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Showing 1 - 9 of 9 results for %22Smarter SMSF%22

SuperConcepts integrates with Smarter SMSF platform

ANDREW MCKEAN  |  THURSDAY, 13 APR 2023
SuperConcepts has joined forces with Smarter SMSF, integrating SuperMate and the documentation platform for streamlined SMSF administration. SuperConcepts chief technology officer Andy Forbes and Smarter SMSF chief executive Aaron Dunn said the integration ...

Planners heed SMSF risk warning

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2019
... clients? Delegates have been warned how to avoid triggering the ATOs radar. Aaron Dunn, who is the chief executive of Smarter SMSF, has provided an update on SMSF regulation, explaining changes to legislation and what the ATO is cracking down on at the ...

Imminent launch for start-up super fund

KARREN VERGARA  |  FRIDAY, 2 AUG 2019
... fund underpinned by a managed account solution will officially launch this spring. Tomorrow Super promises to be the "smarter alternative" to traditional retail, industry and self-managed superannuation funds, according to co-founder and chief executive ...

BGL announces new integrations

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
... administration announced new integrations. In what BGL says is an "industry first", the company announced an integration with Smarter SMSF which will allow CAS 360 and Simple Fund 360 clients to purchase Smarter SMSF documents from within their BGL software. ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... theme underpinning three days of learning and networking was that change is here to stay - and advisers must respond to it smarter and better than ever. ASFA Conference At the end of last month about 2000 delegates made their way to Sydney's International ...

BT Financial Group expands SMSF capability

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... advisers. "We know that many accountants collaborate with advisers in managing their clients' SMSFs and they are looking for smarter ways to work together to best serve trustees," Moxey said. In the past, managing SMSFs was often fragmented and accountants ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... Partnership as a dynamic and progressive IFA committed to providing fuller and more transparent client services through smarter, scalable structures." Financial advisers of the self-licensed group will be able to efficiently and transparently manage ...

SelectingSuper awards super fund of the year

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
... understanding the comparative merits of their superannuation funds we have seen exciting innovations, lower fees, better and smarter offerings, and more options tailored to customers' needs," Rainmaker Group head of research Alex Dunnin said. "Above ...

Smarter lifecycle approach to staunch SMSF flow

MELANIE TIMBRELL  |  THURSDAY, 23 AUG 2012
The quality of the debate on lifecycling in Australia has improved, according to Standard Life Investments, although many super funds are still grappling with product design into the post retirement phase. There is genuine concern in the industry that ...
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