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Showing 401 - 410 of 1125 results for "accountant"

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 ...

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 ...