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Showing 1181 - 1190 of 2598 results for "SMS"

Unlicensed property investor jailed for six years

ALEX BURKE  |  TUESDAY, 13 SEP 2016
A property investor has been jailed for six years and three months following an ASIC investigation. Barry Patrick was sentenced by the County Court of Victoria, having been found guilty of three charges of obtaining property by deception, two charges ...

University launches free SMSF course

KERRIE SYDEE  |  MONDAY, 12 SEP 2016
Charles Sturt University (CSU) has launched an online self-managed superannuation course as a growing number of Australians move to manage their own superannuation assets. Professor of finance at the School of Accounting and Finance, Adam Steen launched ...

Class integrates with startup to help advisers

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
Class has partnered with an online platform and mobile app aimed at assisting advisers in making better informed decisions. The platform, Simply Wall St, analyses over 15,000 individual stocks in Australia, the US and UK and also examines investment ...

Thomson Reuters partners for SMSF solution

KERRIE SYDEE  |  THURSDAY, 8 SEP 2016
Thomson Reuters Cleardocs, a leading supplier of legal and SMSF documents, has partnered with an SMSF administration software provider. The partnership with BGL Corporate Solutions will streamline the SMSF establishment and administration process for ...

Managed portfolios vital for SMSF diversification

KERRIE SYDEE  |  THURSDAY, 8 SEP 2016
International managed portfolios are vital for self-managed super funds to diversify their portfolios, according to head of marketing and distribution at HUB24, Wes Gillett. Carrying the benefits of transparency, control of tax and reduction in costs ...

Inappropriate advice drives disputes

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
The Financial Ombudsman Service (FOS) received 34,095 disputes in 2015-16, a 7% increase on the previous year, according to the FOS 2015-16 annual review. Of the 20,298 disputes accepted 1,141 were investments and advice disputes (5%) and 1,095 were ...

Mason Stevens delivers new SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
Mason Stevens has introduced a retail Australian fixed income separately managed account. The Mason Stevens Fixed Income SMA, which requires a minimum investment of $100,000, was developed in response to increased demand from advisers for direct access ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
Independently owned dealer group GPS Wealth has launched a limited advice software package for accountants. Following the release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) ...

Ostrava wound up, directors banned

KERRIE SYDEE  |  FRIDAY, 2 SEP 2016
The federal court in Melbourne has made orders winding up Ostrava Equities and eight other companies associated with the Ostrava financial services business. The court also banned Bradley Grimm and Vanessa Ash, who is lawyer formally employed by ASIC ...

New Bentleys director to encourage growth

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2016
Bentleys NSW has appointed a new director to focus on growing key sectors and attracting new business. Current Zeobond chief executive Jannie van Deventer will assist in driving the wealth management firm's strategy to "broaden and strengthen capabilities ...