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Showing 1 - 10 of 20 results for "Wealthtrac"

Platform business in administration

KANIKA SOOD  |  THURSDAY, 13 AUG 2020
... management had already undertaken much of this work as part of the unwinding of operations as a result of the sale of Wealthtrac to its original founders," Damien Hodgkinson of Olvera said. "We want to create as little disruption as possible, as we enter ...

Spitfire acquires adviser platform, names chief

ELIZABETH MCARTHUR, KARREN VERGARA  |  MONDAY, 3 JUN 2019
... and a chief product officer from BT Financial Group. Spitfire completed the acquisition of platform and wrap provider Wealthtrac, which is used by over 6000 advisers and clients, for an undisclosed figure. It has two wrap products: the Wealthtrac Superannuation ...

Manage super on the go with new Wealthtrac app

MARK SMITH  |  TUESDAY, 28 OCT 2014
Platform and wrap provider Wealthtrac has launched a new app for its wrap product that allows members to monitor their super on their mobile device. Wealthtrac chief executive Matt Johnson said the app recognised the shift occurring in the delivery ...

ATO doing a good job on SMSFs: Cooper

JAMES FERNYHOUGH  |  FRIDAY, 21 FEB 2014
... that there were some who should not be in self-managed funds, he said the bulk fall into the former category. However, Wealthtrac managing director Matt Johnson said the ATO was not the best regulator for the job. "Would it be beneficial to have a regulator ...

REI Super launches a new app

HARRY PAGE  |  THURSDAY, 16 JAN 2014
... service and support, which now includes mobile access," Smith added. REI Super's new app follows the recent release of Wealthtrac's SMSF smartphone app.

Wealthtrac launches SMSF smartphone app

ALEX DUNNIN  |  THURSDAY, 10 OCT 2013
Boutique platform group Wealthtrac has launched a mobile device application focused on self managed super that even facilitates fund establishment while mobile. Wealthtrac managing director, Matthew Johnson, said, "Our cloud-based SMSF platform brings ...

Wealthtrac steps up SMSF campaign

JAMES FERNYHOUGH  |  THURSDAY, 22 AUG 2013
Platform provider Wealthtrac has appointed a self-managed superannuation fund (SMSF) sales specialist to develop its business in the potentially lucrative, but hard-to-access DIY super market. As business development manager - SMSF, James Macken will ...

Superfund Wholesale's new tool cuts SMSF set-up to 20 mins

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
... broking account application. Superfund Wholesale's system follows the launch of cloud-based solutions from BGL and Wealthtrac. Kitto said advisors utilising the SMSF iSystem would benefit from a reduction in errors, multiple cost savings, significant ...

Planners must boost SMSF specialisation: SPAA

ALICE URIBE  |  THURSDAY, 11 APR 2013
... am a specialist. Advisers need to leverage this and improve their competencies and capabilities," Magney said at a Wealthtrac lunch held in Sydney. Gerard Hermens, Strategic Learning Partnerships managing director said that it was urgent for advisers ...

Wealthtrac launches cloud-based SMSF platform

MARK SMITH  |  FRIDAY, 5 APR 2013
Wealthtrac, has launched a cloud-based SMSF platform that centralises administration and reporting to build efficiencies for advisers. The platform comes after two years of research that investigated where independent advisers could benefit from greater ...
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