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| | | ... Investors turning to artificial intelligence (AI) for investment advice is rising, according to new survey from Chartered Accountants ANZ (CA ANZ). CA ANZ survey of 1000 Australian retail investors with more than $10,000 invested in the stock market ... |
| | | | ... expansion plans. Fresh from signing referral partnership deals with accounting practices, including AMD Chartered Accountants and AH Jackson, Integro has recruited Emma Ross as advice and operations manager. A qualified financial adviser, Ross was a ... |
| | | | ... larger practices are expanding not only in adviser headcount but also recruiting specialists in other areas such as accountants and lawyers to broaden their services to better address client needs. Satisfaction with licensees has also rebounded soundly ... |
| | | | ... funds, lunged into cartwheels upon the exclusion of section 899 in the OBBBA, which was cemented into law on July 4. SW Accountants & Advisors associate director of tax Antony Cheung said the removal of section 899 was welcomed by Australian groups that ... |
| | | | ... that refused or failed on at least one occasion to give effect to an AFCA determination. Along with the Chartered Accountants ANZ, CPA Australia, Institute of Public Accountants and SMSF Association, the FAAA expressed concerns that failure to "pay AFCA ... |
| | | | ... templates, for active use. FAAA chief executive Sarah Abood said the body is particularly pleased to provide advisers and accountants with a practical guide that's been ratified by the accounting associations. "The implications of the updated ATO guidance ... |
| | | | ... tax, enhancing the affordability and accessibility of financial advice by amending the DBFO reforms, and enabling accountants to provide strategic and structural superannuation advice in relation to their clients' tax affairs. "We also aim to address ... |
| | | | ... advice community in Australia to help more Australians achieve financial wellbeing and security." Meantime, Chartered Accountants ANZ chief executive Ainslie van Onselen said his appointment provides an opportunity for a fresh perspective. "Rather than ... |
| | | | A collective of industry bodies, including Chartered Accountants ANZ and the Financial Advice Association Australia, want the government to push the implementation of Payday Super to July 2028. In a joint submission to Treasury, eight industry lobby ... |
| | | | ... FIIG Securities. In that role with the credit fund, she built relationships with financial advisers, family offices, accountants, and brokers in Queensland. |
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