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Showing 1371 - 1380 of 1391 results for "SMSFS"

Saint to solve the SMSF investment strategy nightmare

... Financial services group St Clair hopes to reduce the investment strategy paperwork for trustees of Self Managed Super Funds (SMSFs). Dr Norman Sinclair, managing director of St Clair Financial Services, says SMSF trustees need help cutting through the ...

Vanguard's new hire to target DIY super funds

... business development team in his dual role of assisting financial planners on how to deal with Self-Managed Super Funds (SMSFs) and second, in unmasking the different strategies within an SMSF. "There's a lot of strategy within SMSFs that can be quite ...

SMSF adviser ordered to repay clients

... his company without holding an AFSL licence. Preston had also approached clients to have their superannuation rolled into SMSFs. The Federal Court found Preston breached his duty as director by allowing money to be transferred from Manito's bank account. ...

ASIC completes wind up of SMSF adviser

... of $800,000 by encouraging them to roll over their existing superannuation funds into self-managed superannuation funds (SMSFs) established by PFS Group. The PFS Group had also led investors to invest a further $700,000 into joint venture investments ...

ASIC nabs SMSF adviser

... investors and acted unconscionably leading investors to roll over approximately $800,000 of existing superannuation funds into SMSFs established by the PFS Group while also leading investors to invest a further $700,000 into join venture investments ...

ASIC bans SMSF adviser

... against Preston and SRS after 34 Melbourne clients were recently approached by SRS to have their superannuation rolled into SMSFs. It is alleged consumers with as little as $8,000 in superannuation entitlements have been advised to set up SMSF and charged ...

New poll reveals choice will not impact on SMSF growth

... Accountant's CEO Stephen Harrison says while superannuation choice may not cause a sudden or dramatic impact on the number of SMSFs it is clear that the sector will continue to be supported. Approximately 2,500 SMSFs were established every month. Harrison ...

Lonsdale signs up Praemium

... the two groups. "Praemium is a unique service that favours our accounting based adviser group particularly in the areas of SMSFs and where listed securities are a significant part of the investment mix," Lonsdale chief executive officer Mario Modica ...

ATO calls on SMSF trustees to get it right

... dealt with heavily after the start of the new financial year. Tax Commissioner Michael Carmody released a statement saying SMSFs in breach of the separation of assets rules had till the end of June to comply. Under the Superannuation Industry (Supervision) ...

Mercer adds administration to SMSF service

... compliance. Heffron Consulting has been chosen as the default SMSF administrator for the service but clients that have established SMSFs will be free to use their existing providers. Mercer first indicated it was looking to offer an expanded SMSF service ...