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Showing 621 - 630 of 869 results for "Accountants"

SMEs turning to advice, slowly

ALEX DUNNIN  |  WEDNESDAY, 18 MAY 2011
... SMSF being intertwined with their SME structures explains however why these business owners naturally turn to their accountants for financial advice. But the report noted that they are increasingly seeking advice from financial planners, in addition ...

RI Advice partners with Tas bank

ELISE BURGESS  |  MONDAY, 9 MAY 2011
... themselves with local financial groups. "Many of our offices are aligning themselves formally with local groups such as accountants and solicitors as a way of generating leads and referrals," said Paul Campbell, chief executive, RI Advice.

Vow to take on financial planners

MATT WOODINGTON  |  TUESDAY, 3 MAY 2011
... to use their self managed super to purchase investment property. They can't get the necessary advice through their accountants so that's a new target market. It's actually a huge growth industry," said Tim Brown, chief executive officer, Vow. Vow estimates ...

Accountants scope FOFA for opportunities

ELISE BURGESS  |  FRIDAY, 29 APR 2011
The Joint Accounting Bodies are scoping for new potential opportunities for accountants to provide 'non-product' financial advice to clients in light of the FOFA reforms. CPA Australia, Institute of Chartered Accountants in Australia and National Institute ...

Super funds praise reforms

ALISON BEVEGE  |  THURSDAY, 28 APR 2011
... of financial advice to a range of providers including superannuation trustees, financial planners and potentially accountants. The Government says in its information pack that the reform will create a level playing field. Pauline Vamos, chief executive ...

SPAA positive but fears bad practice post FOFA

ELISE BURGESS  |  THURSDAY, 28 APR 2011
... That aside, SPAA generally welcomed the reforms with positive comments about the restricted scaled advice licence for accountants who advise self managed super fund investors and the new state of intrafund advice. Slattery said that a restricted advice ...

Accountants attack planners over naming rights

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
An industry turf war has erupted after accountants said they want the Federal Government to dump adviser requests to restrict the term 'financial planner'. The National Institute of Accountants (NIA) fired the first shots yesterday, saying moves to ...

LGA names chief exec

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
... operating officer and has 25 years of wealth management experience. He is also a member of the Institute of Chartered Accountants in Australia and is a Fellow of the Taxation Institute of Australia. "Lowenhaupt Global Advisors Australia has an outstanding ...

Financial planners crushed by rigid ATO

ALISON BEVEGE  |  MONDAY, 4 APR 2011
... including a three-strikes system for repeat offenders. "That would reduce the targeting of financial planners and accountants," he said. The Financial Review today reported that planners were being inundated with a flood of compensation claims from clients ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 30 MAR 2011
... million of April 2020 bonds. Genworth will release its March 2011 Homebuyer Confidence Index in Sydney and PKF Chartered Accountants will release its Business and Population Monitor 2011. In equities news, Microsoft chief research and strategy officer ...