Self-managed superannuation firm Exelsuper has appointed a financial planner and SMSF specialist as the owner of its first franchise.
Glenn Doherty, who has more than 15 years of industry experience, including eight as co-owner of an Adelaide planning business, will work closely with the organisation’s head office in Adelaide.
Exelsuper chief executive Chris Harris said the new franchise is a major step in the growth plans of the company.
“More and more people are choosing to establish their own superannuation fund and assume greater control of their retirement savings, so we continue to grow as an organisation and are delighted to welcome Glenn as our first franchisee,” said Mr Harris.
“He has vast experience in the financial planning and superannuation field, and more importantly, has a genuine passion to provide independent SMSF advice to help families, retirees and young professionals create, manage and protect wealth.”
Mr Harris said Exelsuper currently manages more than $350 million in funds under advice and has established a presence in the local Adelaide market through “sustained client growth and company acquisitions”.
SUBSCRIBE TO THE SMSF ADVISER BULLETIN
- 21 Aug 2016Risks flagged with real estate appraisal valuesBy Miranda Brownlee
- 21 Aug 2016Lawyer challenges ATO view on two fund strategiesBy Miranda Brownlee
- 18 Aug 2017ATO locks in details, addresses panic on real-time reportingBy Katarina Taurian
- 18 Aug 2017Data feeds unreliable for new reporting, says mid-tierBy Miranda Brownlee
- 18 Aug 2017Tax component confusion spurs potential tax liabilitiesBy Miranda Brownlee
- 18 Aug 2017Contributions triple in June quarter, survey showsBy Staff Reporter
- view all
- ATO locks in details, addresses panic on real-time reporting
The tax office has addressed several points of confusion with the new events-based reporting regime, locked in key deadlines, and outlined w...read more
- Data feeds unreliable for new reporting, says mid-tier
With an estimated 20 per cent of SMSFs still encountering errors from data feeds, one mid-tier firm believes the ATO should allow SMSF pract...read more
- view all