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Showing 431 - 440 of 1828 results for "accounting"

Generation Life awards tech mandate

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... business. The software, InvestPro, provides unit pricing, cash allocation and rebalancing, tax accruals, investment accounting and reporting. The package includes a tax-reporting functionality. Generation Life partnered with Optimum Pensions in January ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... Paul Barrett said Queensland was an important geographic area for the group and a market with exceptional professional accounting and advisory businesses. "The addition of Blue Harbour Financial Partners and Henderson Matusch Group broadens the capability ...

Citi hires transition management expert

KARREN VERGARA  |  TUESDAY, 4 MAY 2021
... that worked in various migration and implementation roles within custody, trust banking, outsourcing, as well as fund accounting. Citi head of transition and portfolio solutions for APAC Michael Jackett-Simpson said transition management is a specialised ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... CountPlus completed six tuck-in acquisitions in the six months to 31 December 2020 including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and is rapidly expanding its network.

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
The ASX-listed advice and accounting group has announced its member firm Kidmans Partners Wealth is acquiring the financial advice services of another member firm. Kidmans will pay $290,000 to Colgin Financial Services with $150,000 paid on completion ...

Westpac earnings take hit

ANNABELLE DICKSON  |  MONDAY, 26 APR 2021
... announced a $282 million hit to its statutory profit after an increase in customer refunds, software write-downs and accounting losses, ahead of its interim results. Westpac recorded $220 million in customer refunds, payments, associated costs and litigation ...

Perks names investment chair

ANNABELLE DICKSON  |  TUESDAY, 20 APR 2021
... promoted Nick Connelly to director from associate director last year. Perks is South Australia's largest privately-owned accounting and wealth advisory firm with over $1 billion in funds under management.

MLC Life makes key appointments

ELIZABETH MCARTHUR  |  MONDAY, 19 APR 2021
... the financial management and control of MLC Life, including expense management, investment control, tax, financial accounting and reporting. Mamelok was chief financial officer at Integrity Life before stepping into the acting chief executive role in ...

Franklin Templeton awards custody mandates

ELIZABETH MCARTHUR  |  MONDAY, 19 APR 2021
... encompasses $8.5 billion in assets under management. The 26 funds have been onboarded onto J.P. Morgan's global fund accounting platform InvestOne providing Franklin Templeton with access to J.P. Morgan's workflow technology. The platform provides oversight ...

Atlas Wealth launches mortgage brokerage

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
... Australia. Atlas Mortgages is led Jeremy Harper as director, an experienced mortgage broker who's also worked in accounting and taxation. He was most recently a director at hfinance, joining in May 2015; a firm that also provides mortgage-broking ...