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Showing 31 - 40 of 1116 results for "accountant"

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... conduct to contact the Australian Financial Complaints Authority. According to her LinkedIn, Rogan was a chartered accountant and a Certified Financial Planner. The Financial Advice Association Australia terminated Rogan's membership in May 2024 following ...

Perpetual promotes two to strengthen fixed income team

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... and assistant portfolio manager at Macquarie, where he was posted for almost eight years. He began his career as an accountant at PwC in 1993. Perpetual Asset Management Australia chief executive Amanda Gillespie welcomed the appointment. "Vivek is a ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. The guidance follows the release of the ATO Tax Determination in September last year, which the ...

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation Scheme of Last Resort (CSLR) and Delivering ...

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON  |  TUESDAY, 13 MAY 2025
Daniel Mulino is the new minister for financial services and assistant treasurer. Mulino was named in the position by Prime Minister Anthony Albanese yesterday. He brings a great deal of relevant experience to the portfolio. With an extensive background ...

Industry bodies call for delay to Payday Super

JAMIE WILLIAMSON  |  FRIDAY, 9 MAY 2025
A collective of industry bodies, including Chartered Accountants ANZ and the Financial Advice Association Australia, want the government to push the implementation of Payday Super to July 2028. In a joint submission to Treasury, eight industry lobby ...

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Longreach Alternatives has hired Katerina Skulskaya, a former director at Colonial First State Investments, to strengthen its fundraising efforts. Based in Brisbane, Skulskaya will cover private wealth and family office clients for Longreach Capital ...

Taxes and housing dominate election race

ELIZA BAVIN  |  MONDAY, 14 APR 2025
As May 3 steadily approaches, Prime Minister Anthony Albanese and Opposition Leader Peter Dutton have announced some big spending policies to woo voters. If elected, Labor has promised first home buyers a government loan guarantee to purchase a property ...

CA ANZ launches AI fluency certificate for finance professionals

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
Chartered Accountants Australia and New Zealand (CA ANZ) has launched an AI Fluency certificate to arm financial professionals with the skills to work with Generative AI. CA ANZ group executive education and marketing Simon Hann said the certificate ...

Court approves Caddick SMSF class action settlement

KARREN VERGARA  |  WEDNESDAY, 2 APR 2025
The Federal Court has approved the settlement amount of $3.54 million for Melissa Caddick victims who brought a class action against auditors that failed to detect fraudulent activities in their SMSFs. Michael Chapman, a director at Mackay Chapman ...