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Showing 161 - 170 of 391 results for "Administration services"

Suncorp suppressed tax benefits to super members

KARREN VERGARA  |  TUESDAY, 14 AUG 2018
... Fund) and the Suncorp Pooled Superannuation Trust. Suncorp Life and Superannuation Ltd (SLSL) provides administration services to Suncorp Master Trust. Meanwhile, SPSL is the trustee of Suncorp's superannuation funds. SPSL has been paying tax refunds ...

Super fees outpace asset growth: Research

KARREN VERGARA  |  MONDAY, 13 AUG 2018
... more than $500,000. Single-member funds with lower balances or funds adopting higher cost investment and administration services have fees above the benchmark of APRA-regulated products. For investment option fees outside of default, non-default diversified ...

Investment platform CFO steps down

JAMIE WILLIAMSON  |  FRIDAY, 3 AUG 2018
... platform SelfWealth (SWF) announced it has engaged the services of The CFO Solution, a provider of outsourced administration services, to provide chief financial officer and company secretary functions. As a result, existing chief financial officer and ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... originally provided performance and tax reporting services. Hartleys meanwhile, will use reporting and administration services for its $1.2 billion in funds under management. Its partnership with JBWere was extended for two years to continue to provide ...

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
... current time." It is understood that Praemium is Shaw and Partners' managed accounts' responsible entity and administration services provider. In October last year, MGP entered a memorandum of understanding (MoU) with Shaw and Partners to develop a managed ...

Asset manager awards admin mandate

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
... this year. The Nasdaq-listed company will provide fund and tax accounting, pricing, unit registry and administration services via its HiPortfolio and HiTrust solutions. Global Merces will self-administer its mutual funds using the solutions and expects ...

Advice fintech shutters Sydney office

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... large-scale, compliant quality advice." This "renewed focus" will also see Intiger introduce new complementary administration services. "Ultimately, scale requires the successful integration of the company's BOOM2 artificial intelligence solution ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... partnership will see FinPal's software integrate with DBA's shared services delivery model, including business administration services, paraplanning, remote IT network management and voice-based support services. FinPal chief executive Stephen Handley ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... advice. FinPal's software will integrate with DBA's shared services delivery model, including business administration services, paraplanning, remote IT network management and voice-based support services. FinPal chief executive Stephen Handley said many ...

Wealth firm appoints chief financial officer

DARREN SNYDER  |  TUESDAY, 20 MAR 2018
... for more than 15 years. GDG will also be the parent company to Austock Financial Services which provides administration services, unit pricing, fund valuation, investment and fund accounting, fund administration and business registry services.