Managing clients SMSF’s made easy with BT Panorama

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BT has added further capability to BT Panorama SMSF where advisers and accountants can work collaboratively to set up their clients’ SMSFs online, to invest their super, help administer their fund and keep it compliant – all in the one place. BT Panorama SMSF is an integrated, end-to-end self managed super solution, tailored to meet […]

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AstuteWheel expands to South Africa and takes up Turnbull’s FinTech challenge

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AstuteWheel is challenging the boundaries of Australian financial advice, exporting its flagship client engagement platform to South Africa and becoming a member of Stone and Chalk, the independent not-for-profit Fintech hub located in Sydney. Building on its momentum in the Australian financial services market, AstuteWheel ran a Pilot Program with 20 financial advice practices in […]

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Businesses voice tax reform priorities – BDO 2016 Tax Reform Survey results

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The Australian business community has spoken on the critical issue of tax reform, highlighting the discrepancy between business and government priorities. A record 523 respondents from around the country – across sectors and business sizes – have had their say in BDO’s fifth annual Tax Reform Survey. BDO National Tax Director Lance Cunningham said multinational […]

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Prime credit markets open to Australian investors

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Australia’s first pooled investment vehicle targeting high income returns from prime credit sourced via global Marketplace Lending (MPL) has opened to high net worth and institutional investors. Global Credit Investments’ (GCI) Diversified Income Fund (the Fund) invests in prime short-term consumer and small business credit. GCI co-founder and Chairman Steven Sher said the Fund was […]

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SuperConcepts partners with Topdocs for new superMate service

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SuperConcepts has announced a partnership with legal document provider, Topdocs to provide SMSF advisers with a more efficient way to order and complete relevant legal documents on behalf of their clients. Available in the second half of 2016 through SuperConcepts’ superMate platform, the service will help advisers populate SMSF documentation with fund information contained in […]

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Financial advisers recognised in annual Hillross awards program

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Hillross adviser Tim Gray has been awarded the top gong for his ongoing professionalism and quality client service in the annual Hillross awards. Open to certified financial planners (CFP®), the awards recognise individual advisers and practices that demonstrate high levels of professionalism, operational excellence, superior client service and quality advice. Managing Director Hillross and AMP […]

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OnMarket targets wealthy Chinese investors with BMY Group

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OnMarket BookBuilds (OMB), the creator of the world’s first online portal giving investors free and fair access to IPOs, has joined forces with BMY Group to supply content to the news and finance organisation, which is dedicated to assisting Chinese in making local investments. Chief executive of OMB, Ben Bucknell, said the company’s partnership with […]

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NAB Financial Planning announce new General Manager

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NAB has announced the appointment of Tim Steele as General Manager, NAB Financial Planning. Tim brings with him 20 years of experience in financial services, most recently as Managing Director of AMP-aligned wealth businesses ipac & Genesys. Executive General Manager, Wealth Advice, Greg Miller, said: “We’re focused on strengthening our business, committed to meeting customer’s expectations […]

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AVCAL appoints Crowe Horwath Australia for private equity training role

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Crowe Horwath, one of Australia’s leading accountancy firms, and the Australian Private Equity and Venture Capital Association (AVCAL) have announced a partnership centred on the provision of foundation level private equity education for AVCAL members. AVCAL, the national association representing the private equity and venture capital industry in Australia, has appointed the Crowe Horwath Corporate […]

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Zurich’s Concentrated Global Growth Fund added to Netwealth platform

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Zurich Financial Services Australia (Zurich) yesterday announced that its new Concentrated Global Growth Fund has been added to the Netwealth platform, following its launch in December last year. Managed by Zurich’s strategic Investment partner American Century Investments, the fund provides investors a higher alpha alternative for global equity allocations. Zurich Investments National Sales Manager, Ms. Linda […]

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