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Showing 121 - 130 of 2366 results for "SMSF"

HUB24 appoints chief people officer

CASSANDRA BALDINI  |  THURSDAY, 2 FEB 2023
... experience and expertise," she said. "Over the years David has built extensive relationships with top tier accounting, auditing, SMSF administration and financial planning firms by helping these businesses to embrace and use technology to benefit client ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
The associations have combined to offer CFPs an express pathway for completing the SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt ...

Former planner pleads guilty to dishonest conduct

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
... seven more occasions during November 2015, Grimm dishonestly transferred shares and convertible notes owned by his clients' SMSF to Equity Capital Partners Hedge Fund, without advising his client he was the sole director. He also failed to advise his ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
... huge," Schaffer said. In terms of suitable clients, Schaffer highlighted a third of advisers are using managed accounts for SMSF clients and close to 40% use them for retirees. However, there is a change in demographics, with a third of managed account ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... 10 fastest growing AFSLs, with Count Financial topping the ranks on this front. The fastest contracting AFSL remains the SMSF Adviser Network, losing almost 400 advisers in 2022.

Fin365 undertakes strategic mergers

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... appointing a head of technology services in the process. Fin365 will merge with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners (SMSFPP) to cater to demand from clients for more services. OFPS is a technology consulting firm and SMSFPP ...

BGL names new chief executive

CASSANDRA BALDINI  |  WEDNESDAY, 21 DEC 2022
... start the new role on January 1, taking over from Ron Lesh who will continue as managing director. Tramontana joined the SMSF provider in 1997 as a member of the support team and has since held various positions including general manager. Lesh explained ...

Vanguard veteran announces retirement

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
... that today services some 12,000 Australian advisers. Outside of his Vanguard tenure, Bowerman served on the board of the SMSF Association, founded the FSC ETF working group and co-authored Wealth of Experience with Duffield. Vanguard Australia managing ...

BGL adds company tax return to software solution

CASSANDRA BALDINI  |  TUESDAY, 13 DEC 2022
The SMSF provider released an electronic lodgment of the company tax return in its investment portfolio software solution, Simple Invest 360. Simple Invest 360 is an end-to-end investment portfolio management solution for companies, individuals and ...

ASIC abandons $500k SMSF threshold

ANDREW MCKEAN  |  FRIDAY, 9 DEC 2022
ASIC has updated guidance on SMSF advice, deciding to remove $500,000 as an indicator of the "appropriateness of advice" to establish a SMSF. ASIC hasn't opted to nominate a minimum threshold but said fund expenses are proportionality higher, and net ...