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Showing 1 - 10 of 1125 results for "accountant"

ASIC secures court orders against questionable investment scheme

MATTHEW WAI  |  MONDAY, 21 SEP 2026
... the first day of every month. ASIC's announcement follows a similar order to protect assets against New South Wales accountant and former solicitor Christopher Edwards, who purportedly changed the trustee for the Deckchair Trust from Great Northern Morayfield ...

Trust emerges as key drivers of super fund loyalty

VINNY VUCAGO  |  FRIDAY, 11 SEP 2026
Superannuation fund members are becoming more purposeful in their interactions with funds, while trust has emerged as the clearest driver of loyalty and advocacy, according to new CoreData research. The research found general enquiries have fallen from ...

Court orders ASIC to preserve assets from doomed trust

MATTHEW WAI  |  THURSDAY, 10 SEP 2026
... Deckchair Trust after an associated member sought to take sole control of the trust following winding-up orders. NSW accountant and former solicitor Christopher Edwards purportedly changed the trustee for the Deckchair Trust from Great Northern Morayfield ...

Infocus continues leadership expansion with new appointment

MATTHEW WAI  |  TUESDAY, 8 SEP 2026
... brings nearly four decades of experience in financial services across the UK and Australia. He began his career as an accountant at various insurance and financial institutions earlier in his career. He also stationed at MLC Insurance, Aviva, Mortgage ...

SMSFA appoints head of professional standards

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
The Self-Managed Super Fund Association (SMSFA) has appointed Keddie Waller as the head of professional standards. In her the role, Waller will lead the association's professional standards framework, with responsibility for accreditation, continuing ...

Philip King stages transition to retirement

KARREN VERGARA  |  MONDAY, 24 AUG 2026
... investment strategies, and worked as an equities analyst at Macquarie Bank for over five years. King is a former chartered accountant, starting his career at KPMG in 1987. King was inducted into the Australian Fund Managers Hall of Fame in 2019. "I am ...

Count rebrands Oracle to Count Wealth

RIDDHIMA TALWANI  |  MONDAY, 20 JUL 2026
Count Financial has rebranded Oracle Group as a new retail brand Count Wealth, after announcing the acquisition earlier in the year. The financial advisory firm also expects further cost synergies over the estimate provided earlier. Oracle Group is ...

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
Australia's major accounting bodies have urged Treasury to reconsider proposals that would shift Compensation Scheme of Last Resort (CSLR) funding costs onto self-managed superannuation funds (SMSFs), warning the move would unfairly penalise investors ...

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 ...
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