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Showing 61 - 70 of 113 results for %22SMSF Adviser Network%22

Advice network buys into accounting industry

ALEX BURKE  |  MONDAY, 15 MAY 2017
... acquired Peters and Partners, a firm established in 2014 that provides business and taxation services, self-managed super fund (SMSF) accounting and administration and corporate advisory. AZ NGA chief executive Paul Barrett said his group's relationship ...

Advice dealer group expands network

KARREN VERGARA  |  MONDAY, 3 APR 2017
... Elders in 2017. Saltbush provides business succession planning advice, that incorporates business and personal, as well as SMSF insurance advice. Elders Financial Planning general manager Tony Beaven said the addition will enhance Elders' existing advice ...

AMP reshapes advice businesses, appoints MD

ALEX BURKE  |  FRIDAY, 31 MAR 2017
... Thomas as managing director of Hillross; Neil Swindells as managing director, Charter; Chris Digby as managing director of SMSF advice and Jigsaw; and Dave Akers as director, channel strategy and services. Akers will oversee the new channel strategy ...

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... Panorama platform has been seeking attention in the self-managed super market, leveraging the 120,000 SMSFs already in BTFG's adviser and licensed accountant distribution network. Chief executive Brad Cooper also sees further growth in the life insurance ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... retirement outcomes is our mission - this new service will help us to help them achieve this goal." 8. JBWere to reduce adviser commissions JBWere announced in June it will be making a number of changes to its remuneration framework following a six month ...

SMSFs continue hunt for information

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2016
... diversification methods. New statistics released by AMP Capital show the number of members of the wealth management firm's online SMSF community has doubled to 600 in the past year. The SMSF Community offers those interested in SMSFs the opportunity ...

Super funds must do better digitally

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
... topics too and just being armed with a greater knowledge might give people the confidence to go offline and talk to an adviser. One of the key reasons funds are coming to us is because we are delivering an end-to-end, self-directed advice journey but ...

FirstWrap launches cash management solution

KERRIE SYDEE  |  WEDNESDAY, 8 JUN 2016
... management solution on FirstWrap Plus Investment accounts on July 1, in a bid to make cashflow management easier for investors, SMSF trustees and advisers. Powered by CBA's Accelerator Cash Account, the cash management solution is intended to work hand ...

SMSF accountants seek investment product knowledge

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
SMSF accountants say their understanding of investment products is low and are calling on fund managers and brokers to service them with further education and support tools. This is one of several key findings in a survey of more than 1100 SMSF accountants ...

Adviser Network launches SMSFit

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... SMSFit to enable licensed accountants to continue advising clients on their suitability to set up a self-managed super fund (SMSF). SMSFit will allow accountants to operate under a limited AFSL to provide compliant and personalised advice solutions following ...