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Showing 801 - 810 of 1117 results for "accountant"

Financial services honoured with Queen's favour

ELISE BURGESS  |  WEDNESDAY, 15 JUN 2011
Members of the Australian financial services industry have received Queen's Birthday honours this year including advisers, super fund heads and regulatory figures. Michael Dwyer, chief executive of First State Super and Fund Executives Association Ltd ...

Shorten responds to bias accusations

ELISE BURGESS  |  FRIDAY, 3 JUN 2011
Assistant Treasurer Bill Shorten has refuted claims made by planner association critics that have suggested his FOFA reforms are an industry funds puppet, with a spokesman labelling the claims as "a bit rich". Yesterday the Association of Financial ...

Proposed tough planner rules

ELISE BURGESS  |  THURSDAY, 2 JUN 2011
Financial planners could face a tougher regulator, if changes to ASIC's powers go ahead. Currently under review by the Treasury, proposals include strengthened authority to ban advisers. The reforms in question propose that harsher penalties should ...

Software speeds up SMSF creation

ALISON BEVEGE  |  WEDNESDAY, 1 JUN 2011
Financial advisers and accountants can set up new self-managed super funds in under ten minutes with SMSF software which allows trustees to invest in anything from shares to bull semen. OneStepSMSF, a joint project between technology provider BGL and ...

Planners eye SMSF property

MATT WOODINGTON  |  THURSDAY, 19 MAY 2011
Industry associations are supportive of the trend for real estate firms and financial planners teaming up to target self managed super funds but are wary of the pitfalls. Self managed super fund trustees are increasingly adding property investments ...

SMEs turning to advice, slowly

ALEX DUNNIN  |  WEDNESDAY, 18 MAY 2011
... noted that they are increasingly seeking advice from financial planners, in addition to advice they receive from their accountant.

RI Advice partners with Tas bank

ELISE BURGESS  |  MONDAY, 9 MAY 2011
ANZ Wealth's RI Advice Group has furthered its strategy of aligning with local groups to expand business, partnering with Tasmanian financial institution B&E Personal Banking. Bringing to the alliance some 36,000 Tasmanian members, the partnership between ...

Vow to take on financial planners

MATT WOODINGTON  |  TUESDAY, 3 MAY 2011
Mortgage aggregator Vow Financial is looking to ward off competition from banks by offering financial planning services to retail property investors. Vow Wealth Management has been launched as a joint venture with financial planning firm, The Selector ...

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
The superannuation funds industry responded to the Government's financial reforms today with praise for the expansion of scaled advice. The Future of Financial Advice reforms have expanded the limited form of financial advice to a range of providers ...