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Showing 391 - 400 of 869 results for "Accountants"

New Fortnum advice business targeting accountants

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
Independently-owned advisory firm Fortnum Financial Group has launched a new business targeting accountants aiming to become licenced to provide financial advice. Fortnum Professional Strategies will provide class of product licensing as well as education ...

IRESS and Class Super partner to target SMSF accountants

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
... to Class Super for a client's accountant to maintain current information for the SMSF. "We are increasingly seeing accountants and wealth managers operating together to provide consolidated services to the SMSF sector," IRESS executive product manager ...

Sophisticated investor register launched

MARK SMITH  |  THURSDAY, 6 NOV 2014
... has been launched by Sophisticated Access (SA). The real-time registry, known as Cygura, is for investors and their accountants, financial advisers and product issuers to manage sophisticated Investor Certificates online. When an investor registers with ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
... Henderson Maxwell Toby Jones, principal adviser, X&Y Wealth Management, Kimberley Middlemis, partner, Adrians Chartered Accountants ChrisA Nairn, managing director, Equus Partners Wealth Management LiamA Shorte, director &A financial planner, Verante ...

Voting opens on the SelectingSuper popular awards

STAFF WRITER  |  TUESDAY, 21 OCT 2014
... in the running. Voting for SMSF administrator of the year is limited to intermediaries such as financial advisers, accountants, SMSF specialists and brokers. To vote for SelectingSuper SMSF administrator of the year, click here. To vote for the SelectingSuper ...

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
The Institute of Public Accountants (IPA) said that the current education requirements for advisers on taxation law are insufficient and expressed concern at the exemption for advisers who belong to a professional association. "One semester unit of ...

Count launches new online tool

MARK SMITH  |  THURSDAY, 16 OCT 2014
Count Financial has launched a new online tool to help accountants ensure they complete all the necessary steps to continue providing SMSF advice to clients before the July 2016 deadline. The new tool, which launched on 13 October, helps users to understand ...

Premium signs up three accounting practices

MARK SMITH  |  FRIDAY, 10 OCT 2014
... Strategies added: "We looked at several dealer groups in the market and found that the Premium offer is the best for accountants keen to build a financial planning division. We value our independence and this is a good fit as we did not wish to be aligned ...

Two-fifths forced into retirement before financially ready

MARK SMITH  |  THURSDAY, 9 OCT 2014
... financial decision making with around 40% of both retirees and pre-retirees ranking them in their top two influencers. Accountants, family, friends and colleagues were other strong influencers and online tools and calculators scored relatively strongly ...

Accountant pays $10,000 fine for $100,000 fraud

LAURA MILLAN  |  FRIDAY, 3 OCT 2014
... fraudulently and seek to benefit personally are brought to account." Lim was a member of the Institute of Chartered Accountants Australia (ICAA) and a director of Aperio Resources Limited, a gold exploration company focusing on mineral deposits in Burkina ...