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Showing 601 - 610 of 1809 results for "Managed Super"

KISS selects SMSF compliance software provider

ALEX BURKE  |  MONDAY, 13 FEB 2017
Keep It Simple Super (KISS) will now use Simple Fund 360 and CAS 360 as its self-managed superannuation administration and corporate compliance software solutions. Both products are owned by BGL Corporate Solutions, whose managing director Ron Lesh ...

DomaCom secures exclusive US distribution partnership

ALEX BURKE  |  FRIDAY, 10 FEB 2017
DomaCom entered into an exclusive distribution agreement with a fellow real estate crowdfunding platform in the US. Three days after the ASX-listed fractional property investment firm announced it had received approval from ASIC to extend its crowdfunding ...

Altair hires distribution GM

ALEX BURKE  |  MONDAY, 6 FEB 2017
... Heggie. He will oversee distribution strategy in all market segments, covering individual retail investors, self-managed super funds, family offices and institutions. Before this position Heggie was general manager, Asia-Pacific at Unisys. Other roles ...

Slattery steps down from SMSF Association

ALEX BURKE, JAMIE WILLIAMSON  |  THURSDAY, 2 FEB 2017
... its formation in 2003. During that period, she presided over the industry's key representative body for the self-managed super sector. "The association is recognised as the pre-eminent organisation in the SMSF community by government, regulators, educators ...

ATO calls time on SMSF safe harbour rules

ALEX BURKE  |  MONDAY, 30 JAN 2017
... ATO is warning financial advisers that the safe harbour rules for limited recourse borrowing arrangements in self-managed super funds will be changing this week. Under the new rules, LRBAs must be consistent with either the safe harbour guidelines introduced ...

Former ClearView chair joins CountPlus

ALEX BURKE  |  TUESDAY, 17 JAN 2017
... listed in 2010 shortly before CBA's acquistion of Count Financial. After CBA sold its stake in cloud-based self-managed super administration software company Class, Countplus picked it up and the Class platform ended up being, in Lambert's words, "a ...

SMSF investors trade during market volatility

EMMA RAPAPORT  |  MONDAY, 16 JAN 2017
... their voluntary contributions," Evans said. In the September quarter the average voluntary contributions to self-managed super funds decreased from $10,750 to $3,040. CommSec data also showed that in 2016, SMSFs held equities across a broad range of ...

NAB partners for SMSF establishment service

ALEX BURKE  |  THURSDAY, 5 JAN 2017
... what they are paying for," Walsh added. Heffron SMSF Solutions co-founder Meg Heffron said: "More than 30,000 self-managed super funds are set up in Australia every year, and through our partnership with NAB we can help more people through this process. ...

Medium risk for terrorism funding in financial advice

ALEX BURKE  |  THURSDAY, 22 DEC 2016
... "on a crime list for suspected terrorist financing." In the second, after making an initial rollover into a self-managed super fund, a client requested a "large funds transfer to a high-risk jurisdiction for terrorism financing." When the bank discussed ...

Strong SMSFs bridging gender super gap

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
The average SMSF balance of females has grown 24%, demonstrating that women are becoming increasingly engaged with their superannuation. The annual self-managed superannuation funds (SMSFs) statistical overview released by the ATO shows that over the ...