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Showing 1011 - 1020 of 2558 results for "SMSF"

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
... their needs," Peker says. While the advice community expected in 2014 to have increased its practice revenue from providing SMSF advice by 10% in 2017, the figures have held steady. Only SMSF specialists (20+ SMSF clients) received client growth. Growth ...

Contribution caps cause SMSF cash surge

ALEX BURKE  |  THURSDAY, 17 AUG 2017
... superannuation fund cash allocations in the 2017 financial year, according to SuperConcepts research. As at June 30, the average SMSF comprised 19.8% cash (up from 18%), 12% fixed interest (down from 12.7%), 35.4% Australian equities (down from 36.7%) ...

ASX flags imminent blockchain transition

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
... wider range of funds makes the service more attractive to brokers, advisers and their clients, including those in the growing SMSF sector. The level of funds under management within mFund doubled over the course of the year to more than $370 million." ...

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
A new platform is targeting investors directly with promises to save time and huge amounts of fees through the benefits of a managed discretionary account service. Touted as Australia's first direct-to-client automated alternative managed accounts offering ...

Japanese broker targets Aussie SMSFs

DARREN SNYDER  |  MONDAY, 14 AUG 2017
One of Japan's largest online broking platforms is soon to launch in Australia with a focus on self-managed superannuation funds and financial advisers. Within two months the Monex Group expects to be operating in Australia, providing clients with trading ...

Ripoll to help victims of rogue advice

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
Former MP Bernie Ripoll will work with a financial advice complaints service to assist victims of dodgy financial advice recover their losses. Joining forces with Financial Rescue Australia, Ripoll said that despite the Financial Ombudsman Service's ...

AMP prioritises reinsurance, grows advice arm

KARREN VERGARA  |  THURSDAY, 10 AUG 2017
... which saw customers transition to lower margin accounts and consolidating their super into a single account. He expects the SMSF and advice business lines to perform strongly this year, increasing revenue by 10% on 2016, and further accelerate growth ...

Class and Countplus partner

EMMA RAPAPORT  |  THURSDAY, 10 AUG 2017
... time solutions provide to our clients," Rowe said. The move follows similar partnership deals with Class from two boutique SMSF service providers - A.S.A.P. Advice and Super Know How - to help scale audit and compliance services. The partnerships, announced ...

Heffron acquires superannuation advice specialist

DARREN SNYDER  |  THURSDAY, 10 AUG 2017
Heffron SMSF Solutions acquired a Queensland firm that specialises in providing superannuation education to financial advisers. Joining the New South Wales and Hunter Valley-based SMSF service provider is McPherson Super Consulting - a firm that also ...

HUB24 expands white label solutions

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
... access to a tailored version of the HUB24 platform, offering complete solutions to support the needs of clients, in particular SMSF and retail superannuation clients. Sydney-based Accountable chief executive Tony Zulli said this initiative will significantly ...