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Showing 21 - 30 of 1117 results for "accountant"

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... trusts, high-net-worth individuals and non-profit clients have all helped bolster FUM. For many clients who engage their accountant for tax advice and already have superannuation strategies in place, Stockspot head of advice Sarah King says they come ...

Former Income Asset Management staffer embezzles $1.5m

KARREN VERGARA  |  TUESDAY, 23 SEP 2025
A former Income Asset Management (IAM) employee has funnelled $1.5 million from the company using a bank account used by a "minority sub-custodian". IAM said it suspected fraudulent transfers made from a bank account maintained by its previous sub-custodian ...

Another industry body urges Division 296 reconsideration

MATTHEW WAI  |  TUESDAY, 16 SEP 2025
While the Institute of Public Accountants (IPA) supports sensible reforms to make superannuation "more equitable", it - like many industry bodies - believes the taxing of unrealised capital gains and the lack of indexation can pose compliance challenges ...

AI adoption by investors 'grows rapidly': Research

RIDDHIMA TALWANI  |  THURSDAY, 11 SEP 2025
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 ...

Fortitude Investment Partners expands team

MICHELLE BALTAZAR  |  THURSDAY, 4 SEP 2025
... leader to senior operations manager - key accounts prior to her recent move. Meanwhile, Aida Farahani joined as fund accountant and Taylor Stafford as investment associate. Faharani has more than a decade of experience in accounting and private markets ...

ASIC permanently bans convicted investment manager

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
... and report creation were conducted by external entities, with Trevillian going so far as to forge the signature of an accountant from the nominated firm to validate the documents. Trevillian was the sole director and secretary of Metal Alpha and acted ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ...

Global X ETFs on a hiring spree, readies for $12bn FUM

MICHELLE BALTAZAR  |  THURSDAY, 21 AUG 2025
... across the business has been important to our growth," he said. As at this month, the group is also looking for an accountant to join its finance team. (Want to know more? Read: How Global X leapfrogged State Street in June this year ) Global X is one ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
The latest findings from Investment Trends reveal that only half of financial advice practices report positive momentum when it comes to profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve ...

Section 899 ditched but companies face tax uncertainties

KARREN VERGARA  |  MONDAY, 14 JUL 2025
While Australian investors breathed a resounding sigh of relief when US President Donald Trump binned section 899 of the One Big Beautiful Bill Act (OBBBA), local multinationals, however, were lumped with grave uncertainties surrounding the global Pillar ...