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Showing 1 - 10 of 68 results for "SMSF Administrator"

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... June comprising private equity firm Pemba Capital Partners and several advice industry veterans. "As the only SMSF administrator with software accreditation, and one of only 12 SuperStream suppliers approved by the Australian Tax Office, SuperConcepts ...

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 ...

Peter Burgess to become SMSFA chief executive

CHLOE WALKER  |  WEDNESDAY, 27 JUL 2022
... experience to the position, including three years as the association's technical director before joining the SMSF administrator SuperConcepts in 2013 as general manager, technical services and education. "I am thrilled to be offered the position of chief ...

HUB24 names new Class chief executive

JAMIE WILLIAMSON  |  MONDAY, 11 JUL 2022
... The former group executive for retirement and investment solutions at MLC will soon become chief executive of SMSF administrator Class. Tim Steele will take over the top job on August 1, replacing HUB24 director of strategic development Jason Entwhistle ...

Squirrel Super to pay over false property claims

JAMIE WILLIAMSON  |  TUESDAY, 21 JUN 2022
... Super will pay $55,000 for claims made in marketing materials about investing in residential property. The SMSF administrator was found by the Federal Court to have distributed a brochure that featured false and misleading representations about the benefits ...

Heffron adds head of product

JAMIE WILLIAMSON  |  THURSDAY, 21 APR 2022
SMSF administrator Heffron has appointed a head of product, hiring from BT. Kate Sheringham has joined Heffron in the newly created role, moving on from BT where she spent the last six years as national manager, SMSF products. In the new role, Sheringham ...

SMSF data misleading: BGL

ALLY SELBY  |  FRIDAY, 31 JAN 2020
SMSF administrator BGL Corporate Solutions has called out ASIC over a "misleading" fact sheet it published and distributed to SMSF trustees last year. It comes after SMSF Association chief John Maroney slammed the regulator over the data used in the ...

SMSF administrator chief joins advice firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... strategic and business development experience, including her former role as chief executive of a market-leading SMSF administrator, is the ideal background for this critical role of building greater awareness of Prime and its related brands," he said. ...

Super Plus switches to SMSF fintech

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
Brisbane-based SMSF administrator Super Plus is migrating its clients to Mclowd, which provides its core software for free. The administrator has entered into a five-year agreement with Mclowd - a fintech with about $1 billion in super assets under ...

Class recruits data manager

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
... experience at WealthO2 has joined Class to grow the delivery of data feeds to financial advisers. Joining the SMSF administrator as feeds operations manager is Tom Sargent. Sargent joins after 12 months with WealthO2. Sargent has been appointed to drive ...
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