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Showing 71 - 80 of 132 results for "SMSF administration"

MDS Financial Group to purchase Sequoia Wealth Group

ALEX BURKE | THURSDAY, 5 FEB 2015

... Sequoia Financial Group (SFG), in December 2014. SFG brought across its asset management, financial planning and SMSF administration services to MDS. SWG operates in Sydney and Perth and has approximately $150 million in FUA. It is also currently applying ...

BMR integrates Xero SMSF practice management software

ALEX BURKE | WEDNESDAY, 4 FEB 2015

BMR Corporate Solutions has successfully integrated Xero's Practice Manager software for SMSF administration. This software will enable users setting up new SMSFs to rapidly synchronise fund details online into the Xero Practice Manager system. This ...

SMSFs up weighting to international shares

MARK SMITH | WEDNESDAY, 29 OCT 2014

... 2014, cash holdings in SMSFs reached 18.29%, the lowest level since the quarterly survey began in 2007. AMP SMSF administration head of technical services Philip La Greca said the significant decrease in cash holdings has mainly flowed into international ...

Federation Alliance appoints acting CEO

STAFF WRITER | TUESDAY, 14 OCT 2014

... and pricing for its SMSF business and responsible for managing and developing products tailored for AMP's SMSF administration clients. Prior to this, he was general manager, products and investment services at Colonial First State where he was responsible ...

High fees deter accountants from using platforms for SMSFs

LAURA MILLAN | THURSDAY, 28 AUG 2014

... SMSF clients remains steady at 57%. The survey also looked at accountants' usage of external solutions for SMSF administration and found that 56% would prefer to use a "one stop shop solution." The report surveyed 1,289 accountants who provide SMSF a ...

SMSF service industry comes of age: Survey

MARK SMITH | TUESDAY, 22 JUL 2014

... service businesses across Australia. These businesses focused predominantly on accounting, financial planning, SMSF administration or a combination of these services. It reveals that the industry is characterised by small, diverse and often specialised ...

WB Financial launches SMA service with Praemium

LAURA MILLAN | TUESDAY, 27 MAY 2014

... "SMSFs are already a key part of our business today and going forward given we also have an interest in a SMSF Administration Service that integrates directly with the adviser offices and administers the majority of our SMSF clients," Wilkinson said. ...

SMSF flexibility makes them error prone

ALEX DUNNIN | FRIDAY, 16 MAY 2014

... vulnerable to compliance problems. Speaking at this week's Financial Services Technical Services forum, AMP SMSF Administration head of technical servicesA A Philip LaGreca said that the main culprit was the complexity of the rules, such as those governing ...

Class Super CEO departs suddenly

JAMES FERNYHOUGH | THURSDAY, 10 APR 2014

... witnessed first-hand his instrumental role in driving and delivering key innovation and successes for the SMSF administration software market and for Class."

OneVue rules out further acquisitions in run up to IPO

ALICE URIBE | THURSDAY, 6 MAR 2014

... acquisition," she said. She said that OneVue was looking to take a position in the form of a convertible note on the SMSF administration side of the business. "We're hoping that were in a position to sign contracts in the next couple of weeks," she said. ...

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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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