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Showing 401 - 410 of 1117 results for "accountant"

EQT reshuffles following strong result

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2016
Equity Trustees has promoted four members of its corporate trustees services (CTS) team following a successful year for the responsible entity (RE) service provider. Equity Trustees' high margin business achieved steady growth year on year, with funds ...

Fund managers must offer genuine partnerships

MARK SMITH  |  WEDNESDAY, 14 SEP 2016
... process is a focus on objectivity and the analyst team, which includes a former investigative journalist and a forensic accountant, is encouraged to challenge the case for investing in any stock. Fundamentally the strategy is built on the assumption ...

University launches free SMSF course

KERRIE SYDEE  |  MONDAY, 12 SEP 2016
... trustees who have little or no idea about their obligations as trustees. "People must not assume that their tax agent or accountant are totally responsible for the operation and reporting of their funds. However, trustees should understand that while ...

Class integrates with startup to help advisers

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
Class has partnered with an online platform and mobile app aimed at assisting advisers in making better informed decisions. The platform, Simply Wall St, analyses over 15,000 individual stocks in Australia, the US and UK and also examines investment ...

CBA offers $9.4m in compensation

ALEX BURKE  |  MONDAY, 5 SEP 2016
CBA has provided an update on its Open Advice Review, saying it has offered $9.4 million in compensation to customers. The bank contacted 350,000 at the review's outset, 8,600 of whom requested a review. So far, 5,300 of those requested assessments ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
Independently owned dealer group GPS Wealth has launched a limited advice software package for accountants. Following the release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) ...

Frontier appoints associate

DARREN SNYDER  |  THURSDAY, 1 SEP 2016
... primarily involved unit pricing, valuations and fund accounting. Prior to this, she worked for two years at KPMG as an accountant within the audit division. Frontier Advisors chief executive Damian Moloney said Chelper will add to a diverse team. "Our ...

Stockspot preps new tool for partners

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
Stockspot has developed a partnership programme for advisers, accountants and other professionals to be launched later this year. The tool will enable selected financial professionals to team up with the automated investment adviser to manage client's ...

Class partners with new fintech

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
Software provider Class has partnered with a new fintech firm which provides managed account and direct client portfolio services to financial advisers. The developer of Class Super and Class Portfolio has teamed up with MA Operator to enable Class ...

Schroders joins exchange-quoted managed fund game

MARK SMITH  |  TUESDAY, 16 AUG 2016
Schroders has joined Magellan, K2 Asset Management and AMP Capital in launching an ASX-quoted version of one of its managed funds. The Schroder Real Return Fund (Managed Fund) is based on the firm's successful Real Return CPI Plus 5% fund - which at ...