Search Results | Showing 171 - 180 of 2375 results for "SMSF" |
| | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
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