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Showing 1051 - 1060 of 2596 results for "SMS"

HUB24 hiring to support record growth

ALEX BURKE  |  WEDNESDAY, 5 JUL 2017
HUB24 has entered a recruitment drive to support record inflows and 115 new financial advisers flocking to the platform over the past quarter. Following on from the appointment of former BT Financial Group head of SMSF Craig Lawrenson as HUB24's new ...

SuperConcepts expands in Adelaide

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
SMSF service provider SuperConcepts is expanding its operations in Adelaide with help from the South Australian Government. The AMP-owned business will receive $1.6 million in funding via the state government's Economic Investment Fund to increase its ...

SMSF auditor busted self-auditing

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
A Victoria-based self-managed superannuation fund auditor was disqualified for auditing his own fund. ASIC investigated Neil Wilson following information supplied by the Australian Taxation Office and determined that he had breached fundamental independence ...

NAB Financial Planning appoints super fund executive

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
A former senior leader at First State Super and IOOF is leading NAB Financial Planning's client services and paraplanning capabilities. Rebecca Harrison will be responsible for the delivery of client services operations across Australia for advisers ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According ...

Looming super reforms benefit millions

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
More than four million Australians will benefit from the superannuation reforms taking effect on 1 July, particularly women. The revived Low Income Superannuation Contribution, now labelled the Low Income Superannuation Tax Offset (LISTO), will be received ...

HUB24 lures BTFG executive

KARREN VERGARA  |  FRIDAY, 23 JUN 2017
Listed wealth management platform HUB24 appointed Craig Lawrenson as its chief operations officer. Lawrenson will start his new role in mid-August after serving more than 20 years at Westpac subsidiaries BT Financial Group and Asgard. He most recently ...

Auscap equities fund gets Zenith, Lonsec tick

ALEX BURKE  |  WEDNESDAY, 21 JUN 2017
An Auscap Australian equities fund was given a "Recommended" rating by both Zenith and Lonsec. The Auscap Long Short Australian Equities Fund targets value-driven long and short positions in Australian equities. It has returned 24% per annum net of ...

Sequoia announces acquisition

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
ASX-listed Sequoia Financial Group announced it will acquire Melbourne-based financial planning and accounting services firm InterPrac. Interprac "will add immediate scale, in particular to the SMSF Administration, Wealth Advisory and Investment Solutions ...

Wealth firm lists on ASX with $7.3m IPO

ALEX BURKE  |  TUESDAY, 20 JUN 2017
A wealth management and chartered accountancy firm is about to list on the ASX following an initial public offering of 7.3 million shares at $1 per share. Kelly+Partners (ASX: KPG) was established in 2006, currently operates 12 offices in Sydney and ...