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Showing 121 - 130 of 2552 results for "SMSF"

Super fund consolidation to accelerate: Mercer

ANDREW MCKEAN | THURSDAY, 20 MAR 2025

Australia's superannuation industry is poised for accelerated consolidation, with most existing funds set to disappear, according to a Mercer report. The report noted that during the 2023/24 financial year, the number of APRA-regulated super funds declined ...

India Avenue launches active ETF

KARREN VERGARA | WEDNESDAY, 19 MAR 2025

India Avenue Investment Management has launched its first active ETF on Cboe Australia. The India Avenue Equity Fund Active ETF (IAEF) was admitted on the exchange yesterday. The fund invests in predominantly publicly listed companies in India or generate ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA | TUESDAY, 18 MAR 2025

... a retail choice fund that was then invested into the First Guardian Master Fund. Some investors were advised to set up an SMSF to facilitate investments into the master fund. In late February, the Federal Court made orders to freeze the assets of Falcon ...

Unlawful hawking practices re-emerge in SMSFs

MATTHEW WAI | TUESDAY, 11 MAR 2025

SMSF Association (SMSFA) chief executive Peter Burgess has called out recent hawking practices that prompt people to transfer their retirement savings into a self-managed super fund (SMSF). Burgess said the sector needs to be on alert about the resurgence ...

SMA Reporting Standard launches

KARREN VERGARA | FRIDAY, 28 FEB 2025

The SMA Reporting Standard (SMARS) has launched to address the complexities and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA ...

SMSF Association names annual award winners

MATTHEW WAI | FRIDAY, 21 FEB 2025

SMSF Association (SMSFA) has recognised four of its members at the 2025 SMSF National Conference, citing their excellence in self-managed superannuation and their contribution to the sector. The 2024 CEO Award was posthumously awarded to former Foxton ...

SMSF sector continues to grow

ELIZA BAVIN | FRIDAY, 21 FEB 2025

... super funds (SMSFs) traded more over the past year and the value of their holdings increased by 8.8%, according to the AUSIEX SMSF Under Advice report. The number of newly established SMSF trading accounts on the AUSIEX platform - across both advised ...

ART appoints chief commercial officer

ELIZABETH FRY | THURSDAY, 20 FEB 2025

... relationships. McKay has over 25 years' experience in the financial services industry in corporate super, retail super, SMSF and adviser markets. Further, he has led high-performing teams in several disciplines, including sales, relationship management ...

CSLR levy pain could hit $123m: FAAA

KARREN VERGARA | THURSDAY, 20 FEB 2025

The Compensation Scheme of Last Resort (CSLR) levy could potentially catapult to $123 million in the 2027 financial year, new estimates from the Financial Advice Association of Australia (FAAA) shows. Following the bombshell that the 2026 CSLR levy ...

Convicted adviser fails to appeal prison sentence

MATTHEW WAI | THURSDAY, 20 FEB 2025

... director for all businesses. Additionally, he dishonestly transferred shares and convertible notes owned by his client's SMSF into a company without adequately advising his client that he was the sole director, and he had a personal interest in that ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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