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Showing 391 - 400 of 1117 results for "accountant"

Class joins forces with bank

JAMIE WILLIAMSON | MONDAY, 28 NOV 2016

Class has integrated with a global bank to satisfy demand from SMSFs for access to international assets. Partnering with HSBC, Class will now receive a direct-connect data feed from the bank's savings, transaction and term deposit accounts in its wealth ...

IPA appoints new president

ALEX BURKE | THURSDAY, 24 NOV 2016

The Institute of Public Accountants has elected a new president. The IPA's board chose Damien Moore, currently a director, and a senior tax manager at Schulz Hobbs. He is also a director of the Institute of Financial Accountants, and has previously ...

SuperConcepts and DomaCom align

DARREN SNYDER | FRIDAY, 18 NOV 2016

SuperConcepts' low-cost SMSF administration service iSaver is adding DomaCom's property fund to its platform. The partnership makes it easier for SMSF trustees and their advisers to access property investments. The fractional nature of the DomaCom fund ...

SMSF auditor's appeal upheld

DARREN SNYDER | TUESDAY, 15 NOV 2016

... now able to return as an ASIC approved SMSF auditor. He has more than 27 years of experience in the SMSF sector as an accountant, auditor and educator. He told Financial Standard: "Some of the statements which I made to ASIC in my communication with ...

ANZ wealth sale marks end of an advice era

ALEX BURKE | FRIDAY, 4 NOV 2016

ANZ's potential sale of its wealth business will send ripples through the succession plans of many advice businesses now that banks can no longer be considered a "buyer of last resort." During a media briefing discussing the bank's full-year results ...

Self-auditing SMSF auditor caught in ASIC breach

JAMIE WILLIAMSON | THURSDAY, 27 OCT 2016

Advisers should be careful when engaging a SMSF auditor following another disqualification by ASIC yesterday. Pierre Jarjoura of New South Wales has been disqualified after the regulator found he had breached independence and audit requirements, determining ...

Succession planning placed on the backburner

KERRIE SYDEE | TUESDAY, 25 OCT 2016

Financial planning and accounting businesses are all too regularly ignoring the need for quality exit and succession plans, according to chief executive of Connect Financial Service Brokers, Paul Tynan. Tynan has observed a growing number of practitioners ...

Global investment redrawn by technology

ALEX BURKE | MONDAY, 24 OCT 2016

... issue of strong management; to consider stocks within a global context; and revamping the concept of valuation. "I'm an accountant by training, and I can say that most of our accounting standards haven't kept pace with technological changes," he conceded. ...

The best marketing is no marketing for advisers

MARK SMITH | TUESDAY, 11 OCT 2016

Few advisers have a proactive referral strategy but with a few easy steps they can improve their chances of being recommended, according to Scott Charlton, a business coach who specialises in helping accountants and financial planners. Addressing delegates ...

Findex hit with penalties

KERRIE SYDEE | MONDAY, 10 OCT 2016

Findex Group and Financial Index Australia (FIA) have each paid $10,800 in penalties following the issuing of infringement notices by ASIC for potentially misleading claims on the Findex website. Between August and December 2015, FIA published posts ...

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Aware Super reshapes governance team, appoints chief risk officer

VINNY VUCAGO

Aware Super has announced a leadership reshuffle, appointing a new chief risk officer amid the departure of its long-serving group executive of legal.

IFM lifts stake in Atlas Arteria to 40% after upping offer price

RIDDHIMA TALWANI

IFM Investors has raised its stake in Atlas Arteria from 34.5% to 38.3% in an on-market stock purchase, just a day after it raised its offer price for the toll road operator to $5.10 per security.

Zenith bolsters research, investment capabilities with new hires

MATTHEW WAI

Zenith has announced two senior appointments to strengthen its research and portfolio management divisions.

Regulators push for stronger stress-testing capability, resilience

KARREN VERGARA

The ability to remain resilient and manage liquidity pressures amid severe, multi-dimensional stress scenarios is an area of focus that APRA and ASIC want superannuation funds to improve.

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Brian Redican

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NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

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