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Showing 161 - 170 of 2369 results for "SMSF"

Findex promotes new regional partners

CHLOE WALKER  |  WEDNESDAY, 6 JUL 2022
... Ellis, Simon McGuirk, Voitek Biskup and Wayne Higgins. Sally McPherson was also promoted to associate partner within the SMSF division. "Findex employs almost 3000 people throughout Australia and New Zealand with over 100 offices - many in regional areas ...

ETF Securities launches fixed income options

CHLOE WALKER  |  TUESDAY, 5 JUL 2022
ETF Securities is expanding its product range with the launch of a US Treasury Bond fund and a USD high-yield corporate bond fund. The new funds are the ETFS US Treasury Bond ETF and ETFS USD High Yield Bond ETF (both currency hedged). ETF Securities ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
... 3605 advisers became inactive. In the same 12-month period, only 546 new advisers were registered. In the last six months, SMSF Advisers Network lost the most advisers for any AFSL at 285. It's also lost the most advisers in the last 12 months, shedding ...

July 1 super changes: Are you ready?

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
As we celebrate the 30th birthday of the Superannuation Guarantee, the new financial year brings with it plenty of changes to super. Here's what you need to know. From tomorrow, significant changes to superannuation and its surrounding legislation ...

SMSF client education a concern: Report

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
SMSF advisers are calling for more educational content as concerns around client education mount, according to a new report. Investment Trends' 2022 SMSF Adviser and Accountant Report shows advisers want more educational content to assist them in servicing ...

Squirrel Super to pay over false property claims

JAMIE WILLIAMSON  |  TUESDAY, 21 JUN 2022
... launched, Squirrel Super will pay $55,000 for claims made in marketing materials about investing in residential property. The SMSF administrator was found by the Federal Court to have distributed a brochure that featured false and misleading representations ...

Advice requirements confusing, complex: JAWG

ANDREW MCKEAN  |  TUESDAY, 21 JUN 2022
... Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Financial Services Council, SMSF Association and The Advisers Association among others. As a group, the Joint Associations Working Group represents more ...

Former adviser wins appeal, convictions quashed

JAMIE WILLIAMSON  |  MONDAY, 20 JUN 2022
A former adviser who was found guilty of fraud and sentenced to 12 years in prison in 2019 will have his case retried, having successfully argued there was a miscarriage of justice. Ben Jayaweera was a financial adviser and director of now-defunct Growth ...

Barred adviser breaches ASIC order

ANDREW MCKEAN  |  MONDAY, 20 JUN 2022
... seven years after ASIC found he had failed to act in the best interests of his clients when advising them to establish a SMSF to purchase properties. At the time, ASIC alleged Toledo failed to provide advice that was appropriate to clients and said he ...

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
... management group, founded 71 years ago, provides a range of services including stockbroking, financial planning including SMSF, funds management, investment banking, and portfolio service. Its head of private wealth George Deva said the launch is a commitment ...