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Showing 411 - 420 of 869 results for "Accountants"

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
More than half (55%) of SMSF financial planners expect referrals from external accountants to be a future source of clients, CoreData's 2014 SMSF Professional Report reveals. Overall, three-quarters of all SMSF intermediaries expect 10% growth in their ...

Australian Unity in talks to buy Premium Wealth Management

ALICE URIBE  |  FRIDAY, 25 JUL 2014
... of a move to have a "stronger presence in the accounting space." "We've always been on focused on partnering with accountants and authorising those who want to be authorised," he said. "Premium has been pretty focused on the accountants' area and this ...

SMSF service industry comes of age: Survey

MARK SMITH  |  TUESDAY, 22 JUL 2014
... becoming increasingly blurred. "This research debunks the myth that there is no SMSF profession and that it is only for accountants and financial planners. The significant growth in professionals which have specialist backgrounds from a range of industries ...

ASIC cancels 8 AFSLs after review

LAURA MILLAN  |  TUESDAY, 22 JUL 2014
... lodge audited annual statement. The review has resulted in the cancellation and suspension of the following licensees: Accountants Plus, Benchmark Holdings, Citywide Investment Services, Lateral Thinking, Mariner Insurance, TIS Logistics, Graeme Bartlett ...

Australian Unity added 14 planning practices in a year

MARK SMITH  |  THURSDAY, 17 JUL 2014
... Australian Unity financial advisers and mortgage brokers for specialist financial advice. "Australian Unity appeals to accountants in particular because we give them a choice of providing financial services in-house under their own authorisation, or ...

ASIC concerned about SMSFs, warns spruikers

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... Tanzer said that ASIC has identified "some concerning trends" in the implementation of the limited AFS licence for accountants who want to provide some financial advice. The commissioner mentioned "inadequate or no evidence of RG146 training course," ...

SMSFs get off lightly in FSI interim report

JAMES FERNYHOUGH  |  WEDNESDAY, 16 JUL 2014
... Australian Taxation Office (ATO). The report made no mention of making any changes to this. However, SMSF advisers and accountants are regulated by ASIC. ASIC commissioner Greg Tanzer today gave a speech on the regulation of SMSF service providers. He ...

Calastone launches automated reporting tool

LAURA MILLAN  |  MONDAY, 14 JUL 2014
... distribution income information from December. The new tool will automate distribution and communications between accountants managing self-managed super funds (SMSFs) and Calastone users such as funds, platforms and custodians. From June 30, 2015, the ...

Investors Mutual gets in on LIC act

MARK SMITH  |  MONDAY, 7 JUL 2014
... 'Recommended' rating from Zenith. "We have received overwhelmingly positive feedback from research houses, advisers, accountants and individual investors on the approach and strategy behind QVE," Tagliaferro said. "The offer complements the increased ...

Australia and New Zealand accountants launch joint brand

LAURA MILLAN  |  WEDNESDAY, 2 JUL 2014
Chartered Accountants Australia and New Zealand has been launched as a joint brand that brings together the Institute of Chartered Accountants Australia (ICAA) and the New Zealand Institute of Chartered Accountants (NZICA). The merger between the two ...