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Showing 81 - 90 of 1116 results for "accountant"

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
To better serve high-net-worth (HNW) clients, financial advisers require a broader range of specialist expertise to meet their complex needs, according to HUB24. HUB24's latest whitepaper, Directing the matrix: meeting the needs of high-net-worth clients ...

'Should have known better': AAT tells auditor

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2023
... director of the trustee for six years. She had served as an approved SMSF auditor since March 2013 and worked as an accountant for more than 30 years. Townshend opted to appeal her disqualification to the AAT, claiming that while she recognised she had ...

AFCA tightens wholesale investor remit

KARREN VERGARA  |  FRIDAY, 17 NOV 2023
... said. "What's confusing about this is, under the wholesale definition, you can be wholesale by wealth [with] an accountant certificate under Section 761G (7) (C), which basically means that by having more than $2.5 million or $250,000, you are a ...

Prosperity merges with accounting firm

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Prosperity Advisers Group has merged with a Brisbane-based accounting and advisory firm. Prosperity has joined forces with Brisbane-based P+Y Accountants and Business Advisors. P+Y Accountants partners Brenden Yantsch and David Pennell and a team of ...

Vale Tony Bongiorno

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
Tony Bongiorno, a veteran of the financial advice industry and founding partner of the Bongiorno Group, passed away on October 6. Bongiorno helped establish the Melbourne-based group, which specialises in providing financial advice to medical professionals ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
NowInfinity, part of Class, has added new features to its SMSF trust deed. The new product features enhance its current SMSF deed and consolidate its position as the industry benchmark for SMSF documentation. Further, the deed will act as the cornerstone ...

Retail investors ready to dive back in: Survey

CHLOE WALKER  |  WEDNESDAY, 16 AUG 2023
Australian retail investors are looking for new investment opportunities, with half of respondents looking to increase the scale of their investments in the next year, according to Chartered Accountants Australia and New Zealand (CA ANZ) latest annual ...

Treasury kicks off managed investment scheme reforms

KARREN VERGARA  |  TUESDAY, 8 AUG 2023
... income of at least $250,000 per year in the last two financial years, verified by a certificate given by a qualified accountant, is considered a wholesale investor. The review is asking if the thresholds for the two tests should be increased and at what ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
AZ NGA has acquired an economic interest of 42% in Foster Raffan iPlan, to support the business in its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by ...

Pinnacle makes senior hire for American distribution

CHLOE WALKER  |  TUESDAY, 18 JUL 2023
... portfolio solutions and its head of sales, portfolio solutions, Americas. Putica has also served at AMP as a senior fund accountant and BNP Paribas in client services. In his new role, Putica will work alongside Pinnacle's east-coast based managing ...