Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 86 results for "SMSF market"

'No basis' to ban independent trustee model: Equity Trustees

ELIZA BAVIN  |  THURSDAY, 28 MAY 2026
... services to members and meeting their personal objectives. It said the platform market, together with the aligned SMSF market ($1.8 trillion FUM), offers products and services that are most closely aligned to the Retirement Income Covenant (RIC). It ...

AMP offloads SuperConcepts

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... customer outcomes and seek to simplify SMSF to enable more Australians to control their super in Australia's growing SMSF market," he said. The transaction is expected to finalise in Q3 this year, with all parties committing to ensuring a smooth transition ...

HUB24 delivers record profit, growth

ANDREW MCKEAN  |  TUESDAY, 23 AUG 2022
... products and solutions that enhance value for existing and new customers, whilst increasing market share and growing the SMSF market. HUB24's platform market share rose from 3.9% to 5.1% (a 31% increase). The company's organic growth reached record levels ...

Class bolsters leadership with new general managers

CHLOE WALKER  |  TUESDAY, 2 AUG 2022
... innovative solutions that deliver great outcomes for our customers and collaborating with industry partners to grow the SMSF market."

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
... are also getting younger, with the average age falling from 48 to 46 years old. Players like Raiz getting into the SMSF market certainly makes sense, as the Investment Trends research found SMSFs are increasingly looking for ways to get into equities ...

Raiz expands to SMSF market

ANNABELLE DICKSON  |  FRIDAY, 19 MAR 2021
The micro-investing platform is targeting SMSFs with its custom portfolio option, giving members more control over their portfolio allocations. The recently launched custom portfolio option is now available to SMSFs and allows users to build their own ...

Loftus Peak lists active ETF

KANIKA SOOD  |  MONDAY, 9 NOV 2020
... quoted fund provides distribution access to broker-directed clients - which in turn can mean access to the $730 billion SMSF market," Equity Trustees global head of business development, fund services Harvey Kalman said. "We're excited to be a part ...

SuperConcepts names new chair

ELIZA BAVIN  |  TUESDAY, 3 MAR 2020
... leadership team as we continue to drive value for our clients," Forsyth said. "It is a time of great change in the SMSF market and SuperConcepts is primed to lead those changes with our innovation lab, which is making impressive strides with Artificial ...

New career move for ex-SuperConcepts head

ELIZABETH MCARTHUR  |  THURSDAY, 14 NOV 2019
... and Audit Firm and looking forward to actively contributing to 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 ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
The demand for self-managed superannuation fund advice has stagnated over the last decade, while overall satisfaction with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report ...
PAGE:
1
PREVIOUS
NEXT