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Showing 71 - 80 of 1125 results for "accountant"

Australian Unity appoints general manager of social infrastructure

ANDREW MCKEAN  |  MONDAY, 20 MAY 2024
... capital raising and corporate strategies, growing fund revenue streams, and overseeing capital deployment. A chartered accountant with over 20 years of experience in the banking and financial services sector. He spent more than 12 years at ANZ in its ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
Count has updated the expected cost synergy benefits expected to be achieved following the acquisition of Diverger. It said annualised expected cost savings had been upgraded to approximately $4 million by FY25, which is an increase from the initial ...

Auditors lambast mandatory climate reporting requirements

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
Almost 90% of surveyed auditors do not support the government's requirements to implement mandatory climate reporting and assurance on private companies, not-for-profits and companies limited by guarantee, according to a new survey. The survey was conducted ...

Macquarie Bank to pay $10m for unauthorised fee transactions

ELIZA BAVIN  |  MONDAY, 22 APR 2024
The Federal Court has ordered Macquarie Bank to pay a penalty of $10 million for failing to have effective controls to prevent and detect unauthorised fee transactions conducted by third parties, such as financial advisers, on customer cash management ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Mercury Capital will acquire KKR's 40% stake in wealth management and advisory firm Findex. The partnership will leverage Mercury Capital's understanding of the Australian and New Zealand markets and their experience working with business owners ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
The lack of regulation around aged care advice has led to superficial and often conflicted advice, that can put older Australians at risk of elder abuse, according to Aged Care Steps, which is rallying for tougher protections and laws. Aged Care Steps ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... Sidoti said. This is on top of the financial adviser relying on wholesale certificates provided by the complainant's accountant, which stated the trustee had more than $2.5 million in assets or had otherwise met the income test of earning $250,000 ...

Wholesale investor tests up for parliamentary review

KARREN VERGARA  |  MONDAY, 25 MAR 2024
The federal government wants to shake up the wholesale investor tests further in launching a parliamentary inquiry into the entire framework, worrying many fund managers operating in the high-net-worth space. The Parliamentary Joint Committee on Corporations ...

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
The Financial Advice Association Australia (FAAA) has called on the Australian Taxation Office (ATO) to build upon the progress it made in its public release of revised tax deductibility guidance in December 2023. The FAAA said the ATO should further ...

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 ...