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Showing 1811 - 1820 of 1833 results for "Managed Super"

ASIC bans unlicensed advisers

The Australian Securities and Investments Commission (ASIC) has stepped up its campaign against illegal early access to super by obtaining permanent injunctions to prevent Manito Pty Ltd and Steven Preston from providing unlicensed superannuation advice. ...

New accreditation standards for self managed super industry

The $130 million self-managed super funds industry is to receive a new accreditation program from its representative body the Self Managed Super Fund Professionals' Association of Australia (SPAA). In response to the ATO's stringent approach to self ...

ATO cracks down on SMSFs

The Australian Taxation Office (ATO) has served notice it will be taking a hard line against non-complying self-managed superannuation funds (SMSFs) and is in the process of formulating a three-step process to help determine which SMSFs to audit. As ...

Tribeca expands into SMSF education

Education provider Tribeca is set to acquire the Strategist Group, a provider of training and compliance services in the SMSF sector. The deal follows Tribeca's recent acquisition of Webb Martin, a supplier of tax training to the accounting sector. ...

Westpoint offers 11 per cent return

Westpoint Management (Westpoint) has announced a special offer regarding the Westpoint Income Fund where investments of $10,000 or more over a fixed three-year term will earn 11 per cent per annum net of all fees. The Westpoint Income Fund was launched ...

ASIC halts illegal early release super schemes

The Federal Court has issued permanent injunctions against Nigel McRae, also known as Ross McKenzie, and Stephen Evans for their involvement in illegal schemes arranging the early release of over $3.5 million in Australian superannuation benefits accumulated ...

Embezzlement more common but scams hurt most; report

... emerging issues which may give rise to greater instances of fraud in the future, including in areas around self-managed super funds, e-commerce, platform fraud, registered scams and use of faxes.

ATO to crack down on DIY super

... deliberately avoid meeting their legal obligations," he said. "The booklet sets out our approach to administering self managed super funds and highlights our preference for helping people to follow the rules," Carmody said.

ATO targets retiree strategy

AAP | WEDNESDAY, 14 JUL 2004

The Australian Tax Office (ATO) is reportedly scrutinising a popular investment strategy in a move which could result in hefty tax bills for thousands of retirees. The ATO is concerned that people on the brink of retirement are withdrawing superannuation ...

Opportunities under new super regime: BT

... effect as of yesterday will affect changes across the spectrum of defined benefit and accumulation plan members, self managed super investors, low and high income earners and anyone planning to retire in the new financial year, BT Financial Group said ...

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Blackwattle takes over Quest Asset Partners

KARREN VERGARA

Blackwattle Investment Partners has swallowed up Australian equities manager Quest Asset Partners for an undisclosed sum.

Funds SA poaches Vision Super risk specialist

MATTHEW WAI

Funds SA will welcome a Vision Super executive to replace executive director, governance and strategy Tony Burrill, as he prepares for retirement following a seven-year tenure at the company.

Regal flags muted second-half performance fees

VINNY VUCAGO

Regal Partners expects to recognise at least $122.7 million in fund performance fee revenue for calendar 2026, with market volatility and weaker investment performance limiting the prospect of further material fees in the second half.

Insignia chief draws 'hard line' on NCAs giving retirement advice

RIDDHIMA TALWANI

Insignia Financial chief executive Scott Hartley said he draws a hard line when it come to the new class of advisers (NCAs) giving retirement advice.

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Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Fiona Macgregor

GROUP CHIEF EXECUTIVE AND MANAGING DIRECTOR
TAL LIMITED

Fiona Macgregor has risen through the ranks at TAL, taking the top job in 2024, but her life was touched by the insurance sector long before her tenure with the life insurer began. Eliza Bavin writes.

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