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Showing 31 - 40 of 44 results for "SMSF business"

Challenger acquires SMSF business

MARK SMITH  |  MONDAY, 16 DEC 2013
Challenger Limited has entered into an agreement to acquire self-managed superannuation fund (SMSF) actuarial certificate provider Bendzulla Actuarial. According to Challenger, Bendzulla has a market share of more than 50% serviced through relationships ...

AMP buys another SMSF business

MARK SMITH  |  THURSDAY, 7 NOV 2013

Super IQ doubles after dual acquisitions

MARK SMITH  |  FRIDAY, 1 NOV 2013
... to customers from early December 2013. The acquisition follows Super IQ's purchase of Brisbane-based Tranzact's SMSF business two weeks ago. "This is a significant deal for us in terms of scale. It means we've more than doubled in size the last month," ...

AMP platforms soar, SMSFs dawdle

JAMES FERNYHOUGH  |  FRIDAY, 25 OCT 2013
... it wasn't all exuberant growth. Despite running the most active SMSF advertising campaign in the country, AMP's SMSF business only administered an extra 150 self-managed superannuation fund trustees, taking the total number to 9,800. AMP's insurance ...

AMP Capital nabs NAB exec for new SMSF role

JAMES FERNYHOUGH  |  THURSDAY, 24 OCT 2013
... AMP Capital's investment more easily available to SMSF investors. He said AMP Capital would be working with AMP's SMSF business "develop customer focused investment solutions." Keegan will start in his new role at AMP Capital at the end of the month. ...

Beware greedy SMSF intermediaries

MARK SMITH  |  FRIDAY, 2 NOV 2012
... advisers and other wealth professionals the company highlighted that accountants were "struggling to cope with existing SMSF business" and that demand was creating "staffing issues" and pitched itself to take on the responsibility of back office administration. ...

AMP SMSF completes leadership team

ALEX DUNNIN  |  THURSDAY, 2 AUG 2012
... leadership team which also includes Andrew Hamilton as director, SMSF Administration and Craig Jameson as director, SMSF Business Operations. Also joining the team is SuperIQ Chief Financial Officer Peter Lalor. Clarke's role will be managing the portfolio ...

Streamlined SMSF software creates adviser revenue stream

BEN COLLINS  |  WEDNESDAY, 4 JUL 2012
Advisers can create an additional revenue source if they streamline their relationship with accountants and create the option to charge an administration fee to their increasing base of self-managed super funds (SMSF). With investment commissions removed ...

AMP to acquire Cavendish

MELANIE TIMBRELL  |  WEDNESDAY, 27 JUN 2012
AMP Limited is to acquire Australia's largest SMSF administrator Cavendish Group as part of plans to establish an SMSF dedicated business unit under Paul Sainsbury. The new unit aims to capture a greater position for AMP in the $440bn self-managed super ...

More SMSF trustees go it alone

MELANIE TIMBRELL  |  TUESDAY, 19 JUN 2012
... planners operating an SMSF for their own purposes. Despite the findings, the planning industry itself is expecting SMSF business will form a greater proportion of funds under advice and revenue in the years ahead, according to Eric Blewitt, chief operating ...