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Showing 21 - 30 of 47 results for "cash management account"

New Topdocs tool speeds SMSF application

MARK SMITH  |  MONDAY, 16 NOV 2015
... application, advisers can also register a corporate trustee for their SMSF, create a Macquarie or NAB Cash Management Account application and have the investment strategy prepared for the fund using the one online application form. For accountants using ...

Australian Money Market adds CBA to platform

MARK SMITH  |  THURSDAY, 28 AUG 2014
... added the CBA Accelerator Cash Account to the choice of options on its term deposit platform. The new cash management account (CMA) is aimed at advisers whose clients have an existing CBA cash management account. AMM managing director Stephen Jewell ...

Macquarie appoints Bell Direct as online broker

MARK SMITH  |  TUESDAY, 29 APR 2014
... Services Group to provide a white label share trading platform that offers integration with the Macquarie Cash Management Account. Bell Direct chief executive Arnie Selvarajah said the Bell Direct platform integrated easily into existing systems. "Our ...

ASIC bans Gateway Financial adviser permanently

LAURA MILLAN  |  MONDAY, 8 JUL 2013
... Doyle sold down the client's shares without her knowledge and transferred the proceeds to the client's cash management account before transferring the funds to his own account using forged authorities. Doyle obtained approximately $173,000 to which he ...

Advisers could benefit from independent software

JAMES FERNYHOUGH  |  TUESDAY, 28 MAY 2013
... major platforms. "Platforms are very dear. Platforms also cheat people because most platforms in their cash management account are getting rebates off the banks and things like that. This really allows the relationship between the adviser and the client ...

Superfund Wholesale's new tool cuts SMSF set-up to 20 mins

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
... that information to order SMSF trust deeds and populate additional applications including a Macquarie cash management account application, a Lonsec broking account application. Superfund Wholesale's system follows the launch of cloud-based solutions ...

My Adviser offers accountants licensing package

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
My Adviser group has launched a specialist authority licensee package to enable accountants to continue to provide advice on SMSFs and superannuation following the changes to the accountant exemption in the FOFA reforms. Currently, accountants can provide ...

Online historic cash reporting drives SMSF efficiency

MELANIE TIMBRELL  |  TUESDAY, 6 MAR 2012
Macquarie Bank has introduced online access to 10 years worth of historic cash management account statements to support the growing SMSF market. Driven by feedback from stakeholders, the historic CMA statements are secured within the bank's online portal ...

Bendigo and Adelaide team up with Australia's first RI platform

RACHEL DAVIS  |  TUESDAY, 6 DEC 2011
... the Responsible Investment Association of Australasia. Every account opened will use the Adelaide Bank Cash Management Account (CMA), unless an alternative is selected. "Australian investors and financial advisers are increasingly seeking to make investment ...

Macquarie backs annuity income as contributions drop

MATT WOODINGTON  |  THURSDAY, 28 JUL 2011
... 2011. That figure was aided by $9.6 billion of cash management trust funds that were transferred to the cash management account in July 2010. The division contributed net profit of $275 million, for the full year 2011, up 5% on 2010. Macquarie private ...