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|Search Results||Showing 1 - 10 of 98 results for "CountPlus"|
|CountPlus has named a new member of its board and acquired a new practice to add to its growing network. Carolyn Colley has been appointed as director, adding another seat to her directorships at the ASX, IOOF and employee benefits firm Smartgroup Corporation. ...|
|CountPlus has continued its goal to generate scale with one of its member firms completing a tuck-in acquisition of a separate member firm. Brisbane-based Cooper Reeves has acquired the financial advice services of CBD Wealth Solutions. Key members ...|
|A CountPlus member firm has acquired the accounting revenues of a boutique advice firm. ASX-listed CountPlus's subsidiary AdviceCo will pay $400,000 for accounting revenues of Arch Capital, a boutique wealth advisory firm offering SMSF, tax, accounting ...|
|... expertise." Pappas joins Schroders former chief executive Greg Cooper, former Class chief executive and director of Countplus David Smith and former RACV executive Susan Allen. The appointment comes as OpenInvest added BlackRock's iShares Enhanced Strategic ...|
|... services when fees were charged. Count Financial was a subsidiary of CBA until October 2019 when it was acquired by CountPlus. CBA has provided an indemnity to CountPlus of $300 million for the conduct that occurred prior to and after the acquisition. ...|
|CountPlus recorded an increase of net profit after tax to $5.95 million in FY20 from $3.68 million ahead of future challenges to its Count Financial business. The accounting firm increased its cash to $21.11 million, up from $8.5 million in the preceding ...|
|... issues," the bank said. "CBA will continue to monitor the adequacy of these provisions." The announcement was welcomed by CountPlus, which it said is in line with the intent and terms of its acquisition of Count Financial. CountPlus holds an 85% stake ...|
|A CountPlus member firm has bought back 38% of its equity from the ASX-listed advice group for $1.10 million and separately, has acquired share of fees. Twomeys, which services clients in regional New South Wales towns, paid $1.1 million cash to CountPlus ...|
|... During her testimony, she admitted the bank's financial advice subsidiary, Count Financial (now a subsidiary of Countplus), had charged ongoing service fees to deceased clients. Perkovic has spent nearly four years as an executive general manager ...|
|Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance ...|
Aware Super is implementing a new suite of technology products that will allow it to in-source member experience, including administration, so far done by Mercer.
Russell Investments has launched a new personalised super product, replacing its MySuper offering as it eyes mandates from other funds.
An investment advisory boutique which soft launched in September, headed by former PwC chief executive Luke Sayers, has bolstered its leadership team.
Design and distributions obligation (DDO) reforms may have been pushed back to October next year as a result of COVID-19 but ASIC said it is top of the priority list for 2021.
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