News : Technology

SMSF management becoming a breeze

November 4, 2024

SMSF Administration AI Artificial intelligence

The use of artificial intelligence can make SMSF management significantly easier and give trustees peace of mind with regard to compliance.

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SMSF, Technology

Specialists favouring technology

October 16, 2024

Darin Tyson-Chan

SMSF specialists have differentiated their practice activities in three key areas over the past year with respect to servicing their clients.

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Technology

Class enhances direct information access

SMSF Self-managed superannuation Class Administration software Tim Steele share registries

October 9, 2024

Darin Tyson-Chan

Class has improved its software through the inclusion of direct information feeds from share registries and an additional financial institution.

AI to free up client servicing

SMSF Self-managed superannuation administration SMSFAI Olivia Long artificial intelligence

October 3, 2024

Jason Spits

Artificial intelligence will take over routine work in the SMSF space but practitioners should prioritise their focus on its client outcomes.

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SMSF, Technology

Tech will bolster SMSF servicing

SMSF Self-managed superannuation Auditors Technology ASF Audits Shelley Banton

September 30, 2024

Jason Spits

The ongoing growth of the SMSF sector can be met by the relatively static pool of practitioners through the adoption and use of technology.

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Administration, Technology

Long starts AI-powered admin firm

Olivia Long SMSFAI artificial intelligence AI SMSF administration Digital Rapport David Cowling

September 16, 2024

Jason Spits

Olivia Long has launched a new SMSF administration firm that will use artificial intelligence to produce client reports, with plans to use it across the entire reporting process.

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Investments, Technology

OpenInvest unveils Vietnamese community offer

OpenInvest Ravi Verma Vietinvest Infinitezephyr Dean Nguyen ElectricFAI

September 12, 2024

Jason Spits

OpenInvest has joined with a Sydney adviser to provide an online investment tool offering specialised portfolio options for members of the Vietnamese community.

IFPA signs digital advice partnership

IFPA Institute of Financial Professionals Australia Pippa McKee MoneyGPS George Haramis single-topic financial advice digital advice

September 10, 2024

Jason Spits

The Institute of Financial Professionals Australia has created a new partnership that will allow its members to offer online advice without needing to hold their own licence.

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Platforms, Technology

Anti-fraud measure added to SuperMate

August 13, 2024

Todd Wills

SuperConcepts has introduced an anti-fraud verification measure to protect the financial information of users from being exposed to fraudsters.

SuperConcepts adds further partnership

SuperConcepts The Principals' Community SuperMate Matthew Rowe Kon Costas

August 7, 2024

Jason Spits

SuperConcepts will provide software and administration services to a community of self-licensed advisers under its third partnership announced in the past two months.

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