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Showing 1 - 10 of 44 results for "SMSF business"

Prime to acquire boutique fund manager

KARREN VERGARA  |  MONDAY, 12 FEB 2024
... million. Prime operates wealth management, capital and corporate advisory, accounting, and business advisory, and SMSF business units. Altor director and head of distribution Harley Dalton said: "In Prime we have found the optimal long-term partner to ...

SMSF Association appoints chair

CHLOE WALKER  |  FRIDAY, 18 FEB 2022
... "But if I had to highlight Andrew's unique contribution to the association it would be his experience in running an SMSF business and how that has allowed him to understand and appreciate the concerns of our members in an environment where the regulatory ...

CountPlus to acquire Challenger SMSF business

ANNABELLE DICKSON  |  WEDNESDAY, 20 OCT 2021
The ASX-listed advice and accounting group is expanding its SMSF offering after finalising terms to acquire Accurium from Challenger. CountPlus will pay $9 million for Accurium made up of cash and a debt facility. It will hold an 85% shareholding with ...

Property manager hires super fund head

ALLY SELBY  |  TUESDAY, 4 FEB 2020
... fund manager at Charter Hall Direct, in a move that the firm says reflects the growth of Charter Hall's retail and SMSF business. Charter Hall managing director and chief executive David Harrison said Patterson's experience and relationships in the wholesale ...

New career move for ex-SuperConcepts head

ELIZABETH MCARTHUR  |  THURSDAY, 14 NOV 2019
... enhancing and growing the firms' presence in the SMSF market." He added that SuperAA is the fastest growing SMSF business in Australia. "It has achieved this via organic growth rather than via acquisition," Doulgeridis said. "The secret to its success ...

Internal talent shuffle at AMP

HARRISON WORLEY  |  WEDNESDAY, 23 OCT 2019
... new role is acknowledgement of Michael's value to our leadership team as someone who has successfully run an SMSF business, and has a deep understanding of linking operational processes to outstanding client outcomes," Bourguignon said. Earlier this ...

ASIC bans SMSF business director

HARRISON WORLEY  |  THURSDAY, 22 AUG 2019
ASIC banned the director of a firm allowing people to illegally access their superannuation early to buy a home. The corporate regulator slapped Max David Goldenberg with an eight year ban from providing financial services and engaging in credit activities ...

FSU seeks transparency on CBA job cuts

KARREN VERGARA  |  TUESDAY, 16 APR 2019
... strategy to become a simpler, better bank." Financial Standard also understands changes are taking place in CBA's SMSF business. CBA said in a statement that its subsidiary CommSec "is making some changes to help us better serve our customers' ...

Dealer group acquires bank advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2019
... wherever possible within our business." Bendigo and Adelaide Bank has also offloaded its specialist Geelong West SMSF business. The buyer is Business & Wealth Advisors, one of Geelong's largest locally-owned accounting and financial advice practices. ...

SuperConcepts chief resigns

KARREN VERGARA  |  FRIDAY, 30 NOV 2018
... thriving SMSF sector that provides people with the choice to own their retirement." AMP appointed Fenech to manage its SMSF business commencing in February 2014. She joined from Suncorp after seven years, working in a number of senior roles across personal ...
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