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Showing 461 - 470 of 1117 results for "accountant"

Australian Unity acquires three new practices

ALEX BURKE  |  THURSDAY, 3 DEC 2015
... attractiveness to advisers of our relationship-based full service offering, our broad open-architectured APL and our Accountant Partnership Program." He added, "The fact we are a mutual organisation focused on helping our advisers improve the financial ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... freedom," she explained. Byrne said that she was looking for a female financial planner and that was referred to her by her accountant. She told advisers about her different roles in the media through the years and encouraged them not to be afraid of ...

Treasurer calls for planners to enter China

DARREN SNYDER  |  WEDNESDAY, 18 NOV 2015
Federal Treasurer Scott Morrison has reignited calls for financial services and planners to enter the Chinese market and further develop competitive advantages established in Australia's sophisticated system. Morrison made the comment at a Bloomberg ...

Findex announces major business restructure

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
Findex has announced it will transition to a new operating model which will be carried across to all businesses in the group. Under the new model, Findex businesses including Crowe Horwath accountants, Centric Wealth, Financial Index Wealth Accountants ...

New Topdocs tool speeds SMSF application

MARK SMITH  |  MONDAY, 16 NOV 2015
Legal document provider Topdocs has developed a quick and easy way for new SMSFs to register for an ABN and Tax File Number through its new Instant SMSF online application. Topdocs director Michael Spakman said the new feature, available in Topdocs' ...

Australians don't want government to step in on super: research

DARREN SNYDER  |  MONDAY, 26 OCT 2015
... started one had they known how much work was involved. More than a third said their SMSF had made more money for their accountant than themselves. REST had more than $37 billion in funds under management as at 30 June 2015 and about two million membe ...

BT Panorama aiming at advisers and SMSFs

DARREN SNYDER  |  THURSDAY, 22 OCT 2015
... leveraging that capability and extending it to a more integrated experience for the member, the adviser and also the accountant," Lawrenson said. BT Panorama has been in development for four years with about 350 people working on the program.

Findex hires head of risk from Macquarie

MARK SMITH  |  TUESDAY, 6 OCT 2015
Findex has appointed a former Macquarie executive lead its commission-free risk business and build the corporate benefits consulting arm. As head of risk and corporate benefits, Patrick Dieter will also be responsible for reviewing and growing the company's ...

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
... stops with them as trustees, at the end of the day. I know a classic case where a colleague of mine had a friend whose accountant told him to move his money from an industry fund to an SMSF and borrow to buy property with an LRBA. He ran away, set up ...

Australian Unity acquires four practices

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
... to the firm because of its "relation-based full service offering," in addition to its open approved product list and accountant partnership program. He added that Australian Unity is "a mutual organisation focused on improving the financial wellbeing ...