Technical Summit returns to face-to-face forum with focus on workshops

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The SMSF Association Technical Summit will be a face-to-face event as COVID-19 restrictions ease. The premium event will include a highly interactive workshop discussion and problem-solving Summit on 21-22 July... Read more continue reading
30 Apr 2021

Property Funds Association appoints Intertrust’s Andrew Cannane as President of Executive Committee

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Property Funds Association (PFA), the peak body representing Australia’s unlisted property funds industry, has appointed Andrew Cannane, Executive Director of Intertrust Australia, as President of its Executive Committee. Mr Cannane... Read more continue reading
30 Apr 2021

Raiz Invest acquisition puts residential property on its investment menu

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Raiz Invest, Australia’s largest mobile-first financial services platform, has opened a new investment channel – residential property – for its customers, with an agreement to acquire the holding company of... Read more continue reading
30 Apr 2021

Ignition Advice expands with Asia appointment

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Digital advice provider Ignition Advice is continuing its growth with the creation of a new role, CEO – Asia, and has appointed senior financial services executive Craig Keary to the... Read more continue reading
29 Apr 2021

Disruption to the advice tech stack is happening at pace

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Leading research firm Investment Trends has launched its 2020 Advice Technology Benchmark Report, which provides an in-depth review of developments in technology used by financial advisers to deliver advice, covering... Read more continue reading
29 Apr 2021

LGIAsuper to buy Suncorp’s superannuation business

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LGIAsuper members will benefit from increased size, scale and, ultimately, reduced costs with the acquisition of Suncorp’s superannuation business (Suncorp Portfolio Services Limited) in 2022. The transaction, announced yesterday, will... Read more continue reading
29 Apr 2021

Midwinter expands partner ecosystem with myprosperity integration

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Midwinter Financial Services Pty Ltd (Midwinter) has announced an integration with myprosperity, a market leading client portal solution for financial advisers and accountants. Advisers using Midwinter’s financial planning solution, AdviceOS,... Read more continue reading
29 Apr 2021

Aspiri Financial Services to join Focus Partner Connectus Wealth Advisors, further expanding Connectus’ Australian footprint

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Focus Financial Partners Inc. (Focus), a leading partnership of fiduciary wealth management firms has announced that Connectus Wealth Advisers (Connectus) has entered into a definitive agreement under which the Aspiri... Read more continue reading
29 Apr 2021

Westpac launches real-time digital gambling block for customers

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Westpac has introduced a new blocking mechanism in its online and mobile banking platforms which will allow customers to restrict their spend with gambling merchants. The new digital feature means... Read more continue reading
29 Apr 2021

LIC and LITs rally along with market recovery

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At the end of March, a year on from the commencement of the market recovery, the Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) sector had re-gained ~$13 billion... Read more continue reading
28 Apr 2021