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Showing 1191 - 1200 of 1728 results for "Provisio"

New approved audit forms now available

ALEX DUNNIN  |  FRIDAY, 1 MAR 2013
APRA has released the Approved Audit Report Form for superannuation funds with reporting periods commencing on or after 1 July 2012. The regulator noted that the form has been revised to accommodate some strategic changes. These include removal of Part ...

New regime for accountants: Shorten

BEN COLLINS  |  THURSDAY, 28 FEB 2013
Speaking at an industry briefing, Federal minister for financial services and superannuation Bill Shorten has thanked the Institute of Chartered Accountants (ICAA) for its input in proposed rules regarding the provision of financial advice. The Institute ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
... Rubik Financial, an ASX-listed global financial technology company, today announced a conditional agreement to acquire Provisio Software. Provisio is a significant player in the scaled and online advice markets providing software to large super fund ...

NAB Asset Servicing awarded new contracts

MARK STORY  |  MONDAY, 4 FEB 2013
National Australia Bank's Asset Servicing business has been awarded the contracts to provide custodial and administrative services to investment manager Atrium Investment Management, and custodial services to Fitzpatricks Private Wealth. The win comes ...

PhillipCapital boosts local presence

MARK STORY  |  FRIDAY, 18 JAN 2013
Singapore-based integrated financial house, PhillipCapital launched in Australia this week following the rebranding of Australian broking and advisory firm Octa Phillip. The move is expected to boost PhillipCapital's scale in Australia across wealth ...

UK research house partners Morse Consulting

MARK SMITH  |  THURSDAY, 10 JAN 2013
London-based Absolute Strategy Research has partnered with Melbourne-based Morse Consulting in a bid to establish a relationship with superannuation funds, multi-manager platforms and investment managers in the Australian market. ASR provides market ...

FOFA guidance released

BEN COLLINS  |  FRIDAY, 14 DEC 2012
Two key pieces of guidance for the Federal Government's Future of Financial Advice reforms were released by the Australian Securities & Investments Commission Yesterday. Regulatory guides that the corporate watchdog said had been produced after extensive ...

Advisers risk wasting 2013: van Eyk Advice

BEN COLLINS  |  WEDNESDAY, 12 DEC 2012
Instead of preparing for an onslaught of regulatory change, Australian financial planning businesses are in danger of wasting next year, van Eyk Advice has warned. 'Grandfathering' provisions in the federal government's Future of Financial Advice (FoFA) ...

One-stop admin and investment shops target SMSFs

MARK STORY  |  TUESDAY, 11 DEC 2012
Major players in equities, cash and other debt instruments - notably large fund managers and major banks - are well positioned to aggressively move into the SMSF fund administration space currently dominated by accountants, according to Chris Lumby ...

Advice tech more than back office tool: JP Morgan

MARK SMITH  |  MONDAY, 10 DEC 2012
... motivating Americans to better engage with their pension plans. Cameron O'Sullivan, a director of scaled advice specialist Provisio Technologies said that focusing on backward-looking performance figures had failed to engage members and advisers would ...