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Showing 1 - 10 of 19 results for "SMSF Administration Service"

Prime Financial acquires SMSF administrator

CHLOE WALKER  |  TUESDAY, 4 OCT 2022
In a critical step in its ambition of becoming Australia's premier B2B SMSF administrator, Prime Financial Group has acquired Gold Coast-based SMSF Administrator Intello. The acquisition will see Prime Financial Group's SMSF division represent approximately ...

AAT affirms SMSF adviser ban

JAMIE WILLIAMSON  |  WEDNESDAY, 11 NOV 2020
... recommended clients invest in a fund that he was the investment manager of while also the beneficiary of the SMSF administration service provider he recommended they engage. While he did not contest ASIC's findings that he had broken financial services ...

SMSF adviser hit with ban

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
ASIC has banned a self-managed super fund adviser from providing financial services for five years for failure to meet best interests obligations. Wayne Blazejczyk was investigated by ASIC when he was an authorised representative of Ballast Financial ...

SuperConcepts and DomaCom align

DARREN SNYDER  |  FRIDAY, 18 NOV 2016
SuperConcepts' low-cost SMSF administration service iSaver is adding DomaCom's property fund to its platform. The partnership makes it easier for SMSF trustees and their advisers to access property investments. The fractional nature of the DomaCom fund ...

Managed fund allocations jump

MARK SMITH  |  MONDAY, 7 MAR 2016
... clients, with more than a quarter choosing this type of asset management for the first time." OneVue's SMSF administration service manages investment data for SMSFs that are mainly receiving professional advice. The survey also showed that residential ...

Capstone/BGL to deliver online AFSL authorisation

ALEX BURKE  |  TUESDAY, 4 AUG 2015
Capstone Financial Planning and SMSF administration services provider BGL are partnering to deliver online Australian Financial Services Licence authorisation to accountants. The partnership will enable BGL clients to apply online for an AFSL via a ...

MDS Financial Group to purchase Sequoia Wealth Group

ALEX BURKE  |  THURSDAY, 5 FEB 2015
Back-office software provider and broker MDS Financial Group (MDS) has signed a non-binding term sheet to acquire specialist financial advice firm Sequoia Wealth Group (SWG), it announced today. This follows MDS's acquisition of SWG's minority shareholder ...

WB Financial launches SMA service with Praemium

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
... 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. Praemium ...

Gloomy outlook forces Crowe Horwath to trim business

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
... bedding down current, longer term benefit projects including cloud accounting and a comprehensive SMSF administration service," the company said in a statement in the Australian Securities Exchange (ASX). Financial advisers of Crowe Horwath's Melbourne-based ...

SuperIQ acquires SMSF admin business

LAURA MILLAN  |  TUESDAY, 22 OCT 2013
... from this transaction. "Tranzact's SMSF customers will have access to SuperIQ's marketing leading SMSF administration service and technology platform and SuperIQ will benefit from increased scale," SuperIQ general manager Peter Lalor said. "Increased ...
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