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Showing 451 - 460 of 1117 results for "accountant"

Most accountants still unready for advice

ALEX BURKE  |  TUESDAY, 16 FEB 2016
Most accountants still lack confidence in their ability to deliver financial advice services, according to Bstar research. The Bstar 2016 Accountants Research Report suggests that 81% of accountants are unready to provide financial advice. This is lower ...

Mine Wealth + Wellbeing appoints interim CEO

MARK SMITH  |  THURSDAY, 4 FEB 2016
Mine Wealth + Wellbeing has appointed an interim CEO to oversee the industry super fund when incumbent Bruce Watson departs after 23 years. Current chief governance and risk officer Nicole Killen will step into the role while the mining industry fund ...

AMP updates SMSF platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
AMP has updated the SuperConcepts superMate SMSF accounting platform. According to AMP subsidiary SuperConcepts' chief technology officer Kurt Groeneveld, the changes were made to accommodate "extensive testing and feedback from existing superMate users ...

Limited AFSLs like "part-time surgeons"

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Accountants with limited Australian financial services licences are like "part-time surgeons," according to John Birt, principal of advice M&A broker Radar Results. Birt branded limited AFS licenses "dangerous" and argued that in order for accountants ...

Super switches estimated at $35 billion

DARREN SNYDER  |  THURSDAY, 7 JAN 2016
... financial advice when switching super. Of those who did seek advice, 26.9% sought a financial adviser and 8.2% asked an accountant. The remainder of Australians sought advice from employers, financial institutions, and friends or family. The survey estimates ...

PwC appoints SMSF specialist

DARREN SNYDER  |  WEDNESDAY, 16 DEC 2015
... member of the Australian Tax Office's (ATO) Superannuation Industry Advisory Group. Westover is a Fellow Chartered Accountant and a CA SMSF specialist. She holds a Master of Legal Studies from the University of New South Wales and a Bachelor of Business ...

SMSF capability added to BT Panorama

MARK SMITH  |  MONDAY, 14 DEC 2015
BT is ready with the first phase of its new SMSF offering, which offers access to all the investments on the BT Panorama platform. Launching in early 2016, the new solution allows advisers, accountants and their clients to collaborate on the establishment ...

IOOF division launches philanthropy services

LAURA MILLAN  |  THURSDAY, 10 DEC 2015
Australian Executor Trustees (AET), a division of IOOF, has launched a number of philanthropy solutions that will allow advisers access to structures that will benefit their clients. The firm has also assisted Queensland University of Technology (QUT) ...

No change to super tax subsidy measure

ALEX DUNNIN  |  FRIDAY, 4 DEC 2015
Superannuation lobby groups have failed to convince a parliamentary inquiry that the Tax Expenditures Statement misrepresents the cost of superannuation subsidies. The House of Representatives Standing Committee on Tax and Revenue has just issued its ...

Accountants slow to take up limited AFSL

ALEX BURKE  |  THURSDAY, 3 DEC 2015
Accountants have been slow to apply for the additional licensing conditions required to continue advising on self-managed super funds in 2016, according to Perpetual Private. Perpetual research found that 72% have yet to start their licence application ...