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Showing 431 - 440 of 1117 results for "accountant"

ASIC warns SMSF accountants to have backup plan

KERRIE SYDEE  |  WEDNESDAY, 8 JUN 2016
... funds (SMSFs). ASIC senior executive leader, assessment and intelligence, Warren Day noted that after 30 June 2016, any accountant found to be providing unlicensed advice risked regulatory action and said: "Providing unlicensed financial services is ...

AdviserLogic appoints former Countplus director

ALEX BURKE  |  FRIDAY, 3 JUN 2016
Software provider AdviserLogic has appointed a new strategic consultant. David Smith will also be appointed non-executive chair "in due course," according to AdviserLogic's statement. As well as formerly heading up the Institute of Chartered Accountants ...

SMSF accountants seek investment product knowledge

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
... accountants want more information and education before recommending them to SMSF clients. The Investment Trends 2016 SMSF Accountant Report said only 1000 accountants have obtained either a full or limited Australian Financial Services Licence (AFSL) ...

Award-winning adviser joins APESB

KERRIE SYDEE  |  TUESDAY, 31 MAY 2016
... owner and principal at Quantum Financial, Claire Mackay, will join the board from July 1. Mackay is a qualified charted accountant, certified financial planner, self-managed super fund expert and qualified lawyer. Mackay is also a member of the ASIC ...

Adviser Network launches SMSFit

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... provided by SMSFit, as to the suitability of a self-managed super fund for the clients." SMSFit is licensed by the accountant's chosen AFSL provider. Registration involves an annual subscription fee of $99 with the cost of producing the results and a ...

Ignition Wealth partners with SMSF administrator

ALEX BURKE  |  MONDAY, 23 MAY 2016
Independent automated investment adviser Ignition Wealth has partnered with a leading SMSF administrator. Triple A Super provides administration, taxation, deed and transition services for SMSF advisers and accountants. Through the Ignition Wealth partnership ...

Financial planners improve standing in annual trust survey

MARK SMITH  |  TUESDAY, 17 MAY 2016
Financial planners have improved their standing in the Roy Morgan Image of Professions survey but still have some way to go before they can be considered one of the most trusted professions. Of the 30 professions included in the survey, financial planners ...

Boomers driving interest in PAFs

MARK SMITH  |  TUESDAY, 17 MAY 2016
... Services there are currently 1370 PAFs in Australia, with around 150 established annually. Fausto Pastro, a director at accountant and advisory firm William Buck, said: "In the past 12 months we have witnessed a spike in enquiries regarding the establishment ...

Risk management firm joins Bombora network

ALEX BURKE  |  MONDAY, 16 MAY 2016
... collegiate sharing of knowledge, experiences and expertise." He added: "In this environment of change, financial advice and accountant principals are future proofing their businesses through specialisation and mutually beneficial commercial alliances. ...

Libertas launches licensing to attract SMSF specialists

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... minimum fuss, maximum compliance and with minimal disruption to their business," Euvrard said. To obtain the Libertas accountant authority, accountants must have completed the appropriate RG146 compliance.