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Showing 531 - 540 of 1117 results for "accountant"

Count launches new online tool

MARK SMITH  |  THURSDAY, 16 OCT 2014
Count Financial has launched a new online tool to help accountants ensure they complete all the necessary steps to continue providing SMSF advice to clients before the July 2016 deadline. The new tool, which launched on 13 October, helps users to understand ...

Premium signs up three accounting practices

MARK SMITH  |  FRIDAY, 10 OCT 2014
Dealer group Premium Wealth Management has signed up three new accounting practices who are looking to add financial planning operations to their businesses. ADX Financial Planning (formerly part of Moon Cunningham and licensed through Count), Sullivans ...

TWUSUPER appoints new CEO

ALICE URIBE  |  FRIDAY, 10 OCT 2014
... Business in Accounting, Master of Business Administration, and Diploma of Superannuation. He is a Certified Practising Accountant and Fellow of the Australian and New Zealand Institute of Insurance and Finance. He is also part of the Industry Funds Forum ...

Two-fifths forced into retirement before financially ready

MARK SMITH  |  THURSDAY, 9 OCT 2014
The best laid retirement plans are often outdone by illness or redundancy with new research from Mercer showing that 40% of Australians are forced into retirement before they are financially ready. According to the report, retirees will outlast their ...

Bennelong appoints national account manager from Zurich

MARK SMITH  |  WEDNESDAY, 8 OCT 2014
... houses and national dealer groups. Previously, he worked as research analyst and ETF strategist with Morningstar and an accountant and portfolio analyst with UHY Haines Norton. "Our existing sales team has built strong relationships throughout the industry's ...

Accountant pays $10,000 fine for $100,000 fraud

LAURA MILLAN  |  FRIDAY, 3 OCT 2014
A former Perth company director will have to pay a $10,000 fine after inducing a 70-year-old investor to give his business a cheque for $100,000 and then using it for his own purposes. Andy Kay Hooi Lim saw his 12 months jail sentence wholly suspended ...

Guardian and Asteron help launch pro bono adviser service

ALICE URIBE  |  FRIDAY, 19 SEP 2014
Guardian Advice and Asteron Life have joined together with a network of financial advisers to launch Claims Aid, a service to provide pro-bono claims assistance on life and disability policies. Peter Kaleta, a principal adviser at Life Shield and founder ...

AXA ESG SmartBeta fund available to retail investors

JAMES FERNYHOUGH  |  MONDAY, 15 SEP 2014
Retail investors with an interest in responsible investment can now access AXA Investment Managers ESG SmartBeta fund. The AXA IM ACWI SmartBeta Equity Fund is now available on the Asgard platform after having been seeded with $55 million from Financial ...

Forget about national advice exam, focus on training: CPA

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
A national examination for financial advisers would fail to address the current deficiencies and, instead, CPA Australia and Chartered Accountants ANZ say the focus should be on adviser training and establishing a comprehensive curriculum. A single ...

Advisers must attend ethics classes, say ISA and AIST

JAMES FERNYHOUGH  |  WEDNESDAY, 10 SEP 2014
Financial advisers should be forced to undergo mandatory ethics classes as part of a comprehensive overhaul of the professional standards of the industry, the not-for-profit superannuation industry has argued. In a joint submission to the Parliamentary ...