her experience as former general manager of accountants super." |
| | | | ... has been given a new user interface and refined client insight capabilities. "We've designed the platform to provide accountants, administrators and advisers with data analytics as part of a new Business Home Dashboard - the first of its kind in the ... |
| | | | Accountants with limited Australian financial services licences are like "part-time surgeons," according to John Birt, principal of advice M&A broker Radar Results. Birt branded limited AFS licenses "dangerous" and argued that in order for accountants ... |
| | | | ... which includes tax and business services, family advisory and wealth services." Westover joins PwC from Chartered Accountants Australia and New Zealand (CA ANZ), where she spent six years as head of superannuation. At CA ANZ Westover looked after policy ... |
| | | | ... access to all the investments on the BT Panorama platform. Launching in early 2016, the new solution allows advisers, accountants and their clients to collaborate on the establishment and management of an SMSF, supported by services that will help streamline ... |
| | | | ... IOOF general manager trustee services Gary Riordan said. "Building the knowledge of financial advisers, lawyers and accountants, who are the gate-keepers to many Australians who have the capacity to make significant gifts, is critical to growing awareness ... |
| | | | ... Association, the SMSF Owners Alliance, the Centre for Independent Studies, the Financial Services Council and the Chartered Accountants Australia and New Zealand, and the fact that the Committee is dominated by the Coalition, the Committee in its final ... |
| | | | Accountants have been slow to apply for the additional licensing conditions required to continue advising on self-managed super funds in 2016, according to Perpetual Private. Perpetual research found that 72% have yet to start their licence application ... |
| | | | ... buying our goods and services," Morrison said. "There are enormous opportunities for our engineers, our doctors, our accountants, our architects, financial planners and so many more." The Treasurer said Australia had an opportunity to capitalise on its ... |
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