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MACQUARIE ADVISER SERVICES
Features
Wrap platforms are increasingly evolving to meet the needs of investors looking offshore for growth, with the addition of managed funds, ETFs and SMAs, Cameron Garrett wr...
Funds management
Macquarie Wrap has reached $4 billion in funds under administration (FUA) for its Consolidator Series of investment, superannuation and pension accounts....
Financial planning
The ability to easily open and manage accounts are what advisers are looking for when it comes to cash products, according to a new survey conducted by Macquarie Bank....
Financial planning
Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...
Superannuation
David Shirlow from Macquarie Adviser Services brings you up to date with new developments regarding the way SMSF trustees can structure insurance....
Financial planning
Macquarie has launched a new planner-oriented product — an online application process with electronic verification to help advisers open cash accounts for their clients m...
Financial planning
The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...
Financial planning
Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....
Financial planning
Software developers have moved to “unprecedented” levels of disclosure regarding every part of financial planners’ daily advice activities, according to new research by I...
Editorial
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...
Superannuation
The regulatory controls on the manner in which SMSFs approach risk insurance coverage for fund members are tightening in a number of respects, writes Macquarie Adviser Se...
Superannuation
Growth in the SMSF space means mortgage brokers have an opportunity to develop specialist knowledge in a complex area, according to Macquarie Adviser Services....
Superannuation
David Shirlow explains why increasing the total tax rate to 30 per cent would not, on its own, cause a widespread shift from voluntary super savings to negative gearing o...
Superannuation
Macquarie Adviser Services has enhanced its product offering for SMSFs, introducing an upgrade to the functionality of its term deposits....
Financial planning
Global financial technology and software provider Rubik Financial has signed a conditional agreement to acquire COIN from Macquarie Group....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...