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Showing 71 - 80 of 1116 results for "accountant"

MSC Trustees nabs Equity Trustees general manager

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
... seven years with Perpetual as a business unit manager, working in client management and compliance. She is a chartered accountant and has also worked with Grant Thornton and BDO Nelson Parkhill. "We are delighted to welcome Kylie to MSC Trustees as an ...

Former financial adviser sanctioned by ASIC

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
Former financial adviser Shivdeep Jaidka is under ASIC scrutiny; the corporate regulator has accepted a court-enforceable undertaking from him. After reviewing the financial services provided by Jaidka, ASIC found he failed to adhere to s961B and s961G ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
ASIC is putting the pressure on financial advisers to provide appropriate SMSF advice using "professional judgment", as the regulator flags serious instances of misconduct it wants to curb. At the annual SMSF Association National Conference, ASIC senior ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
The SMSF Association announced that Scott Hay-Bartlem has been reappointed as its chair and will serve another two years. Hay-Bartlem joined the association as a director in July 2019 and was appointed chair in February 2022. With a background in law ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... accountants with expertise to support their clients on SMSF issues. "We currently have a regulatory setting where every accountant I talk to is terrified of saying very normal things, [but] they're worried it's going to be perceived as advice. ...

Janus Henderson makes two senior appointments

KARREN VERGARA  |  TUESDAY, 20 FEB 2024
Janus Henderson Investors appointed a local head of retail research for Australia and hired a sales director from T. Rowe Price. Craig McDonald was promoted to the newly created role of head of retail research for Australia, having previously served ...

Count to finalise Diverger deal

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2024
Count's acquisition of Diverger was approved by the Federal Court yesterday, with the deal now expected to be completed on March 1. Last month, Diverger shareholders overwhelmingly voted in favour of the takeover, with the court approval marking the ...

Brite Advisors to be wound up

CHLOE WALKER  |  WEDNESDAY, 7 FEB 2024
The Federal Court has ordered Brite Advisors (Brite) to be wound up on just and equitable grounds following an application by ASIC. At a hearing yesterday, the Court appointed Linda Smith and Robert Kirman of McGrath Nicol as liquidators to Brite and ...

Federal Court appoints receivers to investigate Brite Advisors

ANDREW MCKEAN  |  MONDAY, 18 DEC 2023
The Federal Court has appointed Linda Smith and Robert Kirman of McGrathNicol as corporate receivers to probe Brite Advisors, following serious concerns about the management of client pension funds. Smith and Kirman will investigate Brite Advisors and ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
Putting an old rivalry behind, financial advice practices are increasingly joining forces with accounting firms as the former seeks to meet clients' demand for holistic advice that includes taxation. Over the next decade, Radar Results predicts ...