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| | Seven years on from its launch, Spaceship Super is being merged into a larger offering. Following a due diligence process, Spaceship's trustee Diversa has chosen to undertake a successor fund transfer that will see Spaceship become a sub-plan of ... |
| | | The number of financial advisers in Australia appears to be stabilising at 15,602, as Count and AMP Financial Planning continue to hold the lion's share. Rainmaker's analysis of the ASIC Financial Adviser Register (FAR) shows that the population ... |
| | | ... journey from client onboarding to advice presentation is integrated, intuitive, and innovative." The update follows the recent addition of two-way sharing of data between intelliflo and its partners Product Rex and Omnium. "Research data is sent back ... |
| | | ... report," he said. Similarly, property investors claiming deductions are never far from the ATO's watchful eye as a recent review found 90% of tax returns were full of errors. This year, Chapman said investors can expect the ATO to crack down on excessive ... |
| | | ... clients' trusted adviser and the ringmaster of their financial affairs, which is a key driver behind our growth strategy and recent decision to establish a mortgage and lending business," Cook said. "We also have great capability with self-managed super ... |
| | | ... towards the "return" of financial advice, following the government's favourable response to the Quality of Advice Review. "Recent data indicates the exodus of financial advisers has 'bottomed out'. The government's recent favourable response to the Quality ... |
| | | ... possibility of upcoming interest rate cuts, which means it could be an even longer wait here in Australia. Powell said recent US inflation data had not given policymakers enough confidence to ease interest rates soon, noting that the Fed may need to ... |
| | | The annual list of the world's most innovative wealthtech companies was recently released, with several Australian firms making the cut. Iress, GBST, Practifi, Lumiant, and Ignition Advice were all on the list, which was selected by a panel of industry ... |
| | | The financial services industry has paid tribute to Wayne McGauley who passed away over the weekend. Most recently the head of distribution at Wheelhouse Partners, McGauley had a long and successful career in the financial services industry spanning ... |
| | | HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' ... |
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