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Showing 101 - 110 of 2568 results for "SMSF"

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... advice across the industry," Palmer said. "Licensees with advisers focusing on aged care or self-managed superannuation funds (SMSF) for example, often mandate further education in these fields for their advisers. "An FAAA endorsed specialisation ensures ...

Investments, advice complaints jump 18%

KARREN VERGARA  |  WEDNESDAY, 23 JUL 2025
Investments and financial advice complaints jumped 18% in the 2025 financial year, thanks to the failures of United Global Capital, Shield Master Fund, First Guardian Master Fund and Brite Advisors. This is according to the Australian Financial Complaints ...

Padua Solutions buys up data provider

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
Padua Solutions is strengthening its data capabilities with the acquisition of Wealth Data following a successful capital raise, which closed at $2 million over its target. Wealth Data provides insights on advisers, superannuation funds, and self-managed ...

Superannuation is Australia's 'productivity engine': ASFA

MATTHEW WAI  |  MONDAY, 14 JUL 2025
The Association of Superannuation Funds of Australia (ASFA) said Australia's superannuation sector provides a fundamental contribution towards the nation's growth, but argues there is more that needs to be done. ASFA has released The Impact and Opportunity ...

Most traded stocks in the first half of the year revealed

MATTHEW WAI  |  THURSDAY, 10 JUL 2025
Retail and advised investors both invested heavily into mining and energy industries in the first half of the year, according to new research from AUSIEX. Despite strong growth in the Commonwealth Bank share price, it isn't the most sought-after stock ...

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
... that has reached an "industrial scale." ASIC has also made this issue prominent in the CRIS report along with investigating SMSF establishment advice, which includes an assessment of related AFSL policies and procedures. The levy will also spend money ...

APRA expects 'no cutting corners' with CPS230

KARREN VERGARA  |  TUESDAY, 1 JUL 2025
APRA is warning superannuation funds "not to cut corners" when in it comes to getting their operational risk management in order as the landmark prudential standard CPS 230 comes into effect today. CPS 230 Operational Risk Management effectively forces ...

SMSFs' risk appetite to change under Division 296: Wilson

MATTHEW WAI  |  MONDAY, 30 JUN 2025
The controversial superannuation tax will likely see an exodus of SMSF capital from emerging companies as they look to avoid growth companies, a discussion paper says. Following its initial discussion paper and petition on Division 296, Wilson Asset ...

Betashares gearing up to expand Wealth Builder product suite

ANDREW MCKEAN  |  WEDNESDAY, 25 JUN 2025
Betashares has registered a new managed investment scheme, which possibly signals the expansion of its Wealth Builder geared ETF product suite, launched in April last year. The Betashares Wealth Builder Global Shares Geared (30-40% LVR) Complex ETF ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience, an SMSF is still regarded as a retail investor if the fund's asset base ...