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Showing 441 - 450 of 869 results for "Accountants"

FSC joins calls for tax deductible advice

MARK SMITH  |  MONDAY, 10 FEB 2014
... pre-Budget submission to join organisations such as the Financial Planning Association (FPA) and the Institute of Public Accountants (IPA) in calling for the tax incentives. "The FSC recommends that payments for up-front financial advice should be tax ...

Charterhill assets frozen

HARRY PAGE  |  THURSDAY, 6 FEB 2014
... wants to make sure those investors can be confident they can obtain good quality advice through gatekeepers such as accountants and financial planners," said ASIC commissioner Peter Kell. Lending Solutions International, Nova Real Estate, EJ Property ...

Advisers and accountants clash over SMSFs

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
Accountants are feeling challenged that they cannot set up self-managed superannuation funds (SMSF) without a license, at the same time advisers are struggling to gain clients' trust when it comes to SMSFs, Crowe Horwath head of SMSF and Superannuation ...

New ATO powers to decrease SMSF 'delinquency'

JAMES FERNYHOUGH  |  TUESDAY, 21 JAN 2014
... making a fund non-complying was too much of a sledgehammer," said Agland, whose organisation provides services to SMSF accountants and trustees. "This has encouraged a number of trustees to ignore or breach their obligations on a regular basis." Andrea ...

Financial Index offers $130m for Centric Wealth

ALICE URIBE  |  MONDAY, 13 JAN 2014
Financial Index Wealth Accountants (FIWA) has entered into an agreement to purchase advisory firm Centric Wealth, in a move that will create one of Australia's largest financial advisory businesses not owned by a mainstream institution, with more than ...

Challenger acquires SMSF business

MARK SMITH  |  MONDAY, 16 DEC 2013
... their savings. Challenger intends to work with Bendzulla to expand its service offerings to SMSF customers and their accountants. The acquisition comes at the same time as the Federal Government has announced it will soon consider the barriers to developing ...

One-stop-shop firms surge to gain scale against big instos

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
... have a similar value set, client base, business culture and valuation. "Valuation has always been a sticky point for accountants," Tynan said. He added that accountancy businesses are valued from 0.7 up to 1 time their accountancy fees, whereas financial ...

Kinetic Super appoints director to replace Fisher

JAMES FERNYHOUGH  |  TUESDAY, 3 DEC 2013
... growth." Professional Associations Super (PASL) rebranded as Kinetic Super in June this year, bringing RecruitmentSuper, Accountants Super, Australian Enterprise super and SMART pension under one brand. The fund has $2.5 billion funds under managemen ...

Performance, fees still major retention risk

ALEX DUNNIN  |  FRIDAY, 29 NOV 2013
... because of such advice. The Roy Morgan Research report further revealed that switchers advised by financial advisers or accountants are much more likely to be older as they averaged 46 years of age compared to 40 years of age for people who switched ...

Accountants cautious to enter advice space

LAURA MILLAN  |  TUESDAY, 26 NOV 2013
Accountants are entering the advice space in very limited numbers and almost six months after the accountant exemption ended, only 31 have applied for a limited Australian financial services licence (AFSL). "Accountants will not be rushing into limited ...