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Showing 31 - 40 of 67 results for %22SMSF Alliance%22

Six associations form new alliance

KARREN VERGARA  |  TUESDAY, 8 MAY 2018
... The Australian Shareholders' Association, Australian Listed Investment Companies Association, National Seniors Australia, SMSF Association, Self-managed Independent Superannuation Funds Association, and Stockbrokers and Financial Advisers Association. ...

Super Plus switches to SMSF fintech

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
Brisbane-based SMSF administrator Super Plus is migrating its clients to Mclowd, which provides its core software for free. The administrator has entered into a five-year agreement with Mclowd - a fintech with about $1 billion in super assets under ...

Industry veteran acquires SMSF administrator

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... SMSF administration through his acquisition of a boutique SMSF admin firm. David Busoli has acquired Brisbane-based SMSF Alliance, a provider of SMSF and non-super administration, tax and investment services. In doing so, he has taken on the dual roles ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... several European elections; central bank policy; commodity and property prices; and the outlook for China and Australia. SMSF Association National Conference More than 1300 financial advisers and self-managed superannuation fund (SMSF) trustees attended ...

Former CBA-aligned adviser banned for three years

ALEX BURKE  |  FRIDAY, 1 DEC 2017
... their self-managed superannuation fund when not permitted to under the Superannuation Industry (Supervision) Act 1993 or the SMSF's trust deed. He was also found to have recommended another client to use funds from his SMSF to provide a business loan ...

Centrepoint adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... their self-managed superannuation fund when not permitted to under the Superannuation Industry (Supervision) Act 1993 or the SMSF's trust deed. He was also found to have recommended another client to use funds from his SMSF to provide a business loan ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
... estate planning documentation via an online portal and, if legal guidance is needed, clients can engage a lawyer versed in SMSF, company, estate planning and succession planning law. Further, Centrepoint and Topdocs are collaborating to deliver professional ...

Countplus sells off underperformers and merges firms

ALEX BURKE  |  FRIDAY, 14 JUL 2017
... compliance review and appointed former Financial Planning Association chief executive Mark Rantall as independent chair and former SMSF Owners' Alliance chair Bruce Foy as an independent director.

SMSF associations announce merger

EMMA RAPAPORT  |  FRIDAY, 26 MAY 2017
... Superannuation Funds Association, established in 1998 to represent the interests of trustees and industry to Government, and the SMSF Owners Alliance, established in 2012 to give the owners of SMSF's a direct voice on Government policies, will amalgamate ...

SMSFs continue hunt for information

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2016
... diversification methods. New statistics released by AMP Capital show the number of members of the wealth management firm's online SMSF community has doubled to 600 in the past year. The SMSF Community offers those interested in SMSFs the opportunity ...