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Showing 1221 - 1230 of 2598 results for "SMS"

Unlicensed product adviser receives four year ban

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
ASIC has banned a New South Wales man from providing financial services for four years after it was found he had unlawfully carried on an unlicensed financial services business. Ronald Cross, chief executive and director of Park Trent Properties Group ...

SMSFs will shape the future of ETFs

DARREN SNYDER  |  TUESDAY, 26 JUL 2016
The rise of exchange-traded funds is one of the most remarkable growth stories in Australian financial services, and self-managed superannuation funds are going to lead its future. State Street Global Advisors head of portfolio strategists Asia-Pacific ...

WAM finds returns in growth companies

DARREN SNYDER  |  MONDAY, 25 JUL 2016
Exposure to undervalued growth companies in the vehicle leasing, retail and health product sectors led WAM Capital to a 21.6% return on its investment portfolio during 2015-16. Releasing its full-year results to the ASX, WAM Capital chairman Geoff Wilson ...

MGP subsidiary buys stake in QLD advice firm

ALEX BURKE  |  MONDAY, 18 JUL 2016
Managed Accounts Holdings (MGP) subsidiary Planner Holdings has acquired a minority interest in a Queensland-based advice firm. Holman McGregor Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder ...

SuperGuard360 gives SMSF trustees greater protection

MARK SMITH  |  FRIDAY, 15 JUL 2016
A new service aimed at giving SMSF advisers' clients greater confidence in setting up a self-managed fund by providing an extra layer of protection from financial misconduct, fraud and theft, has been launched by Rainmaker. SuperGuard360 is the first ...

Class launches SMSF benchmark report

DARREN SNYDER  |  TUESDAY, 12 JUL 2016
Cloud-based SMSF administration software provider Class is launching a quarterly industry benchmark report so that customers and industry participants have better access to key metrics in the sector. In an announcement to the ASX, Class said it will ...

MGD sets focus on risk and succession

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
Boutique financial services firm, MGD Wealth recently appointed a director of risk and succession. Joining the MGD team is Andrew Proudfoot, who will focus on the provision of financial risk mitigation strategies and high level strategic business succession ...

MORE Super switches to Simple Fund 360

MARK SMITH  |  MONDAY, 11 JUL 2016
Independent SMSF administrator MORE Super will move the administration of its 5,000 SMSFs from BGL's Simple Fund Desktop to Simple Fund 360. "We compared alternate cloud based SMSF administration solutions and whilst Simple Fund 360 was not the first ...

Vision Super looks for admin partners

DARREN SNYDER  |  MONDAY, 11 JUL 2016
... online service on both desktop and mobile applications; easier ways for members to communicate with the fund - eg. email and SMS channels; and more ability for the fund to tailor correspondence to members' needs.

Last-minute accountant AFSL applications creating ASIC backlog

ALEX BURKE  |  FRIDAY, 8 JUL 2016
Now that the deadline for accountants to apply for limited or full Australian financial services licenses to continue providing SMSF advice has been reached, a substantial number of applications are still being assessed due to late submissions. In fact ...