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Showing 11 - 20 of 69 results for "SMSF Administrator"

Class recruits data manager

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
... experience at WealthO2 has joined Class to grow the delivery of data feeds to financial advisers. Joining the SMSF administrator as feeds operations manager is Tom Sargent. Sargent joins after 12 months with WealthO2. Sargent has been appointed to drive ...

Crypto hype drives new partnership

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2018
An SMSF administrator is teaming up with a cryptocurrency brokerage firm to help investors achieve greater portfolio diversification. A new partnership between Xpress Super and Bitcoin Trader will provide SMSF investors with access to five of the top ...

SuperConcepts acquires SMSF administrator

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
SuperConcepts acquired a self-managed superannuation fund administration provider in an attempt to expand its market share. MORE Super joins SuperConcepts' growing network comprising AMP SMSF, Ascend, Cavendish, SuperIQ, superMate and yourSMSF. MORE ...

SMSF administrator creates lead data role

JAMIE WILLIAMSON  |  MONDAY, 12 FEB 2018
A self-managed superannuation fund administrator has added a head of data and process to its executive lineup. Joining Heffron in the newly created role is Jodi Stapleton. Stapleton was most recently senior manager service and information delivery at ...

SuperConcepts enhances document management system

KARREN VERGARA  |  MONDAY, 12 FEB 2018
... management system can make a fund 'audit ready' with virtually no human input required," he said. Last month, the SMSF administrator announced its digital transformation strategy that will fundamentally redesign the foundations of the business. The SMSF ...

Industry veteran acquires SMSF administrator

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... material difference to their client outcomes and the value of their firms. "I have acquired this firm, a boutique SMSF administrator with a successful history and a highly professional and experienced team, so that we may provide a best-of-breed service ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
A newly rebranded SMSF service provider is hoping to expand its market reach with the help of financial advisers. Adelaide-based PeakSuper, formerly Catapult Super, will look to build partnerships with advisers to assist their clients with the establishment ...

SelectingSuper winners crowned

EMMA RAPAPORT  |  THURSDAY, 16 NOV 2017
... Pension Fiducian Account Based Pension MLC MasterKey Pension Fundamentals Perpetual WealthFocus Pension Plan SMSF Administrator of the Year AMP SMSF Solutions BT Panorama Heffron SuperGuardian Asset Consultant of the Year Frontier Advisors JANA Investment ...

SelectingSuper finalists announced

ALEX BURKE  |  FRIDAY, 20 OCT 2017
... Quartermain. The finalists for this year are: Fund of the Year AustralianSuper Cbus Hostplus IOOF Sunsuper UniSuper SMSF Administrator of the Year AMP SMSF Solutions BT Panorama Heffron SuperGuardian Asset Consultant of the Year Frontier Advisors JANA ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
The number of self-managed superannuation funds with unmet financial advice needs is at record highs, and yet this is not translating to greater use of financial advice, with trustees citing difficulty in finding advisers who can meet their needs. Research ...