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Showing 1051 - 1060 of 2762 results for "Free"

Optimo adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
... paraplanners to produce comprehensive financial strategies for clients within minutes, he added. Advisers can sign up for a free trial of the current system, including the SMSF beta release. Bannister said the next production phase will include modelling ...

Default options safeguard retirement savings: Research

JAMIE WILLIAMSON  |  WEDNESDAY, 11 APR 2018
A University of New South Wales research initiative believes default superannuation and retirement options could prove beneficial in combating poor financial decision-making brought about by cognitive decline. Fresh insights from the ARC Centre for ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
... behalf of institutional and retail investors," he said. Managed accounts were only made available on FirstWrap last month, free from brokerage fees for direct equities SMAs. "This is a game changer for advisers and advice practices," CFS general manager ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... "clogs up a lot of the back office" which drives up the cost to deliver advice, he said. Outsourcing as a solution helps free up advisers' time to enable them to be more focused on their clients, Carney said. He added planners with more time on their ...

What will estate planning look like in 2020?

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
... super earnings. "It's possible over the next 10 years we could have an increased tax on the lump sums. Currently it's tax free for those over 60. If there's an increase it will likely be a small one, about 10%," Chew said. He added such an increase could ...

PwC urges super trustees to fast-track GDPR compliance

KARREN VERGARA  |  WEDNESDAY, 4 APR 2018
Superannuation trustees unprepared for the European Union's General Data Protection Regulation (GDPR) regime must fast-track the necessary steps to comply with new, stringent privacy laws, PwC warns. Taking effect on 25 May 2018, GDPR applies to any ...

IRESS acquires digital advice compliance business

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
IRESS will acquire a regtech and data analytics provider after making a minority investment in the business last year. Lucsan provides financial advisers with comprehensive compliance coverage including daily oversight, targeted adviser auditing, best ...

How much do you need to feel financially free?

KANIKA SOOD  |  TUESDAY, 3 APR 2018
NAB has put a dollar figure on the magic number Australians think they need to "significantly improve their lives forever." The average Australian believes they need $828,000 - up 9% over last year - to turn around their life financially. However, the ...

Facebook scandal raises ESG concerns

ALEX BURKE  |  TUESDAY, 3 APR 2018
... an extract of a news story first published in the latest issue of Financial Standard. You can view the full article on our free iPad app.

Super Plus switches to SMSF fintech

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
Brisbane-based SMSF administrator Super Plus is migrating its clients to Mclowd, which provides its core software for free. The administrator has entered into a five-year agreement with Mclowd - a fintech with about $1 billion in super assets under ...