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Showing 471 - 480 of 1117 results for "accountant"

Accountants nearing SMSF exemption deadline

ALEX BURKE  |  MONDAY, 31 AUG 2015
... introduced a SMSF Certified Practitioner accreditation to develop education about SMSF administration, and was working on an accountant licensing solution to provide a professional pathway for accountants to continue to provide SMSF advice. Bstar chief ...

Perpetual's acquisition of The Trust Company pays off

LAURA MILLAN  |  THURSDAY, 27 AUG 2015
... million and the division continues to target the high net worth market through different strategies such as launching an accountant preferred business partner program and targeting professionals such as lawyers or doctors. Perpetual Limited reported ...

H&R Block launches SMSF set-up service

STAFF WRITER  |  THURSDAY, 20 AUG 2015
H&R Block, Australia's largest firm of tax accountants, has established a service for self-directed investors to set-up and manage their own funds. H&R Block SMSF Solutions helps ordinary Australians through the whole SMSF process from set-up to tax ...

Findex appoints former ANZ exec

ALEX BURKE  |  WEDNESDAY, 12 AUG 2015
Findex has appointed a new global head of business development. Peter Gardiner joins the advice group from ANZ, where he was head of origination, corporate bank. Commenting on the appointment, Findex chief executive Spiro Paule said, "Peter has deep ...

Capstone/BGL to deliver online AFSL authorisation

ALEX BURKE  |  TUESDAY, 4 AUG 2015
Capstone Financial Planning and SMSF administration services provider BGL are partnering to deliver online Australian Financial Services Licence authorisation to accountants. The partnership will enable BGL clients to apply online for an AFSL via a ...

SMSF Association launches accreditation

LAURA MILLAN  |  FRIDAY, 24 JUL 2015
The SMSF Association has launched an accreditation program for financial services workers willing to know the basics of self-managed super funds (SMSFs). The SMSF Practitioner (SSP) program is a practical, foundation-based SMSF designation aimed at ...

Accountants flood independent licensee

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
A non-aligned dealer group has seen 30 accounting practices join in the last year as the limited and full advice licenses gain momentum. GPS Wealth said that so far the limited license has been the most popular option for accounting practices joining ...

Findex life insurance goes commission-free

ALEX BURKE  |  MONDAY, 20 JUL 2015
Findex's Centric Wealth and Financial Index Wealth Accountants divisions will now only recommend commission-free life insurance policies. As per the recommendations provided by the Association of Financial Advisers (AFA), Financial Planning Association ...

Advisers should beware industry "frenemies"

ALEX BURKE  |  WEDNESDAY, 15 JUL 2015
Advisers should master digital communications channels before they lose business to other industries, according to Association of Financial Advisers chief executive Brad Fox. Speaking in Sydney at the launch of the AFA/Zurich/Beddoes Institute white ...

Class appoints three board members

DARREN SNYDER  |  WEDNESDAY, 15 JUL 2015
... board of the Public Interest Advocacy Centre and the Australian Business and Community Foundation. He is a chartered accountant. Bungard joined Class in 2009 as chief operating officer and has overseen the commercialisation, launch and growth of Class ...