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Showing 941 - 950 of 2594 results for "SMS"

Industry veteran acquires SMSF administrator

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
The former executive manager of SMSF education at SuperConcepts is challenging the "industrialisation" of modern SMSF administration through his acquisition of a boutique SMSF admin firm. David Busoli has acquired Brisbane-based SMSF Alliance, a provider ...

Robo-advice provider inks deal with Class

ALEX BURKE  |  MONDAY, 5 FEB 2018
An Australian robo-advice provider is partnering with Class to enhance its investment and tax reporting facilities. Class chief executive Kevin Bungard said the new arrangement with Six Park is "another great example of an innovative fintech solution ...

Sequoia Financial Group grows board

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
Sequoia Financial Group is welcoming a new non-executive director to its board. Former Odyssey Funds Management chairman John Larsen has joined the ASX-listed wealth manager, bringing more than 30 years' experience across financial services. His appointment ...

Pension phase SMSFs prefer Aussie equities

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
Self-managed superannuation fund members in the pension phase are demonstrating a stronger preference for domestic equities than their accumulation phase counterparts. Recent analysis from Class shows SMSFs in pension phase are, on average, allocating ...

Sydney advice firm launches insurance joint venture

DARREN SNYDER  |  MONDAY, 29 JAN 2018
One of the senior members at a Sydney wealth management firm will lead its new life insurance business following the establishment of a joint venture. HLB Mann Judd Sydney has appointed Andrew Kennedy to lead HLB Insurance Services, which will operate ...

Product agnostic planners boost ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
Australia's ETF market could have fee-for-service financial planners to thank for its ongoing growth. Total funds under management for ASX-listed ETFs increased 44.2% in the 12 months to November 2017 to hit a record $35.5 billion. Researcher Cerulli ...

Topdocs enhances platform with extended partnership

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
Topdocs has integrated new functionality into its company registration platform by extending its partnership with a provider of financial compliance software. Under the enhanced partnership with BGL, Topdocs users can register new companies and have ...

SMSFs shifting focus for diversification

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
Australia's self-managed superannuation fund investors are gaining confidence in international equities and paying more attention to new, innovative sectors. New data from nabtrade shows SMSF investment in international shares, domestic ETFs, mFunds ...

ATO toasts the "SMSF class of 2012"

ALEX BURKE  |  FRIDAY, 19 JAN 2018
As part of the release of its annual SMSF statistics, the ATO looked at the performance of the SMSF sector through the lens of funds established five years ago and asked: where are they now? There were 36,160 SMSFs lodged in the 2012 financial year. ...

HNWI growth outpacing super: Research

ALEX BURKE  |  WEDNESDAY, 17 JAN 2018
The growth in Australia's high-net-worth sector is outpacing superannuation on two key fronts, according to Rainmaker research. First, the growth in high-net-worth individuals (HNWIs) increased by 7% per annum between 2011 and 2016, which is six times ...