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Showing 241 - 250 of 1833 results for "Managed Super"

Citi scores custody mandate

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... most innovative ETF managers." "ETF ownership has evolved in recent years, broadening beyond the retail and self-managed super fund segment to include increased participation by institutional clients, and greater ownership through self-managed accounts ...

ASIC shuts down unlicensed investment scheme

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
An unlicensed financial services firm that allegedly misappropriated $5.7 million from self-managed superannuation fund members is in the process of being shut down by ASIC. ASIC obtained interim orders and injunctions from the Queensland Federal Court ...

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... The high-net-worth firm was established in 2012. As well as family group advice, Hillross Montefiore provides self-managed super fund, estate planning, retirement, and small business advice. Montefiore said the unique opportunity to combine an established ...

AMG Super launches platform, product

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... distribution and partnerships Terry Constable said the Acclaim Super & Pension is a viable alternative to a self-managed super fund that delivers the same investment flexibility without the administrative burden. AMG chief executive Alan Hegerty said ...

Superhero raise takes it across the ditch

KARREN VERGARA  |  TUESDAY, 26 OCT 2021
... Superhero Super, which gives members control over their superannuation investments without the need to establish a self-managed super fund.

SMSFs welcome RIC exemption

KARREN VERGARA  |  WEDNESDAY, 29 SEP 2021
The federal government sparing self-managed superannuation funds from the looming Retirement Income Covenant legislation has been welcomed by the sector. In response to the release of the Retirement Income Covenant exposure draft legislation, SMSF Association ...

Why advisers must understand Retirement Income Covenant

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... client] that you are very likely to not run out of money." Cooper explained that because all super funds, even self-managed super funds, will need to have a retirement income strategy that complies with the Retirement Income Covenant, advisers will have ...

New super fund prepares for launch

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... challenging and there is a truism in the market that for most people, 'there is nothing self-managed about a self-managed super fund'." He added that Tomorrow Super offers many SMSF attributes but aims to do so at a lower cost. "We believe that by offering ...

Adviser ETF take-up continues

KARREN VERGARA  |  MONDAY, 13 SEP 2021
An overwhelming number of financial advisers are recommending exchange-traded funds to clients in place of active management strategies, according to a VanEck survey. After canvassing 547 financial advisers, VanEck's 2021 Australian Smart Beta Survey ...

SMSF establishments soar

ANNABELLE DICKSON  |  MONDAY, 6 SEP 2021
The popularity of self-managed superannuation funds (SMSFs) is on the rise with increased establishments and fewer wind ups in the year to June end, data from the ATO shows. There are currently 597,900 SMSFs with 1.1 million members. Throughout the ...