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Showing 761 - 770 of 1816 results for "Accounting"

Pension phase SMSFs prefer Aussie equities

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
... accumulation phase SMSFs are investing 23%. However, investment in international equities is markedly more on par, accounting for just 1% of pension phase portfolios and 1.2% of accumulation phase. "This preference for domestic shares is likely to be ...

Fortnum manager becomes planning coach

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
... more qualified person to lead the way." "Phil's appointment supports the company's ongoing commitment to assisting accounting and financial planning firms to achieve their full potential," Charlton said. Having been a principal of a financial planning ...

New degrees introduced to minimise adviser exodus

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
... reforms may be able to do so via Swinburne Online from February 2018. The university will offer five new business and accounting degrees online that will equip students with the specialist knowledge required to fill the academic gap in the financial ...

Vertically integrated institutions failing to manage conflicts of interest

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... advisers' preference for in-house products was the likely cause, with the regulator finding that, despite in-house products accounting for just 21% of the combined APLs of each institution's two largest licensees, 68% of total client funds were invested ...

Clime IM appoints private wealth head from Suncorp

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... broad skillset across the financial services industry with experience in large corporate entities, not for profit, accounting and small business firms holding business management, practice management and client-facing roles." As above, Abernethy added ...

SMSFs shifting focus for diversification

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... confidence to look for new opportunities,'' Dale said. Financials and materials remained the most heavily traded sectors, accounting for 36% and 17% of the year's turnover. Telecommunication services, healthcare and consumer discretionary stocks also ...

Former advice dealer group chief executive surfaces

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2018
... to make informed decisions as to complex M&A transactions. "With our main areas of expertise in financial planning, accounting and funds management, we are well placed to seize on the significant opportunities that an expansion into the Melbourne market ...

Wealth technology firm acquired for $6.8bn

DARREN SNYDER  |  THURSDAY, 18 JAN 2018
... transaction builds on SS&C acquiring DST Global Solutions in 2014, a DST Systems subsidiary which owned investment and fund accounting platform HiPortfolio, and investment data management and analytics platform Anova. A joint statement said the acquisition ...

Wealth firm acquires taxation educator

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
... subsidiary of Easton Investments, has paid $360,750 to acquire 65% of Taxbytes; a provider of in-house tax training to the accounting and legal industries. Knowledge Shop has also agreed to acquire the remaining 35% equity in the company in three years' ...

Industry funds reign supreme: Research

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... Industry superannuation funds are set to continue their dominance of the sector, with not-for-profit funds already accounting for about two-thirds of Australia's total superannuation assets. Insights from Rainmaker Information show retail super funds ...