Sundaram launches planner services offering
Business process outsourcing specialist Sundaram Business Services has announced a new offering it says is aimed at freeing up financial planners and dealer groups from administrative work.
The new offering is based on the delivery of portfolio administration, transcription and para-planning services.
Announcing the new offering ahead of the SMSF Professionals' Association of Australia (SPAA) conference in Melbourne, Sundaram global head of business development Harish Rao said advisers spent considerable time on internal administrative work — and his company's service aimed to cut down on this time.
Rao said the service included daily updating of financial planning software such as XPlan and Coin, and back-office support for the preparation of Statements of Advice.
Recommended for you
The central bank has released its decision on the official cash rate following its November monetary policy meeting.
ASIC has cancelled the AFSL of a Melbourne-based managed investment scheme operator over a failure to pay industry levies and meet its statutory audit and financial reporting lodgement obligations.
Melbourne advice firm Hewison Private Wealth has marked four decades of service after making its start in 1985 as a “truly independent advice business” in a largely product-led market.
HLB Mann Judd Perth has announced its acquisition of a WA business advisory firm, growing its presence in the region, along with 10 appointments across the firm’s national network.
