Search Results | Showing 11 - 20 of 2367 results for "SMSF" |
| | | Industry funds will soon be home to more than 50% of all superannuation assets, as per Deloitte's Dynamics of the Australian Superannuation System report. Retail funds are anticipated to grow in the future, thanks to their existing scale, a wealthier ... |
| | | | ... representative and responsible manager of Octillion Partner Pty Ltd, Rose recommended six self-managed superannuation fund (SMSF) clients to invest their superannuation in a financial product. ASIC found that Rose engaged in conduct that was dishonest ... |
| | | | ... Advisory and Superannuation Services (DASS). There are still an outstanding number of former DASS self-managed super fund (SMSF) clients who have not yet lodged a complaint and have until April 8 to do so. Abood commented that the emergence of the Dixon ... |
| | | | ... superannuation, to deliver income for a dignified retirement, alongside government support, in an equitable and sustainable way." The SMSF Association (SMSFA) slammed the proposed changes to the bills, calling them "significant and complex". "This is ... |
| | | | ... rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed investors opening SMSF accounts declined. ... |
| | | | Fifteen self-managed super fund (SMSF) auditors have been reprimanded for performing in-house audits. The Australian Taxation Office (ATO) referred 15 SMSF auditors to ASIC following a review of files from audit firms. ASIC said it had concerns that ... |
| | | | ... for $1.1 million. In turn, it expects Fortuna's advisers to join Count's licensee business. It also spent $4.1 million on SMSF services company, Solutions Centric. This month, Count announced the completion of the Diverger acquisition. The group now ... |
| | | | ... conflicted remuneration. On the February 29, the Federal Court found that RM Capital's authorised representative the SMSF Club breached conflicted remuneration provisions. ASIC's case alleged that SMSF Club advised its clients to set up self-managed ... |
| | | | ... financial services industry for close to two decades. Her other previous roles include portfolio manager at QSuper and head of SMSF investment solutions at Eviser. Before joining Morningstar, Bradley spent over five years as a consultant to wealth management ... |
| | | | ... WealthConnect platform, introducing the capability to model interactive superannuation, pension, and self-managed super fund (SMSF) strategies. In May 2023, GBST acquired WealthConnect from Creativemass, a financial software provider that ceased operations. ... |
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