Search Results | Showing 61 - 70 of 97 results for "SMSF clients" |
| | | ... accountants and two in five (40.4%) financial planners, while client referrals are viewed as the top source of new SMSF clients in the next three years, according to three quarters of both planners (73.5%) and accountants (76.7%). CoreData head of financial ... |
| | | | ... that people have on it is limited." He said there is also the question of cost. Many boutique advisers and their SMSF clients are sceptical of the value of fees paid to managed funds, as well as being distrustful of monolithic organisations like AMP ... |
| | | | ... SMSF Administration Service that integrates directly with the adviser offices and administers the majority of our SMSF clients," Wilkinson said. Praemium is a provider of investment administration, SMAs and financial planning technology platforms. It ... |
| | | | ... OneVue/Investment Trends 2013 SMSF Accountant Report found that over the past year, 28% of accountants preferred to refer their SMSF clients to a single, trusted financial adviser, rather than to multiple advisers. This was up from 22% in last year's ... |
| | | | ... services. This year's Cash Satisfaction Survey has revealed that advisers' self-evaluation for meeting the needs of SMSF clients had increased from 8.4 out of ten to 8.7 in 2013. The research also showed that advisers rated functionality of cash products ... |
| | | | ... all their business," Rainmaker said in a recent report. "A good example is advisers may work with directly invested SMSF clients, but still use platforms for their retail clients. So that the adviser is both 'on' and 'off' platform depending on the client." ... |
| | | | ... brings the administration and reporting functions together, creating significant efficiencies for advisers and their SMSF clients," Matthew Johnson, Wealthtrac managing director and chief executive said. The platform has a monthly fee of $140 and no ... |
| | | | ... matters through technical materials. The new service provides a good practice section to help advisers engage future SMSF clients and a series of top 10 tips on how to set up, manage and wind up an SMSF. It offers materials such as templates and guides ... |
| | | | ... Mu, general manager of life insurance, AIA Australia. Nearly half (45%) of those surveyed said very few of their SMSF clients held life insurance within their do-it-yourself fund. AIA Australia said this could indicate that many SMSFs are missing out ... |
| | | | ... companies have raised approximately $4.75 million from more than 200 investors. Royale and Active were offering their SMSF clients' shares in companies based in the US and the British Virgin Islands, when the appropriate disclosure documents had not ... |
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