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Showing 551 - 560 of 1117 results for "accountant"

Claims against advice arm have no factual basis: Macquarie

LAURA MILLAN  |  MONDAY, 4 AUG 2014
... suffering large financial losses after being misclassified as sophisticated, Macquarie said the client was a qualified accountant with experience in senior executive roles. The client had provided an accountant's certificate that "entitled him to be ...

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
... deciding to set up an SMSF. In 2013 around 35% of respondents said that they set up an SMSF due to advice from their accountant, whereas in the most recent report this figure has dropped to 30%. For those respondents considering setting up an SMSF, the ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
... in getting licenses to provide SMSF advice. "Our research on this sector tells us that a substantial portion of the accountant market have no intention of obtaining a license to provide SMSF services, which means that by 2016 they will need to find alternative ...

Australian Unity in talks to buy Premium Wealth Management

ALICE URIBE  |  FRIDAY, 25 JUL 2014
Australian Unity Personal Financial Services (Australian Unity) retains its focus on acquisitions, entering discussions with Premium Wealth Management to acquire all of the dealer group's shares. The board of Premium Wealth Management has recommended ...

ASIC cancels 8 AFSLs after review

LAURA MILLAN  |  TUESDAY, 22 JUL 2014
Eight advice businesses have had their Australian financial services (AFS) licenses cancelled after an Australian Securities and Investments Commission (ASIC) review into licensees that failed to lodge audited annual statement. The review has resulted ...

SMSF service industry comes of age: Survey

MARK SMITH  |  TUESDAY, 22 JUL 2014
A newly published survey of the self-managed super fund (SMSF) sector reveals a large, flourishing and enormously diverse industry, with no single business model dominating. Jointly published by the SMSF Professionals' Association of Australia (SPAA) ...

Australian Unity added 14 planning practices in a year

MARK SMITH  |  THURSDAY, 17 JUL 2014
... "Advisers tell us they are drawn to Australian Unity because of our relationship based, full service model offering and our Accountant Partnership Program, as well as the fact we are not a bank or life insurance company," Australian Unity Personal Financial ...

ASIC concerned about SMSFs, warns spruikers

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
The sharp rise in promoters recommending Australians to use their self-managed super fund (SMSF) to invest in property has led the Australian Securities and Investments Commission (ASIC) to remind property developers that they need a license to operate. ...

SMSFs get off lightly in FSI interim report

JAMES FERNYHOUGH  |  WEDNESDAY, 16 JUL 2014
Self-managed superannuation funds look unlikely to face any major regulatory overhauls as a result of the Financial System Inquiry (FSI), recommendations made in the interim report suggest. The FSI interim report dedicated a short section to SMSFs ...

Calastone launches automated reporting tool

LAURA MILLAN  |  MONDAY, 14 JUL 2014
Calastone network users will be able to electronically communicate half yearly distribution income information from December. The new tool will automate distribution and communications between accountants managing self-managed super funds (SMSFs) and ...