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Showing 491 - 500 of 595 results for "ACCR"

ATO launches auditor software

MICHAEL HOBBS  |  THURSDAY, 27 NOV 2008
The Australian Tax Office (ATO) is giving self managed super fund (SMSF) auditors a helping hand with eSAT, a electronic superannuation compliance audit tool. The audit tool provides a reference feature, relevant case studies and a list of questions ...

St.George chief resigns

RUTH LIEW  |  MONDAY, 17 NOV 2008
Paul Fegan, chief executive and managing director of St. George Bank, has announced his resignation. "Given that St.George shareholders have overwhelmingly endorsed the [Westpac/St.George] merger, it's now appropriate to make my decision about the future," ...

SMSF industry needs official auditors: SPAA

MICHAEL HOBBS  |  MONDAY, 3 NOV 2008
Growing scrutiny on the self managed super fund (SMSF) industry highlights the importance of an accredited SMSF auditors, according to the SMSF Professionals' Association of Australia (SPAA). Chris Pearce, shadow minister for financial services, superannuation ...

BT toolkit targets three gens

RUTH LIEW  |  WEDNESDAY, 10 SEP 2008
BT Financial Group is taking a three-pronged approach to help their financial advisers garner business from Gen X, Y, and baby boomer clients. BT yesterday launched the BT Generation Series - three educational toolkits available to its wrap advisers ...

Comm Bank expands FP Vic office

MICHAEL HOBBS  |  WEDNESDAY, 3 SEP 2008
The Commonwealth Bank appointed Christian Strahlhofer and Komal Soni as relationship manager and account manager for corporate financial services, respectively in its financial planning division. Prior to this role, Strahlhofer worked in corporate banking ...

Finance recruiters keen for more

RUTH LIEW  |  TUESDAY, 19 AUG 2008
Australia's financial services industry is hungry for new blood - spurring some of the biggest names in the industry to embark on a serious recruitment hunt via Kaplan Professional's Financial Services Careers Week. Kaplan officially unveilled its Careers ...

New era in fee disclosure

MICHELLE BALTAZAR  |  TUESDAY, 5 AUG 2008
Thousands of planners are at risk of losing their industry accreditation if they haven't complied with a little known industry guideline on trail fees that took effect this year. Two years ago, the Financial Planning Association (FPA) introduced four ...

Garvan FP practice gains SAI approval

MICHAEL HOBBS  |  FRIDAY, 18 JUL 2008
Garvan licensed financial planning practice, Finance Control was awarded the SAI Global backed, Financial Planning 9000 standard, a benchmark for quality administration and business management. The Financial Planning 9000 - Quality Management for Financial ...

Bell Financial buys Southern Cross Equities

MICHAEL HOBBS  |  MONDAY, 7 JUL 2008
Bell Financial Group (BFG) is one step closer to becoming one of Australia's largest independent broking businesses after signing an agreement to buy Southern Cross Equities for approximately $150 million. The transaction consists of a 50 per cent split ...

Franchise banking attract planners

MICHELLE BALTAZAR  |  MONDAY, 30 JUN 2008
The franchising industry may seem worlds apart from financial planning but Commonwealth Bank has found a way to tap into the franchising model to better serve the banking needs of dealer groups. Last October, Commonwealth Bank launched a specialist ...