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Showing 51 - 60 of 132 results for "SMSF administration"

Thomson Reuters partners for SMSF solution

KERRIE SYDEE | THURSDAY, 8 SEP 2016

Thomson Reuters Cleardocs, a leading supplier of legal and SMSF documents, has partnered with an SMSF administration software provider. The partnership with BGL Corporate Solutions will streamline the SMSF establishment and administration process for ...

Class ups its SMSF stake

DARREN SNYDER | TUESDAY, 16 AUG 2016

ASX-listed SMSF administration software provider Class recorded 45% revenue growth during the 2016 financial year, increasing its estimated share of the SMSF market to about 19.2%. Class' net profit after tax was $5.2 million, up 53%. This would have ...

Stockspot and Class form data deal

DARREN SNYDER | TUESDAY, 2 AUG 2016

... industry partnership. Automated investment adviser and fund manager Stockspot has teamed with cloud-based SMSF administration software provider Class to deliver the new data connection. The integration will provide SMSF accountants and their clients ...

Class launches SMSF benchmark report

DARREN SNYDER | TUESDAY, 12 JUL 2016

Cloud-based SMSF administration software provider Class is launching a quarterly industry benchmark report so that customers and industry participants have better access to key metrics in the sector. In an announcement to the ASX, Class said it will ...

MGD sets focus on risk and succession

KERRIE SYDEE | TUESDAY, 12 JUL 2016

... Wealth's portfolio of advice services includes: total wealth management, investment and asset consulting, SMSF administration and advisory, tax advisory, personal and business accounting, personal risk insurance, business succession and estate planning ...

MORE Super switches to Simple Fund 360

MARK SMITH | MONDAY, 11 JUL 2016

... administration of its 5,000 SMSFs from BGL's Simple Fund Desktop to Simple Fund 360. "We compared alternate cloud based SMSF administration solutions and whilst Simple Fund 360 was not the first to market, 360 is seemingly the most rapidly evolving," ...

Ignition Wealth partners with SMSF administrator

ALEX BURKE | MONDAY, 23 MAY 2016

... Super and the integration with Preset provides a seamless administration and investment advice platform for SMSF administration. "This solution is affordable, compliant and consumer first."

Govt underestimates SMSF Budget impact: BGL

MARK SMITH | MONDAY, 16 MAY 2016

Changes in the Federal Budget may affect as many as 85,000 SMSFs with 160,000 members, SMSF administration provider, BGL Corporate Solutions - many more than suggested in the budget papers. BGL is concerned the proposed $1.6 million pension cap will ...

Class partners with Findex in fintech deal

KERRIE SYDEE | THURSDAY, 12 MAY 2016

... years. Findex hopes the partnership will accelerate growth plans and extend its position as one of the largest SMSF administration providers in Australia. "We are committed to FinTech - it is in Findex's DNA to harness technology to provide better and ...

Managed fund allocations jump

MARK SMITH | MONDAY, 7 MAR 2016

... SMSF clients, with more than a quarter choosing this type of asset management for the first time." OneVue's SMSF administration service manages investment data for SMSFs that are mainly receiving professional advice. The survey also showed that residential ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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