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Showing 1031 - 1040 of 2558 results for "SMSF"

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... including direct investment in ASX-listed securities. The Wealth Partnership director Tony Rumble said high-net-worth and SMSF clients want to see exactly where their investments are, rather than to co-exist in a 'black box' of managed funds. "Our MDA ...

Association launches retirement savings research hub

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2017
The SMSF Association will establish a 'policy think tank' to provide thought leadership for the retirement savings market on financial and non-financial issues. The Global Centre of Excellence for Retirement Savings will be based in Adelaide and will ...

Macquarie unveils adviser payment service

KARREN VERGARA  |  TUESDAY, 18 JUL 2017
Macquarie launched a new payment service that helps advisers manage clients' money flexibly without the need for a signed request. The Adviser Initiated Payments (AIP) service allows advisers using a Macquarie cash account to initiate payments on behalf ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... audit and compliance services. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, is the newest addition to Class' growing network. Class said the partnership will help ...

Countplus sells off underperformers and merges firms

ALEX BURKE  |  FRIDAY, 14 JUL 2017
... compliance review and appointed former Financial Planning Association chief executive Mark Rantall as independent chair and former SMSF Owners' Alliance chair Bruce Foy as an independent director.

Super funds renew custody contracts with State Street

EMMA RAPAPORT  |  THURSDAY, 13 JUL 2017
Two superannuation funds with a combined $9 billion in assets under management have reappointed State Street to provide custody and asset services. NGS Super has re-signed with State Street for an additional three years, while Christian Super has also ...

SMSF software demand surges

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
... helped propel the demand for self-managed super fund software in the last financial year, according to Class Super. Class' SMSF market share surged to 24% from 19% year-on-year, hitting a record high of 140,000 client accounts in the 12 months to June. ...

Optimo introduces robo platform

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... including a comprehensive paraplanning service. Bannister said that future versions of the technology will leverage Optimo's SMSF and Trust capabilities.

Beacon merges with Libertas

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
... providing independent advice, Sydney-based Libertas offers mortgage broking services and assists self-managed super fund (SMSF) and superannuation accountants provide compliant advice under the new super regime. It joins Beacon Financial's growing list ...

IRESS secures NSX deal

EMMA RAPAPORT  |  WEDNESDAY, 5 JUL 2017
... through IRESS' network. "In doing so we have given our listed companies access to significantly greater liquidity across SMSF, wholesale and retail investors, using the market leading access model." IRESS managing director of financial markets for Australia ...