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| | | My Adviser group has launched a specialist authority licensee package to enable accountants to continue to provide advice on SMSFs and superannuation following the changes to the accountant exemption in the FOFA reforms. Currently, accountants can provide ... |
| | | | Advisers can create an additional revenue source if they streamline their relationship with accountants and create the option to charge an administration fee to their increasing base of self-managed super funds (SMSF). With investment commissions removed ... |
| | | | ... Services and AMP Capital in a planner-focused strategic drive for growth that will also extend to individual trustees, accountants and stockbrokers. "This is about creating a new way of doing business. We have established a new business unit with the ... |
| | | | ... reinforced following the collapse of Trio Capital. Liz Westover, head of superannuation at the Institute of Chartered Accountants, however, said that while she supports the process, the legislative requirement for a competency test on less experienced ... |
| | | | The federal government's new conditional licensing regime for accountants has been applauded by professional bodies as a step to achieving broader access to financial advice. CPA Australia chief executive officer Alex Malley said the new rules are a ... |
| | | | ... Within the core sample of 1,854 investors however, it should be noted that this year there were approximately 3% more accountants and planners operating an SMSF for their own purposes. Despite the findings, the planning industry itself is expecting SMSF ... |
| | | | ... by Class Financial Systems, has introduced the new property module to allow SMSF administrators, adviser groups and accountants to maximise the allowable tax deductions on investment properties. "Standard SMSF software typically calculates property depreciation ... |
| | | | ... Thomas, general manager of philanthropy at Perpetual, speaking yesterday at the Australian Institute of Chartered Accountants' Sydney Business Forum. "What's happened is in the good times, there have been many people who have set up private ancillary ... |
| | | | ... employees of gatekeepers who are seeing other people's information and trading on it." Gatekeepers, Gibson said, include accountants, investment advisers, stock market registry providers and other intermediaries involved in bringing a corporation to ... |
| | | | In one of the most innovative developments by a professional association, the 20,000-strong Institute of Public Accountants is repackaging its professional member services in a move it expects will transform how public accountants connect with their ... |
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