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Showing 351 - 360 of 1125 results for "accountant"

SMSF software demand surges

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
Super reforms have helped propel the demand for self-managed super fund software in the last financial year, according to Class Super. Class' SMSF market share surged to 24% from 19% year-on-year, hitting a record high of 140,000 client accounts in ...

Beacon merges with Libertas

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
Independent dealer group Beacon Financial Group has joined forces with boutique licensee Libertas Financial Planning. Libertas Financial Planning director Mark Euvard told Financial Standard it will be business as usual for Libertas and that staff will ...

SMSF auditor busted self-auditing

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
A Victoria-based self-managed superannuation fund auditor was disqualified for auditing his own fund. ASIC investigated Neil Wilson following information supplied by the Australian Taxation Office and determined that he had breached fundamental independence ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According ...

Not too late to maximise super

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2017
... relief, certain things need to be done to access that relief. "It comes down to, 'who does the work - the adviser or the accountant?'" he said. "The adviser has the relationship with the client and needs to point this out to them. But the actual work ...

Advisers maintain trustworthy reputation: Survey

KARREN VERGARA  |  THURSDAY, 8 JUN 2017
The financial planning profession has maintained its reputation for being ethical and honest over the last five years, Roy Morgan research shows. About one-quarter of respondents in the market research firm's annual survey of the most highly-regarded ...

Wealth management platform adds executive

KARREN VERGARA  |  MONDAY, 5 JUN 2017
Financial data provider InvestmentLink appointed a chief commercial officer to help grow its wealth management platform. Owen Joyce is the new chief commercial officer of CashDeck and is responsible for developing solutions that will assist financial ...

Yarra appoints investment operations manager from IOOF

ALEX BURKE  |  THURSDAY, 1 JUN 2017
... development and support. His previous stint at IOOF included roles as manager - investment accounting and senior investment accountant. Yarra was formed following the management buyout of Goldman Sachs Asset Management's Australian funds management platform ...

ASIC boosts support for regtech

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2017
ASIC is ramping its support for regulatory technology businesses or 'regtechs' in response to an overwhelming number of organisations expressing frustration over complex compliance burdens. The corporate watchdog recently announced the next phase of ...

Xero accelerates AI and machine learning

EMMA RAPAPORT  |  MONDAY, 29 MAY 2017
... staff in three countries. He is also actively involved in the technology start-up scene and is an associate chartered accountant with experience in financial management, human resources, sales and marketing, and technology leadership. "I am excited to ...