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Showing 131 - 140 of 312 results for "SMSF trustees"

Adviser linked to Spring FG banned for document forgery

LAURA MILLAN  |  THURSDAY, 3 SEP 2015
... clients financial services guides and statements of advice and he was not licensed or authorised to provide advice to SMSF trustees.

Pengana and PanAgora strike new deal

DARREN SNYDER  |  THURSDAY, 27 AUG 2015
... investor demographics - an ageing population combined with a growing number of engaged, high net-worth investors and SMSF trustees - was driving greater demand for funds focused on delivering absolute returns and capital preservation during prolonged ...

BMR debuts 15-minute SMSF

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... has been a long-time supporter of BMR Corporate Solutions - their service has transformed the way we deal with new SMSF trustees. What used to be a multi-day process is now completed in 15 minutes."

CBA enlists SuperIQ for SMSF service

ALEX BURKE  |  THURSDAY, 20 AUG 2015
... Under the brand Commonwealth SMSF - and using the Member Dashboard software developed by SuperIQ - CBA will issue SMSF trustees with consolidated investment strategy, contribution cap and pension monitoring facilities, alerts, and document and reporting ...

Class supports nabtrade data feed

STAFF WRITER  |  TUESDAY, 28 JUL 2015
... be available on Class' wealth accounting cloud software platforms Class Super and Class Investment Reporter. "As SMSF trustees and investors realise the benefits of diversification from a risk and volatility perspective, there is increasing interest ...

Gen Y can drive SMSF growth

DARREN SNYDER  |  TUESDAY, 28 JUL 2015
... among Generation Y clients. Research commissioned by the SMSF Association and nabtrade shows more than 60% of Gen Y SMSF trustees are challenged by understanding their roles and responsibilities in a self-managed superannuation fund. "They [Gen Y] are ...

SMSFs keeping cash for better markets

DARREN SNYDER  |  FRIDAY, 24 JUL 2015
... released jointly by Vanguard and Investment Trends yesterday. This year's report is based on a survey of about 4000 SMSF trustees and 501 financial advisers. Vanguard head of market strategy and communications, Robin Bowerman, said SMSF trustees currently ...

Advice firm pays penalty for misleading claims

MARK SMITH  |  TUESDAY, 21 JUL 2015
... administrators and advisers. "Making appropriate investment decisions is one of the most important responsibilities of SMSF trustees. ASIC is determined that SMSF trustees get accurate information and are not misled by advertising, including on websites ...

SMSFs gear up for advice

DARREN SNYDER  |  MONDAY, 13 JUL 2015
... non-trustees, according to research commissioned by nabtrade and the SMSF Association. The research says about 53% of SMSF trustees are more likely to be receiving financial advice than non-trustees (about 30%). Illustrating the value of financial advice ...

Sherwin principal faces court for SMSF fraud

LAURA MILLAN  |  THURSDAY, 25 JUN 2015
... with 33 counts of dishonestly after causing detriment of nearly $10 million between May 2009 and December 2012 to SMSF trustees. Sherwin was also charged with one count of dishonestly breaching his duties as a director of Wickham Securities Limited between ...