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Showing 441 - 450 of 2554 results for "SMSF"

Class launches SMSF auditor tool

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
The SMSF technology platform has launched an online tool to assist accountants in finding suitable SMSF auditors for their clients. The tool will allow accountants to request quotes from different providers that connect directly to the Class product ...

SuperConcepts appoints chief executive

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... recruited for her replacement. Christensen was made permanent on July 1. He joined SuperConcepts in 2006 and has worked in the SMSF industry for 15 years. He has experience across sales, marketing, customer service, risk and compliance. Christensen also ...

Class to dump MDA investment

ANNABELLE DICKSON  |  TUESDAY, 6 JUL 2021
The SMSF technology platform has decided to either convert or redeem its $3.1 million investment in Philo Capital Advisers after concluding it is not in the best interest of its shareholders. Class previously made the investment prior to the introduction ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... 19,544, latest ASIC data shows. As at July 1, AMP Financial Planning finished the financial year with 690 advisers, while The SMSF Advisers Network (SAN) had 669 representatives at the end of the period, Rainmaker modelling of ASIC's Financial Adviser ...

Perks looks within for directors

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
... Bosnich and Fiona Gordon have both been promoted from associate director to director. Bosnich joined the firm in 2015 as an SMSF specialist, having come from AMP where she was an SMSF solutions associate. She was previously an SMSF client manager at ...

ASIC disqualifies SMSF auditor

ANNABELLE DICKSON  |  WEDNESDAY, 30 JUN 2021
The corporate regulator has disqualified a self-managed superannuation fund (SMSF) auditor for breaching independence and auditing standards. ASIC found that Gordon Victor Shrubsole from Miranda, New South Wales lacked independence during the process ...

KPMG promotes two super experts

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... Westpac. She previously led the strategy and technical services team at software firm NowInfinity and served as a director at SMSF Blueprint, an SMSF trustee educational platform.

WealthO2 launches adviser app

KARREN VERGARA  |  TUESDAY, 22 JUN 2021
... $3630 across six family members. "Super Simplifier gives members the personalisation, transparency and flexibility of an SMSF but for a fraction of the cost. It is the only a low cost offering of its type in the market and offers full transparency of ...

AFA defends industry against Labor attack

KARREN VERGARA  |  MONDAY, 21 JUN 2021
... debating the Treasury Laws Amendment (Self-Managed Superannuation Funds) Bill 2020 that is proposing the maximum number of SMSF members is increased from four to six. McAllister said that Labor does not support the bill, arguing that having six members ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... Lonsdale Dealer Associates. AMP Financial Planning netted 304 exits, paring down its representatives from 1038 to 734. The SMSF Advisers Network (SAN) has the largest book of advisers at 763, but over the period farewelled 98. SAN is operated by the ...