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Showing 621 - 630 of 1814 results for "accounting"

Portfolio manager caught out faking returns

KANIKA SOOD  |  FRIDAY, 19 JUL 2019
... "Rege's use of the different discount curves instead resulted in the booking of unsubstantiated profits in the fund's accounting records. Rege did not have authorization from the Fund Adviser to use the different discount curves." The fund adviser ultimately ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... action participation via the digital consent functionality is now available as is a new SMSF dashboard with integrated accounting software. According to Investment Trends' 2019 Planner Technology Report, BT Panorama is the highest rated platform for ...

Perpetual Investments leaks $1.1bn

KANIKA SOOD  |  TUESDAY, 16 JUL 2019
... market appreciation of $1.1 billion on the funds under management and paid out $300 million in distributions to clients. Accounting for everything, Perpetual Investments had $27.1 billion in funds under management at June 30. This is down $0.3 billion ...

Reforms see super fees in flux

HARRISON WORLEY  |  MONDAY, 1 JUL 2019
... reconsider their fee structures. People under the age of 25 contribute around 1% to the total Australian super market, while accounting for fewer than 15% of members, according to Rainmaker. Sargon general counsel Fiona Borrelli says the changes are ...

Magellan renews fund administrator

KANIKA SOOD  |  WEDNESDAY, 26 JUN 2019
... administration at Magellan which has over $80 billion in total. This includes unit registry, investment administration, fund accounting and middle office services across a large number of Magellan's funds and mandates. "The signing of this agreement ...

Advice group adds general manager

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
... board to lead the wealth strategy. "The exit of the big banks from the wealth space represents a big opportunity for accounting firms looking to diversify their offering," he said. "Brett is excited by the ability to bring his expertise to the table ...

University to probe reverse mortgages

KANIKA SOOD  |  TUESDAY, 11 JUN 2019
... Capital's industry expertise, we will design, and field test, an online experimental survey to study the role of mental accounting in the demand for reverse mortgages." An ASIC report into the sector last year said reverse mortgages from authorised ...

New leadership at SuperConcepts

ELIZABETH MCARTHUR  |  FRIDAY, 7 JUN 2019
... SuperConcepts and will continue to be client-focussed in her new role. Prior to joining SuperConcepts, Sheppard worked in accounting and boutique administration firms that services self-managed superannuation funds and corporate industry super funds. ...

Life expectancy declining: KPMG

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2019
... fourth consecutive year. After analysing the mortality of UK retirees on defined benefit plans, the KPMG 2019 Pensions Accounting Survey found median life expectancy has fallen by 0.2 years for current pensioners and 0.1 years for future pensioners. ...

Advice and accounting align post-Royal Commission: CountPlus

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
New research released by CountPlus shows that Australia's advice and accounting sectors will rapidly converge in the post-Hayne world. The CountPlus whitepaper argues that a new space defined by professionalism and quality advice outcomes is rapidly ...