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Showing 111 - 120 of 203 results for "Signature"

Software provider upgrades ahead of super deadline

JAMIE WILLIAMSON  |  MONDAY, 19 JUN 2017
Accounting document software provider MyWorkpapers has released a raft of features ahead of the introduction of new superannuation regulation on 1 July. The cloud-based platform enhanced its SMSF 5.0 feature to meet the incoming legislative requirements ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... analysis and the findings are vital for advisers and the ongoing success of the AdviceTech industry," Heine said. Digital signature and virtual meeting tools look set to be the most popular in the coming months, with 52% of practices planning to increase ...

NAB adviser puts beneficiaries at risk

JAMIE WILLIAMSON  |  MONDAY, 29 MAY 2017
... a superannuation fund may require non-lapsing binding beneficiary nominations to have two witnesses to the clients' signature. NAB Financial Planning general manager Tim Steele said that the firm is not aware of any customers having been impacted, but ...

Pathway offers virtual workspace for advisers

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
Netwealth's licensee services subsidiary Pathway has partnered to provide advisers with access to a digital workspace where they can interact with clients. Teaming up with Suitebox, an enhancement to Pathway's XPLAN Model Office service will enable ...

AMP super trust adds $450m corporate fund

ALEX BURKE  |  MONDAY, 20 FEB 2017
A $450 million corporate super fund will transfer to AMP's SignatureSuper master trust. The Water Corporation Superannuation Plan represents more than 3500 members. The decision to move to AMP followed a tender process which determined SignatureSuper ...

ASIC bans SA insurance broker

ALEX BURKE  |  WEDNESDAY, 30 NOV 2016
ASIC has permanently banned an insurance broker in South Australia. Christopher Griggs was the sole director of Mount Pleasant-based Chris Griggs Insurance Offices. ASIC's investigation determined Griggs had dishonestly benefited from insurance premium ...

ASIC bans former AMP adviser

KERRIE SYDEE  |  MONDAY, 21 NOV 2016
A former authorised representative of AMP Financial Planning has received an eight year ban after engaging in misleading conduct. James McCarthy of South Australia has been banned from providing financial services until 14 November 2024. He is the sole ...

Former adviser receives jail sentence

KERRIE SYDEE  |  WEDNESDAY, 16 NOV 2016
A former financial adviser was sentenced to seven years imprisonment following charges brought by ASIC. Darren Wise, formerly of Rhodes New South Wales, pleaded guilty to one count each of forgery and using forged documents fraud. Wise will be eligible ...

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
Centrepoint Alliance has developed a new online client interface as part of the group's ongoing evolution of its advice technology platform Compass. Compass Online was designed by Centrepoint's advice technology team and in consultation with advisers. ...

Challenger reveals key annuity relationships

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Challenger has announced two new annuity relationships with Australian and international partners. Challenger's full range of annuity products will now be available through AMP's investment and administration platforms and will also be available through ...