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Showing 11 - 20 of 28 results for "SMSF services"

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... accounting software. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, and Super Know How, a specialist superannuation service provider, also joined forces with Class ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... compliance services. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, is the newest addition to Class' growing network. Class said the partnership will help clients ...

PwC appoints SMSF specialist

DARREN SNYDER  |  WEDNESDAY, 16 DEC 2015
... join our vibrant, expert team in to the future as we continue to grow this part of our business," Brooks said. "SMSF services are a natural and complementary offering to PwC's Private Clients' core service offering, which includes tax and business services ...

Gen Y can drive SMSF growth

DARREN SNYDER  |  TUESDAY, 28 JUL 2015
... self-managed superannuation fund. "They [Gen Y] are a very large opportunity for growth. From a business who is providing SMSF services to trustees - whether it be accounting or just straight financial advice - what we're finding is the younger ones ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
... tells us that a substantial portion of the accountant market have no intention of obtaining a license to provide SMSF services, which means that by 2016 they will need to find alternative arrangements to deal with existing and future clients with SMSF ...

ASIC concerned about SMSFs, warns spruikers

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... investment and a limited-recourse borrowing arrangement." The taskforce is also focusing on misleading advertising of SMSF services and it has expanded its work to regularly review online advertising channels, such as Twitter, Facebook and YouTube. Tanzer ...

SMSFs get off lightly in FSI interim report

JAMES FERNYHOUGH  |  WEDNESDAY, 16 JUL 2014
... including on social media. He said the regulator is also scrutinising organisations claiming to be 'one-stop shops' for SMSF services.

Platforms pushed by utility as well as technology

ALEX DUNNIN  |  WEDNESDAY, 21 MAY 2014
... Australian platforms are heading you should observe the services self managed super fund administrators are offering. "SMSF services plays an important role in leading platform ideas. Industry funds wouldn't be adding Member Direct Options if it wasn't ...

OneVue acquires SMSF admin business

LAURA MILLAN  |  TUESDAY, 20 MAY 2014
... of OneVue and will be rebranded 'SMSF Managers'. "We will be retaining all staff including client investment and SMSF services manager Peter Renner, senior accountant Salvatore Solano and accountant Adam James," OneVue chief executive Connie Mckeage ...

OneVue beefs up team ahead of SMSF service launch

LAURA MILLAN  |  TUESDAY, 18 JUN 2013
... service. OneVue chief executive of strategic relationships Brett Marsh said that the firm planned to release the new SMSF services later this year, following consultation with advisers and accountants. OneVue's adviser solutions team has appointed new ...