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Showing 371 - 380 of 1117 results for "accountant"

Magellan COO departs for family office job

ALEX BURKE  |  FRIDAY, 17 FEB 2017
Magellan Financial Group's chief operating officer, one of the firm's first employees, left the firm in January. Nerida Campbell joined Magellan in 2006. She has also been Magellan's chief financial officer, company secretary and director. Before Magellan ...

Ignition Wealth launches goals-based investing

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
Ignition Wealth will launch a goals-based investment offering. The company, which received financial backing from planning pioneer Barry Lambert last year, has appointed SiResearch to provide adaptive asset allocation built around goals which have a ...

KISS selects SMSF compliance software provider

ALEX BURKE  |  MONDAY, 13 FEB 2017
Keep It Simple Super (KISS) will now use Simple Fund 360 and CAS 360 as its self-managed superannuation administration and corporate compliance software solutions. Both products are owned by BGL Corporate Solutions, whose managing director Ron Lesh ...

AMP cops short-term pain

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
AMP's wealth management inflows took a hit in 2016 as its adviser network felt the impact of legislative reform. Cashflows in to the wealth management division were impacted by regulatory uncertainty which caused investors to be wary of contributing ...

Infocus scores exclusive referral to 450 offices nationwide

ALEX BURKE  |  MONDAY, 6 FEB 2017
Infocus Wealth Management planners will deliver financial advice to over 450 offices throughout Australia via an exclusive referral arrangement with a global accounting firm. NYSE-listed H&R Block, which opened its doors in Australia in 1971, employs ...

CPA creates planner education solution

EMMA RAPAPORT  |  FRIDAY, 20 JAN 2017
Participants who complete four new financial planning subjects under a program from Certified Practicing Accountants Australia will have the knowledge requirements to attain RG 146. According to the CPA Australia website, the Financial Planning Fundamentals ...

Former ClearView chair joins CountPlus

ALEX BURKE  |  TUESDAY, 17 JAN 2017
Countplus boosted its board to six members with the appointment of a new non-executive director. Raymond Kellerman joins the ASX-listed Count Financial while also sitting on the boards of Goodman Funds Management, Foundation Life and Ryder Capital. ...

BT strategist joins growth fund board

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2017
... financial services, particularly in the investment community, funds management and advice industries. He is a chartered accountant and a member of the Australian Institute of Company Directors and Chartered Accountants Australia and New Zealand. Freeman ...

Super changes spark engagement

DARREN SNYDER  |  TUESDAY, 10 JAN 2017
... extremely valuable opportunity for people to increase their super before the June cut-off," he said. From the adviser and accountant perspective, SMSF administration software provider Class said the changes to super legislation is driving renewed interest ...

Sydney planners topping salary figures

ALEX BURKE  |  MONDAY, 9 JAN 2017
Based on data available from Melbourne, Adelaide and Sydney, financial planners working in the latter city earn more than their interstate peers. The 2017 Robert Walters Salary Survey found that Sydney planners can expect to earn up to $160,000 annually ...