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Showing 421 - 430 of 1117 results for "accountant"

MORE Super switches to Simple Fund 360

MARK SMITH  |  MONDAY, 11 JUL 2016
Independent SMSF administrator MORE Super will move the administration of its 5,000 SMSFs from BGL's Simple Fund Desktop to Simple Fund 360. "We compared alternate cloud based SMSF administration solutions and whilst Simple Fund 360 was not the first ...

Credit Suisse MD resigns

ALEX BURKE  |  FRIDAY, 8 JUL 2016
... role with Michael Tierney, who will now take sole responsibility for this area. Prior to Credit Suisse, Tehan was an accountant at Ernst & Young. Credit Suisse's first quarter 2016 results for the Asia-Pacific region showed the group had acquired roughly ...

Last-minute accountant AFSL applications creating ASIC backlog

ALEX BURKE  |  FRIDAY, 8 JUL 2016
Now that the deadline for accountants to apply for limited or full Australian financial services licenses to continue providing SMSF advice has been reached, a substantial number of applications are still being assessed due to late submissions. In fact ...

Former adviser charged with fraud

KERRIE SYDEE  |  TUESDAY, 5 JUL 2016
A former financial adviser and accountant has been charged with multiple counts of fraud involving approximately $800,000. Satvir Birk, of Reedy Creek, appeared in Southport Magistrates Court charged with five counts of fraud, carrying a maximum penalty ...

New non-executive director for GBST

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
... industry, GBST, has appointed a new independent non-executive director. Experienced company director and chartered accountant, Deborah Page will join the board, as GBST looks to reinforce its renewal strategy to align director's skills with the strategic ...

ASIC changes drive GPS Wealth growth

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
... Wales, licensing practices in Orange, Dubbo, Parkes, Tumut, Armidale and Broken Hill. Greg Holman, certified practising accountant and co-founder of GPS Wealth, said the removal of the accountants' exemption had forced many practitioners to become licensed ...

Bennelong appoints new director

ALEX BURKE  |  THURSDAY, 23 JUN 2016
Bennelong Funds Management has appointed a new non-executive director. Andrea Waters currently sits on the boards of Chartered Accountants Australia New Zealand, Citywide, CareSuper and the Lord Mayor's Charitable Foundation. Prior to this, she was ...

MyPlanner streamlines back-office for 175 advisers

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
MyPlanner has debuted its new end-to-end back-office solution for its network of 175 financial planners. Following a pilot program, the new system has been rolled out to the entire MyPlanner network: it provides statement of advice templates, document ...

Advisers see value in degree

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
A new survey from Mentor Education and Core Data has revealed that 75% of financial advisers support a bachelor of financial planning over a related bachelor's degree. The survey of over 500 financial advisers, including 400 financial planners, 86 accountants ...

National dealer group adds two advice firms

DARREN SNYDER  |  TUESDAY, 14 JUN 2016
... compelling dealer group offering with strong technical and compliance services." The Ellhan addition sees practicing accountant, Paul Elliot, and financial advisers Chris Hanrahan and Mark Scott, join Elders to enhance the current adviser service offered ...