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Showing 1 - 10 of 2406 results for "SMS"

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the ...

Stockspot plots entry into superannuation space

JAMIE WILLIAMSON  |  TUESDAY, 7 MAY 2024
Stockspot is preparing to launch a superannuation offering that would see members' retirement savings invested exclusively in ETFs. The trading platform is planning to launch Stockspot Super later this year, first bringing an accumulation product to ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds. An overwhelming number of members are goaded into leaving ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
Crescent Wealth Superannuation will shut down next month; its members will be moved to the new 'Salaam' division of Russell Investments Master Trust. Following a review by Equity Trustees, the trustee for Crescent Wealth's super fund, an ...

Proposed super tax obfuscates legacy pensions rules: SMSFA

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
The proposed 30% tax on large superannuation balances must clarify the confusion surrounding legacy pensions and reserves, and how they should be calculated, according to the SMSF Association (SMSFA). The SMSFA is calling for an amnesty for legacy pensions ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share. Rainmaker's analysis of the ASIC Financial Adviser Register (FAR) shows that the population ...

intelliflo adds SMSF cashflow modelling capabilities

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ...

Blockchain mining companies sued by ASIC

ANDREW MCKEAN  |  MONDAY, 15 APR 2024
ASIC has taken legal action against three blockchain mining companies - NGS Crypto, NGS Digital, and NGS Group - along with their sole directors Brett Mendham, Ryan Brown and Mark Ten Caten. The corporate regulator has accused the NGS companies of targeting ...

Count completes Solutions Centric deal, reconsiders another

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2024
Count has finalised the acquisition of Solutions Centric, but flagged another of its recently announced deals isn't going to plan. The group's acquisition of 51% of Solutions Centric was effective on Friday, April 5. It first announced the deal on February ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
A former Consultum Financial Advisers-licensed advice practice based in South Australia has joined the Count network. Murray Nankivell, also an accounting and business consulting provider, is the latest to join the ASX-listed firm, leaving behind Insignia-owned ...
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