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| | | ... said ASIC should also have a channel for complaints from key professional bodies, industry bodies, consumer groups, accountants and financial planners. The committee also asked for an investigation by the Commonwealth Ombudsman into the allegations that ... |
| | | | ... previously consulted with 55 boutique practices comprising 250 advisers. She also has experience with engaging with accountants and mortgage brokers, compliance, and designing tailored marketing solutions for advisers. Pegg has held a number of consultancy ... |
| | | | ... 2014. Armstrong will more than 30 years' experience in financial services, is a fellow of the Institute of Chartered Accountants Australia (ICAA) and a member of the Australian Institute of Company Directors. "We are delighted David has accepted our ... |
| | | | Financial Index Wealth Accountants (Findex) is likely to acquire Crowe Horwath after it signed a process agreement to buy all of its shares. This would be Findex's second acquisition after it bought Centric Wealth in January 2013. The two organisations ... |
| | | | ... amendments and the possibility that they could bring back commissions in advice. Speaking at the Institute of Chartered Accountants Australia (ICAA) Business Forum in Sydney, Murray was asked by Sydney Morning Herald journalist Michael Pascoe, who hosted ... |
| | | | ... revenue, Kelaher said. IOOF is looking to access the high net worth advice market through SFGA's 182 advisers and 46 accountants who manage an average of $88 million in FUA each. In contrast, IOOF's 973 adviser network is mainly focused on "the mid-market ... |
| | | | Count Financial has given awards to ten accountants and advisers during its annual conference, held this year in Shanghai. The awards recognised financial advice quality and good client outcomes within the different practices. The Member Firm of the ... |
| | | | ... (SMSF), the tax concessions are often the most talked about. Certainly, this is one of the aspects that advisers and accountants consider when recommending setting up an individual fund. But for many other reasons SMSFs could be the ultimate investment ... |
| | | | The Institute of Public Accountants (IPA) has urged the government to review the '10% rule', which restricts a number of Australians from making personal concessional contributions into their superannuation. Currently if a taxpayer earns more than 10% ... |
| | | | Accountants are a more trusted profession than financial advisers, with consumers giving them higher ethics and honesty ratings. The Roy Morgan annual 'Image of Professions' survey for 2014 revealed that only 28% of consumers believed financial advisers ... |
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