Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 561 - 570 of 1821 results for "Managed Super"

SMSF auditors merge

EMMA RAPAPORT  |  TUESDAY, 1 AUG 2017
Two leading self-managed superannuation fund auditors have announced their intention to merge. ASF Audits, an Adelaide-based SMSF Auditor with more than 20 years' experience working with financial advisers, will merge with Super Auditors - a Newcastle ...

Former ME Bank chief joins Powerwrap

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2017
The founding chief executive of ME Bank has joined the Powerwrap board, with more director appointments expected in the coming months. Appointed as a non-executive director, Anthony Wamsteker brings 30 years' experience to the $6 billion platform. Wamsteker ...

The challenges of modern estate planning

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... Financial Standard Best Practice Forum on Retirement Income, Tsovolos explained how the estate laws around self-managed super funds and discretionary family trusts is still evolving - largely because challenges only occur once the client dies and once ...

Ignition Wealth launches SMSF appropriateness tool

ALEX BURKE  |  FRIDAY, 21 JUL 2017
... Wealth is launching a new tool to help financial advice clients determine their suitability for establishing a self-managed super fund. The Ignition Wealth SMSF Appropriateness Tool educates clients as to the responsibilities involved in running an SMSF ...

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 ...