News : Technology

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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financial advice, Technology

FSC forms digital advice group

Financial Services Council Digital Advice Expert Group

The Financial Services Council has formed a new membership group to help promote the use of digital advice and form policies that support the reform of the sector.

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Pensions, SMSF, Technology

Check pension rollover process in software

SMSF Superannuation Divorce Pension commutation accumulation administration software

SMSF practitioners should not confuse software processes with legal requirements when it comes to rolling a pension from one fund to another.

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Platforms, Practice Management, SMSF, Technology

Intelliflo adds SMSF modelling tool

intelliflo office intelliflo SMSF

Advisers using the intelliflo platform will now be able to access cash-flow modelling tools to support SMSF clients.

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Auditing, Technology

SuperMate adds ASF Audits integration

SuperMate SuperConcepts ASF Audits integration

SuperMate users will be able to send funds to audit with a new automated process via a new integration with ASF Audits.

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Administration, Compliance, SMSF, Technology

Tech risk management mandated

SMSF auditors accountants technology risk management

Both auditors and accountants must comply with their statutory obligations with regard to their use of IT and their data protection mechanisms.

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Investments, Technology

OpenInvest partners with low-cost advice firm

Life Sherpa

Two financial firms have partnered to launch a managed fund for investors seeking an affordable investment opportunity.

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ETFs, Investments, Technology

Global X unveils US top tech ETF

Global X NASDAQ N100 ETF

Global X has added to its suite of ETFs focused on the technology sector with a new fund covering the leading 100 stocks on the Nasdaq.

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Investments, Technology

Netwealth posts record profit

Netwealth profit annual results

Investment platform Netwealth, which offers SMSF administration and investment services, has posted a record profit ahead of a relaunch of an upgraded core offering.

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