News : Technology

financial advice, Technology

Global advice platform launches in Australia

financial advice software

An advice platform with more than 30,000 users worldwide has set up operations in Australia after honing its offering for use by local advisers.

read more
Investments, Technology

OpenInvest offers Islamic investing solution

OpenInvest Islamic investment

A simple and more affordable investment avenue for Islamic Australians has been made available through OpenInvest’s latest partnership agreement.

read more
Technology

Further SuperMate developments planned

SuperMate developments

SuperConcepts has scheduled the release of some significant improvements to its SuperMate administration service later in the year.

read more
Investments, Technology

OpenInvest partners with advice firm

OpenInvest Peak

OpenInvest has joined with an advice firm working with high net worth clients to offer online investments to those still building their wealth.

read more
Auditing, Technology

Auditors can rely on quality data feeds

auditors data feeds

Data feeds can be a reliable source of information for SMSF audits as long as the quality of the information exchange is of the highest level.

read more
Technology

Software creating compliance angst

SMSF software compliance

An unquestioning reliance on superannuation software can lead to compliance issues with regard to SMSF investment strategies.

read more
Estate Planning, Technology

Midwinter, Inherit Australia strike deal

A new agreement will see data integration from the Midwinter financial advice software into the Inherit Australia estate planning tool.

A new agreement will see data integration from the Midwinter financial advice software into the Inherit Australia estate planning tool.

read more
Investments, Technology

Finalists named for 10th anniversary awards

SMSF awards finalists

The finalists for the 10th SMSF Service Provider Awards to be held in October and presented by selfmanagedsuper have now been determined.

read more
Auditing, Technology

Data feeds fail audit standard

data feeds smsf audit

Data feeds cannot replace physical bank statements to verify the monetary transactions entered into by an SMSF for the fund’s year-end audit.

read more
Administration, Technology

Hub24 targets more SMSF growth

Hub24 service SMSF

Hub24 has developed a new end-to-end service for SMSFs aimed at growing the sector and the role the organisation will play in it.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.