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Showing 1 - 10 of 868 results for "Accountants"

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. ...

Advisers at the forefront of elder financial abuse prevention

KARREN VERGARA | FRIDAY, 20 FEB 2026

... 2026 increased to 446,500 and is set to more than double by 2065. Many clients of financial advisers, lawyers and accountants will be affected, Hacker said, so they need to understand how to help and support them and be their advocates. "Sometimes it ...

Process to become an adviser remains 'unattractive': SMSFA

MATTHEW WAI | THURSDAY, 19 FEB 2026

... government was proposing was a lot more flexible, and it would have provided an opportunity for professionals like accountants, who had relevant discipline qualifications, to come in," Waller said. "Unfortunately, because the issues like CSLR, Shield ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI | MONDAY, 2 FEB 2026

In its pre-budget submission, Chartered Accountants ANZ (CA ANZ) has urged the government to lift additional licensing requirements for chartered accountants to assist in providing retirement advice. The submission highlighted the need to create new ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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