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Showing 361 - 370 of 1117 results for "accountant"

Accountants expand robo-advice reach

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
Robo-advice is now more accessible for accountants via a new program introduced by digital investment adviser and fund manager Stockspot. Having been beta tested throughout 2016, Stockspot has launched its Partner Program to accountants, providing them ...

CGT top of adviser minds

KARREN VERGARA  |  TUESDAY, 11 APR 2017
Capital gains tax is the fastest growing adviser query ahead of the 1 July changes to superannuation, according to the BT Advice Technical team. BT technical consultant Tim Howard said during the March quarter advisers were most keen to identify how ...

MLC Super welcomes new chief executive

EMMA RAPAPORT  |  FRIDAY, 7 APR 2017
... held senior finance and transformation roles at Woolworths and Qantas, after having started his career as a chartered accountant with Ernst & Young. "Matt's role will be to continue to elevate MLC Super in the Australian marketplace and to advocate for ...

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... seeking attention in the self-managed super market, leveraging the 120,000 SMSFs already in BTFG's adviser and licensed accountant distribution network. Chief executive Brad Cooper also sees further growth in the life insurance market with BTFG able ...

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
Real estate agents who provide financial advice around property investment can now undertake a new training course as part of a wider strategy to professionalise the industry. The new RG146 Advice in Real Estate Course has been made available through ...

SUPERCentral launches estate planning course

EMMA RAPAPORT  |  MONDAY, 13 MAR 2017
Wealth management services provider SUPERCentral is launching an estate planning course for financial advisers. The scenario-based course, Real Life Estate Plans, aims to provide advisers with the tools to meet clients' needs in estate planning as Australia ...

New head of advice for industry fund

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
... more than 20 years' experience in financial services, largely working in personal income tax and audit as a Chartered Accountant in his early career before becoming a Certified Financial Planner and providing holistic strategic advice. A spokesperson ...

MLC Life Insurance upgrades underwriting

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
The underwriting process for retail-advised life policies will be accelerated by the introduction of MLC Life Insurance's new tele-underwriting service. Halving the lengthy underwriting process, the new Fast Track service will benefit both financial ...

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
Implemented Portfolios created a white label individually managed account solution for clients of a $350 million Hobart-based financial planning firm. The managed accounts provider has designed a bespoke solution for integrated accounting and self-licensed ...

ASIC watching SMSF advice closely

JAMIE WILLIAMSON  |  MONDAY, 20 FEB 2017
ASIC will undertake a major project focused on the advice provided to self-managed super fund clients, particularly around the establishment of SMSFs, as the regulator continues its work to lift the standard of financial advice in Australia. Deputy ...