Advisers

Why ours screens are making us less happy
Why our screens are making us less happy?

We are in a world where looking at a screen is just an integral part of life. We often find ourselves switching between our work computer, laptop and phone in...

05 10 2017 / Posted by Fabio Dos Reis
Benefits of Managed Accounts Blog Header
Benefits of Managed Accounts

In an age of ever changing regulatory and compliance environment, and increasing pressure to deliver quality financial product advice to clients, Managed Accounts have become increasingly popular. According to findings...

05 10 2017 / Posted by Superfund Wholesale Team
ATO events-based reporting requirements for SMSF pensions
ATO events-based reporting requirements for SMSF pensions

The ATO wants more detailed and more frequent information regarding SMSF pensions. The regulator is consulting with the SMSF industry about the details of new events-based reporting obligations. While the...

04 10 2017 / Posted by Kris Kitto
How ‘zero touch’ SMSF Admin can help your business
How ‘zero touch’ SMSF Admin can help your business

Technology is quickly shaping the SMSF industry and is impacting all involved. Now, let’s not get caught up in all the hype around ‘Artificial Intelligence’ and ‘machines taking over jobs’...

23 08 2017 / Posted by Superfund Wholesale Team
View Superfund Wholesale SMSF Portfolios via MyProsperity
View Superfund Wholesale SMSF Portfolios via MyProsperity

MyProsperity is a technology platform developed by former financial planner Peter McCarthy that brings together all a client’s important financial information in one place: bank accounts, properties, share investments, vehicles...

09 05 2017 / Posted by Superfund Wholesale Team