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Showing 361 - 370 of 2554 results for "SMSF"

BGL appoints head of ecosystem

CASSANDRA BALDINI  |  TUESDAY, 31 MAY 2022
... ecosystem team is well positioned to continue to lead the industry in connectivity in the years ahead." BGL is a provider of SMSF investment portfolio and company compliance management software, its free open API is used across the industry with reportedly ...

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
Funds under administration (FUA) in managed accounts platforms increased by almost 50% per annum in the last three years alone, according to Rainmaker Information. Analysing figures previously published by the Institute of Managed Account Professionals ...

Class Trust adds lodgment functionality

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
The SMSF software provider is set to release an Electronic Trust Lodgment functionality as part of Class Trust, removing the need for manual lodging of tax returns. Class said the addition of the functionality will reduce manual processes and the time ...

SMSF establishments on the rise

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
... funds. The research from AUSIEX found that women and younger generations are driving new account openings, with the first SMSF accounts from Generation Z opened in the last year. AUSIEX said some SMSF investors appeared to ignore inflation fears, trading ...

SMSFA collaborates with APRA on rollover improvements

ANDREW MCKEAN  |  FRIDAY, 22 APR 2022
The SMSF sector has been plagued with delays when rolling over funds from APRA regulated funds to SMSFs, so the industry body is working with the regulator with the hope of improving processes. SMSF Association deputy chief executive and director of ...

Heffron adds head of product

JAMIE WILLIAMSON  |  THURSDAY, 21 APR 2022
SMSF administrator Heffron has appointed a head of product, hiring from BT. Kate Sheringham has joined Heffron in the newly created role, moving on from BT where she spent the last six years as national manager, SMSF products. In the new role, Sheringham ...

New research backs diversified SMSF portfolios

CHLOE WALKER  |  THURSDAY, 21 APR 2022
New research conducted by the SMSF Association and the University of Adelaide confirms self-managed super funds (SMSFs) that have diversified investment portfolios outperform those that do not. The research, based on financial statement data from over ...

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
BT has seen the SMSF funds under administration on its Panorama platform soar. According to its latest update, SMSF FUA on the platform sits at $26 billion as of March end. It's more than doubled year on year, having sat at $11.93 billion in March 2021. ...

Superhero to offer Qantas points

ELIZABETH MCARTHUR  |  MONDAY, 4 APR 2022
... one entry and Superhero investors can enter a maximum of three times per day. Investors with individual, trust, company, SMSF and minor trading accounts are also all eligible to enter. The offer is not applicable to members of Superhero's retail ...

Nucleus Wealth launches direct indexing option

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... indexing provides custom investment options without needing to commit to the time, expense, and legal obligations of running an SMSF. "Where an index mutual fund, an index ETF or traditional superannuation fund merely tracks the index, direct investing ...