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Showing 91 - 98 of 98 results for "SMSF clients"

Instreet a hit with planners

MICHELLE BALTAZAR | THURSDAY, 30 APR 2009

... ASX200 today and where it is in two years, is also capped. Still, Lucas said that advisers, and particularly their SMSF clients, liked the product because of the certainty around the fund fees and the likely losses. The product, rated "recommended" by ...

OneVue partners with Super Concepts

COMPANY RELEASE | TUESDAY, 24 MAR 2009

... accurate information on member's contributions and pension payments, which they need in order to tailor their advice to SMSF clients," he said. "[This service] makes that problem a thing of the past."

Super Concepts scores $600m admin coup

MICHAEL HOBBS | TUESDAY, 18 NOV 2008

... According to Paul May, Super Concepts general manager, Commonwealth Bank-owned Colonial First State moved 450 YourChoice SMSF clients each representing more than $1 million in asset under administration to Super Concepts in July. More than four months ...

Multiport buys Super Outsource

RUTH LIEW | MONDAY, 28 APR 2008

... others as well," said McIlroy. Multiport employs an online administration, reporting and compliance service to its SMSF clients, compared with Super Outsource's more traditional annual arrears system. The buyout will see Super Outsource's clients transition ...

Super Concepts names GM

MICHAEL HOBBS | TUESDAY, 22 APR 2008

... presence in administration as well as fully maximising the potential of the wider ING Australia product suite with SMSF clients," said Kan. May said Super Concepts was ideally positioned to service one of the fastest growing segments in the superannuation ...

ASIC zones in on accountants pushing SMSFs

MICHAEL HOBBS | FRIDAY, 14 MAR 2008

... financial services license holder," said DuPre. "We've seen accountants receive commissions from investments made by SMSF clients and operating under the exemption. For us that indicates investment advice is being provided." DuPre said the ASIC Retail ...

AIG and netwealth ride again

CHRIS NICHOLLS | FRIDAY, 29 JUN 2007

... five month review. AIG's retail offering will also be rolled out later in the year for netwealth's wrap service and SMSF clients. Matt Heine, director of distribution and marketing, said, "The key selection criteria we focused on were premiums, policy ...

Accountants embrace SMSF automation: SuperCentral

HAMISH MADDEN | TUESDAY, 1 AUG 2006

... potentially costly for trustees. "Given most of the accountants who have subscribed to SuperCentral have an average of 20 SMSF clients, it was a time-consuming, expensive task - which would have to be done again when there were other developments in ...

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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