COUNTPLUS

Financial planning

The Commonwealth Bank has begun the sell-down of its wealth management assets with the sale of Count Financial to associated and independently publicly-listed firm, Count...

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Financial planning

A new whitepaper has predicted a further important convergence between accounting and planning as the exit of the banks and the impacts of the Financial Adviser Standards...

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Financial planning

Professional indemnity insurance premiums are rising because fewer insurers are participating in the market and questions are being asked about whether small, self-licens...

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Financial planning

The accounting and financial advice firm, CountPlus, has reported a net profit after tax of $2.6 million for the six months to 31 December, 2018, compared to a $3.3 milli...

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Financial planning

CountPlus has acquired a strategic interest in the Victorian-based O'Brien Accountants & Advisors in what it said is the first of an expected round of growth transactions...

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Financial planning

The accounting and advice firm network has delivered an average profit margin from its firms of 15 per cent for fiscal 2018, up from 12 per cent in the prior year....

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Financial planning

CountPlus has finalised a new agreement with leading Xero Limited, under which all existing member firms will now gain access to Xero cloud software....

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Financial planning

A merger between two NSW accounting and planning practices represents confirmation of the CountPlus “owner-driver” model which takes the firm away from holding a 100 per ...

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Financial planning

Financial services group, Countplus has made a key appointment to its board as it pursues its two-year expansion and turnaround strategy....

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People & Products

Incumbent Countplus chief financial officer, John Collier will depart his role tomorrow to be replaced by Laurent Toussaint in January....

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People & Products

CountPlus is searching externally for a new CFO to lead the team through a period of business and cultural change as John Collier has resigned from the role....

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Financial planning

CountPlus finds itself in tough territory, with a lack-lustre full-year result weighed down by Total Financial Services Solutions remediation costs....

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People & Products

Cloud-based SMSF specialist Class Super has entered into a partnership with Countplus....

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Outsider

Outsider was delighted to learn that his old mate Barry Lambert is being honoured by Countplus by having a Harvard Business School scholarship named after him....

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People & Products

Countplus has launched a Harvard Business School scholarship honouring industry veteran and founder, Barry Lambert....

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 8 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days 14 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

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A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

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Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

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