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Showing 171 - 180 of 2375 results for "SMSF"

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 ...

SMSF assets climb to $892bn

ANDREW MCKEAN  |  FRIDAY, 17 JUN 2022
... billion over a five-year period to the March 2022 quarter. Despite significant asset accumulation, the annual increase in total SMSF members was relatively sluggish at 3%. There are 605,469 SMSFs and 1.14 million members of SMSFs. The top asset types ...

Younger generations lead the SMSF surge: Vanguard

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
A Vanguard SMSF investor report has found that the newest cohort of trustees are younger, confident and more engaged with their superannuation. The report stated on an average basis, newly established SMSFs have continued to be set up by younger investors ...

Four join Payton Capital team

CHLOE WALKER  |  FRIDAY, 3 JUN 2022
... Claire Rogers. ​Ireland has been appointed investment director, responsible for building strong relationships with IFAs, SMSF investors and high-net-worth individuals. Over the last 18 years, Ireland has worked with organisations including Mercer ...

Stephen Jones confirmed as financial services minister

CASSANDRA BALDINI  |  WEDNESDAY, 1 JUN 2022
... with minister Jones on this and other issues in the past and we look forward to working further with the new government." SMSF Association chief executive John Maroney also welcomed the new minister, flagging that Jones had previously said Labor would ...