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Showing 81 - 90 of 871 results for "Accountants"

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... quantifiable adviser value is drawn from tax savvy planning and investing. While commonly considered the responsibility of accountants, tax considerations are an important part of the advice process - 23% of investors consider tax effectiveness as one ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... He acknowledged the role digital advice will play in the future but was concerned over the lack of mentions around accountants. "Digital advice gets 23 mentions in the process, I found that through a search, but I couldn't find the word 'accountant' ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
... receive advice, the most popular source of advice was a financial adviser (15% down from 18% in 2021), followed by accountants and full-service stockbrokers. However, an estimated 53,000 of HNWs are still open to a relationship with a new private wealth ...

The time is right: AFA chief

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
... would be up to them. "What I would point out is the SMSF Association is a specialist firm that has both advisers and accountants. They are a good organisation and we work closely with them but it's not like they are exclusive to the advice space," ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... Financial Planning Association of Australia, CPA Australia, Self-Managed Super Fund Association and Institute of Public Accountants. However, CHOICE chief executive Alan Kirkland said he has grave concerns the removal of the best interests duty would ...

Australian investor confidence plummets: CA ANZ

ANDREW MCKEAN  |  THURSDAY, 7 JUL 2022
... and international capital markets is lower than it was at the depth of the COVID pandemic according to a Chartered Accountants Australia and New Zealand (CA ANZ) survey. The CA ANZ survey said a combination of the pandemic, market volatility, supply ...

Advice requirements confusing, complex: JAWG

ANDREW MCKEAN  |  TUESDAY, 21 JUN 2022
... funding." Members of the Joint Associations Working Group include the Association of Financial Advisers, Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Financial Services Council, SMSF Association ...

Findex Group acquires firm

CASSANDRA BALDINI  |  MONDAY, 20 JUN 2022
... is growing its presence, announcing the acquisition of McGarva Accounting Group which trades under Atticus Business Accountants and Basecamp Bookkeeping in Toowoomba. Findex is a privately-owned financial advisory and accounting service currently employing ...

Dump annual super contributions cap: CA ANZ

JAMIE WILLIAMSON  |  THURSDAY, 19 MAY 2022
Ahead of this weekend's election, the Chartered Accountants Australia and New Zealand (CA ANZ) wants both major political parties to commit to dumping the annual superannuation contribution cap for the benefit of women. CA ANZ said the existing cap ...

Tax Practitioners Board adds two new members

ANDREW MCKEAN  |  WEDNESDAY, 6 APR 2022
... a three-year period starting from 30 March 2022. Conway is chief executive and a fellow of the Institute of Public Accountants (IPA). He's held senior executive positions within the accounting profession for more than 15 years. Prior to working with ...