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Showing 601 - 610 of 1117 results for "accountant"

Performance, fees still major retention risk

ALEX DUNNIN  |  FRIDAY, 29 NOV 2013
Dissatisfaction with performance and fees is still the biggest risk to member retention for retail funds while for industry funds changing employers is the biggest risk to retention, reveals the latest Roy Morgan Research's superannuation and wealth ...

Accountants cautious to enter advice space

LAURA MILLAN  |  TUESDAY, 26 NOV 2013
Accountants are entering the advice space in very limited numbers and almost six months after the accountant exemption ended, only 31 have applied for a limited Australian financial services licence (AFSL). "Accountants will not be rushing into limited ...

Accountants tap into advice with tech advantage

LAURA MILLAN  |  FRIDAY, 22 NOV 2013
Australian accountants are the most tech aware in the world as they further move into the advice space via both limited and full licences. As many as 95% of Australian accountants are aware of the benefits that mobile technology will have on the profession ...

Bad estate planning advice is getting clients in trouble

LAURA MILLAN  |  TUESDAY, 19 NOV 2013
... deeds, they need to make sure that they are "high quality, that the original is put with the lawyer in safe custody, the accountant has one, client another and that there are plenty of scanned copies."

Costs of new SMSF regulation expected to be "minimal"

LAURA MILLAN  |  MONDAY, 11 NOV 2013
The Australian Securities and Investments Commission (ASIC) expects that the industry will implement the new self-managed super funds (SMSF) proposals "with minimal cost and disruption." During the consultation process for CP216 'Advice on self-managed ...

Advice insto ownership steps up post GFC

ALEX DUNNIN  |  MONDAY, 11 NOV 2013
... resulted in the number of advice licensee groups increasing from about 650 in 2008 to 800 in 2013. An expected 10,000 accountant-advisers that industry observers have speculated are likely to enter the market as independent non-aligned intermediaries ...

NZICA and ICAA members approve merger plans

MARK SMITH  |  MONDAY, 4 NOV 2013

Three more MySuper licenses

ALEX DUNNIN  |  WEDNESDAY, 30 OCT 2013
... their consolidating new brand that intregates the funds formerly that went under the banners of Recruitment Super, Accountant Super, Australian Enterprise Super and Smart Pension. The looming January deadline after which employers will only be able to ...

Accountants on look-out for SMSF-expert advisers

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
... (SMSF) advisers, according to a recent report by Investment Trends and OneVue. The OneVue/Investment Trends 2013 SMSF Accountant Report found that over the past year, 28% of accountants preferred to refer their SMSF clients to a single, trusted financial ...

Direct investment growth changes landscape

MARK SMITH  |  FRIDAY, 25 OCT 2013
A steady rise in the number of consumers investing directly signals the emergence of a new investment landscape for wealth managers to tap into, according to a CoreData report. CoreData said the growth in the segment poses both challenges and opportunities ...