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Showing 31 - 40 of 132 results for "SMSF administration"

OneVue sells SMSF admin business

ALEX BURKE  |  MONDAY, 26 MAR 2018
... decision to sell, OneVue chief executive Connie Mckeage said while she "likes the business and its people," SMSF administration will "not receive the management attention required to really grow the business from here." She added: "As the market leader ...

Praemium data feeds added to BGL platform

KANIKA SOOD  |  MONDAY, 19 MAR 2018
... late 2017.It then worked with service provider to refine the final product, released recently. However, the SMSF administration software provider thinks the future lies in artificial intelligence. Lesh said BGL has been working on a new AI posting engine ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
... businesses into four core divisions. InterPrac, valued at $12.38 million, added immediate scale to Sequoia's SMSF administration, wealth advisory and investment solutions divisions, the company said. In December 2017, Sequoia announced a number of strategic ...

SuperConcepts enhances document management system

KARREN VERGARA  |  MONDAY, 12 FEB 2018
... workflow technology which can deduce the correct approach to processing different situations within a typical SMSF administration operation. "SuperMate's new document management system can make a fund 'audit ready' with virtually no human input required," ...

Industry veteran acquires SMSF administrator

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... former executive manager of SMSF education at SuperConcepts is challenging the "industrialisation" of modern SMSF administration through his acquisition of a boutique SMSF admin firm. David Busoli has acquired Brisbane-based SMSF Alliance, a provider ...

Robo-advice provider inks deal with Class

ALEX BURKE  |  MONDAY, 5 FEB 2018
... providing a daily up-to-date view of investment data and detailed tax reporting." Six Park is also partnering with SMSF administration provider Heffron so as to offer its clients an automated SMSF management platform. Six Park chief executive Patrick ...

Sequoia Financial Group grows board

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
... doing so, Sequoia employed its founding director Mark Phillips as head accountant to the companies' numerous SMSF administration businesses. Sequoia also increased its ownership of the Finance News Network from 53.9% to 77.07% and increased its stake ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
... can meet all their needs. However growth in the market is coming from the rise of the lower-cost specialist SMSF administration firm, whose average SMSF trustee client base has risen from 90,000 in 2015 to 125,000 today. "The reason this has been occurring ...

SuperConcepts launches admin tool

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
... directed portfolio services, securities and even peer-to-peer lending. Existing SuperMate or SuperConcepts SMSF administration clients can use the platform free of charge to also access third-party products and services. SuperConcepts chief executive ...

KPMG appoints wealth management strategy lead

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
... and speed to market and decision making." KPMG has also entered into an agreement to use Class Super for its SMSF administration software and Class Portfolio in its business advisory group. The news comes after Class chief executive Kevin Bungard flagged ...