Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 761 - 770 of 1117 results for "accountant"

FOFA heats up competition for planners

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
Financial planners may be squeezed out of the industry as competition heats up with the impending entry of accountants, stockbrokers and super funds, according to CoreData, with consolidation a likely outcome as smaller practices move to cut costs and ...

Accountant charged with 37 offences

ELISE BURGESS  |  THURSDAY, 15 DEC 2011
Victorian accountant and LGH Holdings director, Mark Ronald Letten, is facing 37 charges including 21 counts of operating unregistered managed investment schemes and deception charges involving $1.4 million. Appearing before the Melbourne Magistrates' ...

New Count chief talks products

ELISE BURGESS  |  MONDAY, 12 DEC 2011
... division which included M&A for CBA. "Count was the only planning practice we looked at [for acquisition] due to its accountant driven model." Lane told Financial Standard that CBA are not big believers in inorganic growth with no real plans for further ...

Equity Trustees appoints director

ELISE BURGESS  |  TUESDAY, 29 NOV 2011
... executive at HGL for 25 years and a director of Clearview Wealth, formerly MMC Asset Management. He is a Chartered Accountant and a Fellow of the Financial Services Institute of Australasia. In his Sydney-based placement, Equity Trustees said Eley will ...

Actuarial certificate delivery speeds up

CLAIRE MCGREAL  |  MONDAY, 28 NOV 2011
... balance at some stage during the year. "It is now easier than falling off a log and can take 2 to 3 seconds for an accountant to automatically have the tax-exempt percentage calculated by one of Australia's leading actuarial firms, and sent back to superMate ...

Accountants partner up with AXA and MLC to offer financial advice

CLAIRE MCGREAL  |  MONDAY, 14 NOV 2011
Accountants are partnering up with AXA and MLC to provide the Institute of Public Accountants' 6,300 public practice members with a financial services package. The move comes in response to planned FOFA reforms, which will remove accountants' exemption ...

Paragem sells dealer services to netwealth

CLAIRE MCGREAL  |  MONDAY, 7 NOV 2011
Independent service provider Paragem has sold its dealer services arm to privately owned platform provider netwealth. The company said the sale would allow it to focus on growing Paragem Wholesale AFSL (PWA), "at a time when regulatory change is driving ...

SMSF cloud solution launched

RACHEL DAVIS  |  TUESDAY, 1 NOV 2011
A new cloud based, self-managed super fund business solution designed specifically for financial service providers has been launched. Superfund Wholesale is an automated setup and administration service for self managed super funds (SMSFs) designed ...

MacMillan wins AFA Adviser of the Year

ELISE BURGESS  |  WEDNESDAY, 26 OCT 2011
West Australian financial planner, Troy MacMillan, has taken out the top gong at the Association of Financial Advisers (AFA) annual conference and been named Adviser of the Year for 2011. The award, sponsored by Zurich Financial Services Australia ...

Leenane Templeton Chartered Accountants adds financial planning

ALEX DUNNIN  |  MONDAY, 24 OCT 2011
Leenane Templeton Chartered Accountants has launched a financial planning and advisory services division under the new brand Leenane Templeton Wealth Management. Andrew Frith, chief executive officer of the Newcastle based Leenane Templeton said the ...