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Showing 1 - 10 of 1061 results for "accountant"

CSLR makes inaugural payments

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... from the Northern Beaches received about $17,000 in compensation after taking out a large loan on the advice of his accountant to invest in a scheme he was told had "guaranteed returns". The claimant invested $200,000 he believed was allocated to international ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... we do for the parents. Sometimes it doesn't involve a Statement of Advice. It might just be helping them find an accountant," Vade says. "That helps build a relationship and as those requirements get more serious and more important, then a more ordinary ...

Count names brand, experiences head

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
Count has appointed a new lead for brand and experiences who recently finished up at Rest. Leah Hitchings joins the ASX-listed group as head of brand and experiences, a newly created role responsible for developing and executing Count's brand strategy ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
A new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ...

UK forewarns Australia on wholesale test changes

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
After recently backflipping on changing its high-net-worth investor (HNWI) tests, the UK serves as a cautionary tale for Australia as it mulls overhauling its own wholesale investor thresholds. The UK government introduced new HNWI and sophisticated ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
The number of self-managed super funds (SMSFs) using advisers has reached a new low, with the proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report. The number of SMSFs without ...

Australian Unity appoints general manager of social infrastructure

ANDREW MCKEAN  |  MONDAY, 20 MAY 2024
... capital raising and corporate strategies, growing fund revenue streams, and overseeing capital deployment. A chartered accountant with over 20 years of experience in the banking and financial services sector. He spent more than 12 years at ANZ in its ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
Count has updated the expected cost synergy benefits expected to be achieved following the acquisition of Diverger. It said annualised expected cost savings had been upgraded to approximately $4 million by FY25, which is an increase from the initial ...

Auditors lambast mandatory climate reporting requirements

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
Almost 90% of surveyed auditors do not support the government's requirements to implement mandatory climate reporting and assurance on private companies, not-for-profits and companies limited by guarantee, according to a new survey. The survey was conducted ...

Macquarie Bank to pay $10m for unauthorised fee transactions

ELIZA BAVIN  |  MONDAY, 22 APR 2024
The Federal Court has ordered Macquarie Bank to pay a penalty of $10 million for failing to have effective controls to prevent and detect unauthorised fee transactions conducted by third parties, such as financial advisers, on customer cash management ...
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