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Showing 551 - 560 of 1807 results for "Managed Super"

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
A former Magnitude Group financial adviser was banned by ASIC for breaching the best interest duty introduced under the Future of Financial Advice reforms. Jason Sean Atkins of Perth is prohibited from providing financial advice for three years after ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
A managed accounts provider is entering the realm of superannuation products, providing financial advice clients with an alternative to traditional super vehicles. WealthO2, the fintech behind MA Operator and MDA Operator, has launched a range of software ...

Macquarie unveils adviser payment service

KARREN VERGARA  |  TUESDAY, 18 JUL 2017
... Macquarie to prioritise product enhancements and the AIP service is just one example of this. One in three self-managed super funds (SMSFs) chooses Macquarie's cash management account, McArdle said, adding "we're investing significantly to build a level ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
Two boutique self-managed super fund service providers have joined forces with Class Super to help scale audit and compliance services. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without ...

Adviser models replacing product focus with customers

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
Financial advice models are proliferating and changing rapidly in the age of technology and big data, prompting advisers to put customers at the heart of business models, according to actuarial and risk management service provider Milliman. Advisers ...

SMSF software demand surges

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
Super reforms have helped propel the demand for self-managed super fund software in the last financial year, according to Class Super. Class' SMSF market share surged to 24% from 19% year-on-year, hitting a record high of 140,000 client accounts in ...

Beacon merges with Libertas

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
... addition to providing independent advice, Sydney-based Libertas offers mortgage broking services and assists self-managed super fund (SMSF) and superannuation accountants provide compliant advice under the new super regime. It joins Beacon Financial's ...

SuperConcepts to close Victorian office

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
Self-managed superannuation fund service provider SuperConcepts confirmed that its expansion in Adelaide will be at the expense of an office located in Glen Waverly, Victoria. Last week the AMP-owned business, in conjunction with the South Australian ...

SMSF auditor busted self-auditing

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
A Victoria-based self-managed superannuation fund auditor was disqualified for auditing his own fund. ASIC investigated Neil Wilson following information supplied by the Australian Taxation Office and determined that he had breached fundamental independence ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
... accountants throughout Australia. According to Easton, it maintains client relationships with more than 4000 self-managed super funds (SMSFs). Easton said the proposed acquisition would be complementary to its existing wealth management operations, which ...