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Showing 51 - 60 of 67 results for %22SMSF Alliance%22

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... approach on advisers who need to adapt their businesses to the initial version of the legislation. Self-managed super funds The SMSF market continues to grow at an exponential rate. As of 30 June 2014, when the ATO last counted, there were 534,176 funds ...

AMP to wind up Genesys licence

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
... financial advisers in Australia and includes of AMP Financial Planning, Charter Financial Planning, Hillross, Horizons, ipac and SMSF advice.

Federation Alliance appoints acting CEO

STAFF WRITER  |  TUESDAY, 14 OCT 2014
Platform provider Federation Alliance has appointed former AMP SMSF specialist Alan Kenny as its acting chief executive officer, based in Sydney. The company said it has created the role following strong growth since it was founded last year. The business ...

PROFILE: AMP SMSF managing director Natasha Fenech

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
... has combined the two during more than 24 years in financial services and, most recently, as AMP self-managed super fund (SMSF) business' managing director, Laura Millan reports. Fenech learnt the most valuable lesson of her career shortly after finishing ...

Advisers and accountants clash over SMSFs

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
Accountants are feeling challenged that they cannot set up self-managed superannuation funds (SMSF) without a license, at the same time advisers are struggling to gain clients' trust when it comes to SMSFs, Crowe Horwath head of SMSF and Superannuation ...

Accountants on look-out for SMSF-expert advisers

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
Accountants are increasingly forming loyal relationships with trusted self-managed super fund (SMSF) advisers, according to a recent report by Investment Trends and OneVue. The OneVue/Investment Trends 2013 SMSF Accountant Report found that over the ...

BGL forms alliance with DBA Lawyers

STAFF WRITER  |  TUESDAY, 1 OCT 2013
DBA Lawyers has formed an alliance with self- managed superannuation fund (SMSF) administration software supplier BGL Corporate Solutions (BGL) to provide an automated SMSF document solution for trustees. Through BGL's Simple Fund 360 web SMSF administration ...

Industry groups join forces to mount super campaign

BEN COLLINS  |  THURSDAY, 21 FEB 2013
... no further changes will be made to superannuation. This morning both the Financial Services Council and the newly-formed SMSF Owners' Alliance gave Federal Government a March 12 deadline, the date parliament resumes, to rule out tax changes to superannuation. ...

Mercer partners with superMate in SMSF market

LINDA HAUSKEN  |  THURSDAY, 1 NOV 2012
... platform superMate to offer its clients a more efficient service to order actuarial certificates. The self managed super fund (SMSF) administration provider 'superMate' is designed to allow accountants, wealth managers and advisers who administer SMSFs ...

Australian First Mortgage and SuperShift form alliance

CLAIRE MCGREAL  |  MONDAY, 5 MAR 2012
... First Mortgage and SuperShift Australia have joined forces to offer mortgage brokers the facility to be able to take part in SMSF limited recourse loans. The alliance, which sees the creation of the AFM SuperShift product, means brokers can now offer ...