News : Business News

Heffron expands SMSF toolkit offering

November 16, 2021

Heffron has added a new subscription option to its Super Toolkit offering alongside new collaboration tools and integration with a software provider.

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ATO, Business News

Advisers in line of defence against scams

November 8, 2021

Tia Thomas

SMSF specialist advisers can play a key role in helping trustees and self-directed investors defend themselves against investments scams which exceeded $325 million in lost funds last year.

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Business News, Investments

Marketech boosts stock trade offering

November 4, 2021

Jason Spits

Online share trading platform Marketech will join with stock market news service Marcus Today to boost their service offerings to investors.

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Accounting, Business News

Class, Cloudoffis team up for year-end service

October 28, 2021

Darin Tyson-Chan

Class and Cloudoffis have formed a partnership to provide SMSF practitioners with a new workpaper solution for their end-of-year processes.

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Business News

SMSFA returns to in-person national conference

October 25, 2021

Tia Thomas

The SMSF Association (SMSFA) has announced its first face-to-face conference since 2020 as coronavirus restrictions begin to ease across the country.

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Business News

New ownership for Accurium

October 20, 2021

Darin Tyson-Chan

The ownership structure of actuarial certificate provider Accurium has changed, with CountPlus acquiring the firm from Challenger.

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Business News, Documentation

Class adds DocuSign to product suite

October 19, 2021

Tia Thomas

Class has launched its new digital signature feature in partnership with DocuSign to create a more rapid process for professionals and clients.

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Business News

Hub24 to acquire Class

October 18, 2021

Tia Thomas

Hub24 will acquire all ordinary shares in Class in a multi-million-dollar share swap deal.

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Business News

Zenith sold to UK-based fund data firm

October 6, 2021

Jason Spits

Zenith Group and its research house Zenith Investment Partners has been acquired by a UK-based data and research firm.

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Business News

BT appoints chief executive

September 15, 2021

Tia Thomas

BT Financial Group has announced the appointment of a new chief executive, who is set to commence the role next month.

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