Search Results | Showing 1201 - 1210 of 2598 results for "SMS" |
| | | A financial advice industry magnate has affirmed his support of robo-advice, investing in automated advice provider Ignition Wealth. Count Financial founder Barry Lambert said his desire for a cost-efficient and effective solution has driven his backing ... |
| | | | ASX-listed SMSF administration software provider Class recorded 45% revenue growth during the 2016 financial year, increasing its estimated share of the SMSF market to about 19.2%. Class' net profit after tax was $5.2 million, up 53%. This would have ... |
| | | | Schroders has joined Magellan, K2 Asset Management and AMP Capital in launching an ASX-quoted version of one of its managed funds. The Schroder Real Return Fund (Managed Fund) is based on the firm's successful Real Return CPI Plus 5% fund - which at ... |
| | | | PSK Financial Services has acquired a Chatswood-based financial planning firm, bringing the group's total funds under advice to $2 billion. Founded more than 20 years' ago, Legan Financial Services is currently responsible for $420 million of funds ... |
| | | | SMSF trustees are trending upwards in their use of financial planners for the first time since 2007 according to new research jointly released by Vanguard and Investment Trends. The firms' annual self-managed superannuation fund report, which collated ... |
| | | | AMP subsidiary SuperConcepts has appointed an executive manager, SMSF technical and private wealth. Graeme Colley joins SuperConcepts from the SMSF Association, where he was director, technical and professional standards. Prior to that, he was national ... |
| | | | An SMSF trustee was fined $40,000 for 30 separate breaches of the SIS Act and ordered to pay the ATO's costs of $14,000. A trustee of the Felix Super Fund, Michael Rodriguez, was handed the fine after an ATO audit found that Rodriguez was using the ... |
| | | | AZ Next Generation Advisory (AZNGA) subsidiary, Wise Planners, has entered an agreement to acquire 100% of the shares of a Sydney based firm. Wise Planners will acquire Domane Financial Advisers (DFA), based in St Leonards. The firm advises over 1000 ... |
| | | | Four superannuation representative groups are uniting to lobby the federal government to alter the proposed objective of super so it includes the concept of retirement adequacy. In a letter to Minister for Revenue and Financial Services, Kelly O'Dwyer ... |
| | | | Rubik and Class Super have partnered to provide accountants who are limited licence holders with advice technology. The partnership follows recently implemented changes to regulation requiring accountants to obtain the newly created 'limited' Australian ... |
|