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Showing 581 - 590 of 1833 results for "Managed Super"

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 ...

Auscap equities fund gets Zenith, Lonsec tick

ALEX BURKE  |  WEDNESDAY, 21 JUN 2017
... positive view on our approach to value investing." Carleton emphasised the positive role the fund can play for self-managed super fund investors in regards to Australian equities diversification, given that most SMSFs have a heavy bias towards the top ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... providers, uXchange is a centralised way to access advisers typically servicing high net worth clients and self-managed super funds, Bernasconi noted.

VanEck launches floating rate ETF

ALEX BURKE  |  TUESDAY, 20 JUN 2017
VanEck is launching a new floating rate exchange-traded fund on the ASX. The VanEck Vectors Australian Floating Rate ETF, trading under the code FLOT, is based on a portfolio of Australian floating rate notes (FRNs), or short-term bonds with variable ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... aiming to provide low-cost professional grade guidance, expertise and access to knowledge to self-directed and self-managed super fund (SMSF) investors. At its height, the platform offered more than 30,000 local and international investments from across ...