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Showing 351 - 360 of 869 results for "Accountants"

Advisers should beware industry "frenemies"

ALEX BURKE  |  WEDNESDAY, 15 JUL 2015
... industries - including supermarkets selling life insurance products, industry funds providing internal advice to members, accountants with Australian Financial Services Licences and "robo-advice" providers (at the lower end of the market) - are getting ...

Chartered accountants' response 'clumsy'

AAP  |  WEDNESDAY, 15 JUL 2015
The New Zealand Institute of Chartered Accountants was unused to competition and made a "clumsy response" to new rival CPA Australia, a court has heard. In the High Court at Wellington on Tuesday, Bruce Gray QC defended NZICA's marketing campaign and ...

Adviser input key to super fund switch: report

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
... SMSF seeking advice. Out of those who ended up setting up an SMSF, 71% had sought guidance from financial planners or accountants. Only 43.3% of those moving to a major retail fund used a professional for advice and industry funds were below both these ...

Aged care advice enquiries skyrocket

ALEX BURKE  |  FRIDAY, 3 JUL 2015
... Financial Standard, Meldrum said that since July last year, "the amount of aged care enquiries coming through the accountants and financial planners in our network has risen dramatically. And this is a combination of prospective residents of aged care ...

mFund doubles size in 6 months

LAURA MILLAN  |  THURSDAY, 2 JUL 2015
... connections with brokers," Irvine said. "Since February this year we have started with sales calls to advice groups and accountants, as well as working on knowledge and education for retail investors." The most popular asset class in mFund is Australian ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
... acquisition, advice and accounting firm ESV Accounting and Business Advisors announced its merger with Harveys Chartered Accountants. ESV partner Kurt Baker said the merger was "a natural fit for ESV as we have a similar business philosophy. We understand ...

Advice firm acquires $1bn accountancy business

LAURA MILLAN  |  MONDAY, 15 JUN 2015
... assets under advice. Aura Group managing director Calvin Ng said the acquisition was compelling as the removal of the accountants' exemption to provide advice to SMSFs on July 1, 2016, draws closer. "The business model of AFG is attractive as it provides ...

Mutual Trust makes two senior appointments

STAFF WRITER  |  MONDAY, 15 JUN 2015
... consultants is Paul Hockridge. He has more than 30 years' experience in advising families, closely held businesses, accountants and legal firms on tax, asset protection, and succession planning. Gourlay was most recently private bank relationship manager ...

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
... Website of the Year - Financial Planning Leapfrog Financial - leapfrogfinancial.com.au Finalists - Adrians Chartered Accountants, Evalesco Financial Planning, Experience Wealth, X & Y Wealth Management Digital Marketing Campaign of the Year Legg Mason ...

CPA sets up independent advice license

LAURA MILLAN  |  FRIDAY, 5 JUN 2015
... rebuilding the community's trust and confidence in seeking the highest quality financial advice." A licensing for accountants survey of 100 accountants who are considering providing financial advice found that 91% want to be licensed for self-managed ...