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Showing 1771 - 1780 of 1833 results for "Managed Super"

RetireInvest uses Alliance Programme to build business

... firms. "With the recent changes due to FSR, my local accountants now see they have a real problem managing self managed super funds for their clients. We've helped them to distinguish the separate roles of accountants and financial advisers when it comes ...

Asgard re-aligns products into high touch low touch

... supplemented with access to 300 direct shares, margin lending, rapid redemption services, broking support, and self managed super support. While the low touch stream also include many of the same features, they are distinguished by their ability, depending ...

SMSF adviser ordered to repay clients

The Australian and Securities Investments Commission (ASIC) has ordered a self-managed superannuation fund (SMSF) adviser to repay his clients a total of $77,000. In December last year, ASIC had obtained permanent injunctions to prevent Steven Preston ...

Hesta concerned women "hand over reins" in switch to self managed super

... services sector, (HESTA) has issued a research report on the risks associated with women choosing to opt for self managed super funds. Hesta, with more than 85 per cent of its 500,000 members being women, has highlighted what it believes to be are the ...

ASIC completes wind up of SMSF adviser

The Australian Securities and Investments Commission (ASIC) has completed a shut down of a self-managed superannuation adviser following earlier action taken by the regulator. Pitcher Partners has been appointed as the provisional liquidator for PFS ...

Disqualified super trustee upheld

The Administrative Appeals Tribunal (AAT) has upheld a decision by the Australian Prudential and Regulatory Authority (APRA) to disqualify John Preuss from acting as a superannuation trustee. AAT also agreed with the regulatory authority that it was ...

ASIC nabs planner and catches two directors

The Australian Securities and Investments Commission (ASIC) has brought fraud charges against a former National Australia Bank (NAB) adviser and two directors of a financial services company. Paul Drakos, an authorised representative of NAB lost a total ...

Mercer grows advisory team

Mercer Wealth Solutions has chosen Richard Carey to join its financial advisory team in the capacity of financial adviser and associate of the firm. Carey brings over 20 years finance industry experience to Mercer. He has held both domestic and international ...

ASIC releases super switching study results but FPA not satisfied

... fact that they are 'associated' in any way with industry funds, retail funds, or accountants giving advice on self managed super funds." ASIC's examination of the industry is set to continue as the regulator has just begun its shadow shopping survey ...

ASIC nabs SMSF adviser

The Australian Securities and Investments Commission (ASIC) has shut down a self-managed superannuation fund (SMSF) adviser from conducting any business relating to superannuation. This is the second SMSF shut down by the regulator since its superannuation ...