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Showing 81 - 90 of 538 results for %22Smart Financial%22

ATO warns of new SMSF scheme

ELIZA BAVIN  |  MONDAY, 15 MAR 2021
... out for if you are approached by a promoter and you can find a full list of active retirement schemes in our Super Scheme Smart information pack."

Former adviser charged over fabricated information

JAMIE WILLIAMSON  |  FRIDAY, 5 MAR 2021
... offences including dishonest conduct, fabricating evidence and providing false information to ASIC. He previously ran Smart Financial Strategies and is currently general manager of Accord Partners, which its site describes as a "financial concierge and ...

NEOS shakes up leadership team

KARREN VERGARA  |  MONDAY, 1 MAR 2021
... Member's Choice Superannuation Plan) by way of a successor fund transfer on 1 January 2021. The plan's trustee Tidswell Financial Services wrote to members on 13 November 2020 informing members of the intended transfer.

CountPlus profit down 53%

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... shareholders jumped 65% to $4.1 million and cash at hand increased 37% on the previous 12 months to $27.6 million. Count Financial recorded a 74% jump in EBITDA to $1.6 million however, due to the end of grandfathered revenue, the group expects earnings ...

Goldman Sachs launches robo-adviser

KARREN VERGARA  |  FRIDAY, 19 FEB 2021
... capitalisation. Impact invests in companies that meet certain environmental, social and governance (ESG) criteria, while Smart Beta scores companies on fundamental and technical factors of performance. "We'll recommend a diverse mix of stock and bond ...

Class makes acquisition, profit up

ANNABELLE DICKSON  |  TUESDAY, 16 FEB 2021
... Class Trust is used by 175 accounting businesses and manages more than 2700 trusts. Class also noted that integrated financial advisory firm Findex has signed up to the NowInfinity Documentation Suite for its national accounting network.

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
Of the almost 3500 stories penned this year, these are the stories the Financial Standard team feels defined 2020. The Financial Standard editorial team has written 3484 stories so far in 2020. It wasn't always easy either. Like most of you, we ...

Technology a tool not a threat: Avaloq

ANNABELLE DICKSON  |  THURSDAY, 17 DEC 2020
... make actions like settlements or payments easily automated. Avaloq group chief service delivery officer Michael Pahlke said smart automation will deliver material advantages to financial institutions. "In this new era, market leaders will be defined ...

Retail superannuation funds grilled on member priorities

KARREN VERGARA  |  TUESDAY, 24 NOV 2020
A parliamentary inquiry has again cast doubt over retail superannuation funds' ability to put the best financial interests of members ahead of profit and shareholders. The most recent Standing Committee on Economics into super heard instances of ...

ESG bringing the family together

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
... governance (ESG) investing have emerged as a common interest for high net worth families who have competing interests over financial advice, risk and objectives, new research shows. Barclays Private Bank found that by 2030 the wealthiest people in the ...