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Super consolidation tool released by Adviser Network

Adviser Innovation
10 November 2016

A digital tool that will allow superannuation members to consolidate their balances from multiple accounts has been created by Lonsec Fiscal subsidiary Adviser Network. The new SuperFusion Plus tool is integrated with the Australian Taxation Office’s (ATO) SuperMatch 2 service, and uses a three step process to consolidate both known and lost super accounts, the Adviser Network said.

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Adviser Network creates super consolidation tool

Investor Daily
10 November 2016

The new SuperFusion Plus tool is integrated with the Australian Taxation Office’s (ATO) SuperMatch 2 service, and uses a three step process to consolidate both known and lost super accounts, the Adviser Network said.

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Adviser Network to launch game changing super consolidation tool

Media Release
9 November 2016

Adviser Network has developed SuperFusion Plus, a simple super consolidation tool which helps members to simplify their super in three easy steps. Adviser Network has integrated with the ATO’s SuperMatch 2 service to provide members with details of both their lost and known super accounts.

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Digital advice an economic problem

Financial Standard
30 August 2016

Adviser Network chief executive Duncan McPherson said super funds finding it difficult to implement a digital advice solution may discover it's more of an economic problem where the number of member accounts versus member benefits present a disproportionate allocation of resources.

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Robo tools can pose significant legal risks, says lawyer

IFA
29 August 2016

Speaking at Adviser Network’s Digital Advice Conversations last week, Holley Nethercote partner Grant Holley explained that digital advice presents several legal challenges, particularly for services offering personal advice.

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Online advice key to engagement

Adviser Innovation
26 August 2016

Super funds with a robo-advice tool are five times more likely to issue a statement of advice to their members, according to SuperRatings. Speaking at the Digital Advice Conversations event organised by the Adviser Network, SuperRatings chief executive Adam Gee said funds that utilised some kind of online advice tool were “looking at about a 550 per cent increase” in SOA issuance.

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The dangers of waiting to implement tech

by Duncan McPherson
Published by Fintech Business
25 July 2016

The ever-changing face of financial services technology can tempt many to wait for the next big thing before implementing a tech solution for their customers, but the Adviser Network’s Duncan McPherson cautions that when it comes to implementing tech, sooner is always better.

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Adviser Network unveils SMSF suitability tool

Self Managed Super
30 May 2016

Adviser Network has launched a cloud-based solution designed to help accountants continue to provide advice on the appropriateness of SMSFs to their clients in an easy, compliant and efficient manner.

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Adviser Network adds to accountants' advice arsenal

Media Release
26 May 2016

Adviser Network has launched SMSFit, a new cloud-based solution that enables licensed accountants to carry out a preliminary assessment for investors considering a self-managed superannuation fund, as to the suitability of setting up a self-managed superannuation fund.

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Robo-advice – it's not about us

by Duncan McPherson
Published by IFA
13 May 2016

I can't help but be concerned by the tone that much of the conversation around fintech is taking. Sadly, it appears that the vast majority of comments are from a developer's or competitor's perspective, with very few focusing on the customer.

My concern was heightened last year when one commentator, in reference to "robo-advice", suggested that this "ridiculous innovation" be banned by ASIC for not being a service, arguing that its "one-size-fits-all approach" doesn't represent the broader community.

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