News : Technology

SMSF, Technology

Specialists favouring technology

SMSF specialists Technology

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

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

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financial advice, Financial Planning, Technology

AI to free up client servicing

SMSF Self-managed superannuation administration SMSFAI Olivia Long artificial intelligence

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

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

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

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

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Business News, financial advice, Technology

IFPA signs digital advice partnership

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

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

Fraud SuperConcepts SuperMate

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

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Administration, Business News, Technology

SuperConcepts adds further partnership

SuperConcepts The Principals' Community SuperMate Matthew Rowe Kon Costas

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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Technology

First Financial signs on with SuperMate

First Financial SuperMate SuperConcepts

Wealth management firm First Financial will use the SuperMate platform to manage its SMSF clients under a new partnership agreement.

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