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Showing 51 - 60 of 1117 results for "accountant"

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
SMSF Association, Deakin University, and AccountantsIQ have partnered to deliver two courses for financial advisers. Deakin University is offering Ethics for Financial Services (Intensive), a compulsory bridging unit with 30 CPD hours. It runs across ...

Count reports strong results on back of Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 30 AUG 2024
Count saw revenue growth of 22% for the full year ending June 30 to $111.8 million, driven by both organic growth and acquisitions. EBITA was $10.19 million reflecting $4.97 million while underlying EBITA grew 61% to $16.63 million both primarily driven ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
Sequoia Financial Group gained a net of 14 financial advisers to end up with about 350 representatives at the end of the 2024 financial year. Sequoia added 70 advisers to the stable but lost 56, most of whom were from "non-economic practices who closed ...

ART appoints chief financial officer, promotes managers

ELIZABETH FRY  |  FRIDAY, 16 AUG 2024
... opportunities. Fraser was chief executive of QInsure, which was rebranded ART Life earlier this year, since 2018. A chartered accountant by trade, he's held several finance, insurance and operations roles over the years, including stints at Standard ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... Irene Guiamatsia told the SMSF Association Technical Summit. According to the Investment Trends 2024 SMSF Adviser and Accountant Report, there has been a significant increase in revenue from SMSF clients year-on-year, consolidating the market's sentiment ...

CSLR makes inaugural payments

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... from the Northern Beaches received about $17,000 in compensation after taking out a large loan on the advice of his accountant to invest in a scheme he was told had "guaranteed returns". The claimant invested $200,000 he believed was allocated to international ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... we do for the parents. Sometimes it doesn't involve a Statement of Advice. It might just be helping them find an accountant," Vade says. "That helps build a relationship and as those requirements get more serious and more important, then a more ordinary ...

Count names brand, experiences head

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
Count has appointed a new lead for brand and experiences who recently finished up at Rest. Leah Hitchings joins the ASX-listed group as head of brand and experiences, a newly created role responsible for developing and executing Count's brand strategy ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
A new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ...