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Showing 241 - 250 of 2378 results for "SMSF"

Former adviser banned after super theft

JAMIE WILLIAMSON  |  FRIDAY, 17 SEP 2021
... adviser and sole director of QWL Pty Ltd in Sydney, Hopkins was found to have made 167 unauthorised transactions, impacting 13 SMSF clients, and to the tune of $2.93 million; used those funds for personal purposes; and made false representations to third ...

ASIC provides licensing update

ELIZABETH MCARTHUR  |  THURSDAY, 16 SEP 2021
... was refused, 563 licences were cancelled and 23 suspended. ASIC also approved the registration of 96 company auditors, 59 SMSF auditors and registered 31 liquidators approved by the liquidator registration committee. In the same period, 29 professional ...

Auditor referral threshold test troubling: SMSFA

ANNABELLE DICKSON  |  MONDAY, 13 SEP 2021
The SMSF Association is concerned that the introduction of a 20% threshold for auditor referral fees does not address at what point in time the threshold test must be considered or applied. The Accounting Professional & Ethical Standards Board introduced ...

HESTA hires growth executive

JAMIE WILLIAMSON  |  THURSDAY, 9 SEP 2021
... thereafter. Before leaving in 2017, he served as managing director, Charter Financial Planning, ipac Financial Planning, Jigsaw and SMSF Advice. Mitchell-Adams joins the HESTA leadership team as it implements its three-year strategy. "Tim brings a strong ...

SMSF establishments soar

ANNABELLE DICKSON  |  MONDAY, 6 SEP 2021
... 21,723 establishments and 15,856 windups of SMSFs. The total estimated assets of SMSFs are just over $822 billion with 28% of SMSF assets held in listed shares and 18% in cash and term deposits. Meanwhile, the gender gap of SMSF members is narrowing ...

ETF use grows in SMSFs

ANNABELLE DICKSON  |  THURSDAY, 2 SEP 2021
... is on a steady rise, almost matching the proportion invested in managed funds. The latest Class Annual Benchmark Report: SMSF Resilience in a time of constant change revealed that 5.5% more SMSFs are invested in ETFs than two years ago. Over the last ...

Crypto platform hires former Spaceship growth lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 SEP 2021
... fintech brands into household names through clever and extremely effective marketing efforts." Bamboo is looking to launch an SMSF product soon and is currently in the final stages of series A funding.

Lockdowns see uptick in advice seekers

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... access to discrete and effective support even more important." The Financial Planning Association of Australia (FPA) and SMSF Association are both network members of The Separation Guide, as is the Financial Services Institute of Australia.

Former adviser hit with criminal charges

KARREN VERGARA  |  MONDAY, 30 AUG 2021
... during his time at Sentinel. ASIC alleges Toledo breached the existing banning order by providing financial advice to an SMSF to invest in Premier Realty Group (PRG) and arranged the sale of a financial product (70,000 shares in PRG for $70,000) to the ...

Stockspot hires from Vanguard

KANIKA SOOD  |  WEDNESDAY, 25 AUG 2021
The robo-advice business has appointed a head of superannuation and partnerships, hiring from Vanguard. Enid Lal started in the newly created role on August 16. She will lead product initiatives to support Stockspot's direct clients including SMSFs ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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