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Showing 1 - 10 of 871 results for "Accountants"

Count rebrands Oracle to Count Wealth

RIDDHIMA TALWANI  |  MONDAY, 20 JUL 2026
... clients and accelerate growth," he said. Humphrey added key employees of Oracle Group including financial advisers and accountants have been secured and welcomed into Count Wealth. "We have already appointed new leadership for the accounting and wealth ...

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude. The Australian ...

Accounting sector rejects shifting CSLR costs to SMSFs

VINNY VUCAGO  |  THURSDAY, 11 JUN 2026
... investors while failing to address the root causes of consumer losses. In a joint submission, CPA Australia, Chartered Accountants Australia and New Zealand and Institute of Public Accountants argued escalating CSLR costs stem from product failures ...

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
Count Financial has reportedly wound up its restricted self-managed superannuation fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows ...

Vital Business Partners names chief executive

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... and grow the group's position as a leading specialist of outsourced services and solutions to financial advisers and accountants," Fisher said. "VBP is also passionate about being a great place to work and providing career development opportunities for ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... should not make that pathway harder," Waterhouse added. Experts in financial services, such as financial advisers and accountants, will have their work cut out, scrambling to help clients get their affairs in order prior to several changes slated for ...

SMSF Adviser Network shuts its doors, 85 advisers vanish from FAR

MATTHEW WAI  |  FRIDAY, 10 APR 2026
... 85 advisers delisted from ASIC's financial adviser register (FAR). SAN's representatives were predominantly accountants who operated under a limited licence to provide advice on SMSF establishments and classes of product, but not specific products ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... clients through the Aviso WA network, Gilmour said. He added Integro's current partnership with AMD Chartered Accountants will be key to enhancing locally delivered financial advice in the region. "Our expansion of the Integro team in Bunbury strengthens ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... adviser," he says. Araujo believes it's the advisers who are best placed to manage estate planning because, unlike accountants or lawyers, they tend to know their clients more intimately. They know about their clients' families, their desires ...

Blue Owl says its private credit loan books remain healthy

RIDDHIMA TALWANI  |  FRIDAY, 27 MAR 2026
... they're getting. We're touring facilities. We're meeting with management teams. We're sitting down with accountants, reviewing quality of earnings," he said. "At the end of the day, it's a fixed income alternative. That's it. ...
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