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Showing 381 - 390 of 1117 results for "accountant"

Advisers must be tribal: Stackpool

JAMIE WILLIAMSON  |  THURSDAY, 5 JAN 2017
Australia is facing a rising financial epidemic and advisers must do more to help combat it. Certainty Advice Group managing director and founder Jim Stackpool believes Australians are suffering with growing insecurities around their finances and advisers ...

Guest of honour

ALEX BURKE  |  TUESDAY, 3 JAN 2017
The Commonwealth Bank asked Barry Lambert to stay on as chair of Count Financial for two years following the bank's acquisition - he asked them for two years and two months. Confused, the bank asked him why. He told them, "If I stay on until January ...

Class partners for improved SMSF compliance

JAMIE WILLIAMSON  |  TUESDAY, 20 DEC 2016
Class will deliver a new legal, pension and compliance document service to users via integration with an SMSF solution provider. The document service, provided by The SMSF Academy, is available to Class users through a tiered membership, offering streamlined ...

SMSF satisfaction belies uncertainty

ALEX BURKE  |  FRIDAY, 16 DEC 2016
Even if 75% of SMSF holders report being satisfied with their fund choice, a new UBS/FSC report suggests a lot of uncertainty in the sector about retirement adequacy and government policy. The report is based on a survey conducted by KREAB Research ...

HLB Mann Judd builds Melbourne presence

KERRIE SYDEE  |  THURSDAY, 8 DEC 2016
Accountants and business advisers HLB Mann Judd Melbourne made two new appointments. Adrian Kelly joined as a partner in HLB Mann Judd's audit and assurance services divisions, while Bruce McMenamin was appointed as a director in the corporate and business ...

False information undermining ASIC integrity

KERRIE SYDEE  |  THURSDAY, 8 DEC 2016
False information and misrepresentations made to ASIC are undermining the regulator's integrity, highlighting one of several concerns in its latest licensing activity report. The report, which reveals the volume and outcome from ASIC's licensing and ...

EQT appoints Rio Tinto super exec

ALEX BURKE  |  TUESDAY, 6 DEC 2016
... Before Rio Tinto, Currie was risk manager at HESTA, risk and compliance manager at Guild Insurance and senior fund accountant at Financial Synergy, Emergency Services Super, Toronto Dominion and AXA. Currie's appointment follows a management shakeup ...

CBA partners for agribusiness pilot

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
... accounting software for 12 months from December 2016. The pilot will look to test the value of combining the farmer, accountant, adviser and bank manager relationship in one team for a more collaborative approach to financial management. General manager ...

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
Class has partnered with a leading automated investment adviser and fund manager. The software provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
Financial advisers must be encouraged by keen online investors seeking more robo-advice opportunities and new automated investment solutions. This is a key finding in the inaugural Investment Trends Robo-advice Report released this week. The report ...