News

Investments, Platforms

Macquarie joins OpenInvest platform

Macquarie Investment Management (MIM) has been added to the OpenInvest platform, joining six other investment managers on the fledgling service.

read more
Documentation, Estate Planning, Financial Planning

SMSF expert to launch automated document service

A new automated document creation service built by I Love SMSF founder Grant Abbott will hit the market at the end of February.

read more
Administration, Business News

Class appoints new CEO

Class has appointed former Mortgage Choice chief executive Andrew Russell as its new CEO.

read more
Documentation, Pensions

SMSF Alliance launches adviser toolbox

A toolbox aimed at helping advisers provide strategic advice for their SMSF clients through the use of different algorithms has been launched.

read more
ASIC, Regulation

ASIC appeals best interest duty court decision

ASIC will return to the Federal Court to lodge an appeal regarding a test case around the provision of personal advice.

read more
ASIC, Property

Court restrains property spruiker from operating

An unlicensed financial services organisation and its sole director have been restrained from their business activities.

read more
Administration, Appointments, Business News

Class appoints new CEO

Class has appointed former Mortgage Choice chief executive Andrew Russell as its new CEO and managing director.

read more
Education

Industry veterans offer exam, PY mentoring

Advisers will be able to access a new professional year and exam mentoring program launched by two long-serving industry members.

read more
Superannuation

SMSF result strong as AMP profit plunges

The performance of AMP’s SMSF business, SuperConcepts, remained strong amid a significant fall in profits experienced by the financial services company.

read more
Compliance, Regulation

Cautious approach needed for new regulatory body

The banking royal commission’s recommendation for a new regulatory body overseeing the activities of the Australian Securities and Investments Commission and Australian Prudential Regulation Authority has been cautiously endorsed by an accounting body.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.