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Showing 11 - 20 of 132 results for "SMSF administration"

SuperConcepts appoints chief executive

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
AMP's SuperConcepts has made its interim chief executive permanent following the resignation of Lara Bourguignon. Grant Christensen was first appointed as interim chief executive in December after Bourguignon's departure and while SuperConcepts recruited ...

Class chief financial officer exits

ELIZA BAVIN  |  WEDNESDAY, 10 MAR 2021
... instrumental in the successful listing of Class, as well as helping to build its current market position in the SMSF administration sector. "We greatly appreciate Glenn's contribution to Class. We thank him for his commitment to our customers and our ...

SuperConcepts appoints interim chief executive

KANIKA SOOD  |  WEDNESDAY, 23 DEC 2020
AMP's SuperConcepts has appointed its chief information officer as the interim chief executive after incumbent Lara Bourguignon resigned earlier this month. Grant Christensen moved into the role on December 18. He joined SuperConcepts in 2006 and has ...

Former Class Super chief joins regtech board

KANIKA SOOD  |  TUESDAY, 1 DEC 2020
... the state's $1.4 billion sovereign wealth fund. Ray was the chief executive of Class Super, which sells SMSF administration software for about four years between 2009 and 2014. "Raj brigs unparalleled industry experience in financial services, people ...

AAT affirms SMSF adviser ban

JAMIE WILLIAMSON  |  WEDNESDAY, 11 NOV 2020
... recommended clients invest in a fund that he was the investment manager of while also the beneficiary of the SMSF administration service provider he recommended they engage. While he did not contest ASIC's findings that he had broken financial services ...

Fiducian posts $10.5m in FY20 profits

KANIKA SOOD  |  MONDAY, 17 AUG 2020
... distribute managed accounts capabilities, offer badged solutions to independent financial advisers and build on SMSF administration. It is also looking to commercialise financial planning software and add new system functionality to platform administration ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... institutions. Before founding his own business, Schapkaitz spent eight years with AMP and SuperConcepts in sales and SMSF administration senior roles. He also spent more than four years with BT Financial Group as the NSW/ACT state manager securitor and ...

SMSF data misleading: BGL

ALLY SELBY  |  FRIDAY, 31 JAN 2020
... This is a far cry from ASIC's headline amount of $13,886," he said. BGL has completed its own analysis of SMSF administration costs. "BGL has also done an extensive analysis of the 190,000 + funds on the Simple Fund 360 platform. We have done this calculation ...

SMSF adviser hit with ban

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... other things, invest in the Bateau Global Opportunities Fund." Blazejczyk was not only the beneficiary of the SMSF administration services he recommended but the investment manager of Bateau Global Opportunities Fund. He failed to disclose those conflicts ...

New career move for ex-SuperConcepts head

ELIZABETH MCARTHUR  |  THURSDAY, 14 NOV 2019
... plans." Commenting on his appointment, Doulgeridis said: "I am excited to be working for Australia's leading SMSF Administration and Audit Firm and looking forward to actively contributing to enhancing and growing the firms' presence in the SMSF ...