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Showing 251 - 260 of 1833 results for "Managed Super"

ETF use grows in SMSFs

ANNABELLE DICKSON  |  THURSDAY, 2 SEP 2021
The take-up of exchange traded funds (ETFS) in self-managed superannuation funds (SMSFs) 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 ...

Former adviser hit with criminal charges

KARREN VERGARA  |  MONDAY, 30 AUG 2021
After breaching his ASIC banning order, a former financial adviser is facing criminal charges. Lawrence Toledo, who is a former representative of Sentinel Private Wealth, has been charged with breaching a financial services banning order on three occasions ...

Superannuation assets hit $3.3tn

KANIKA SOOD  |  WEDNESDAY, 25 AUG 2021
Australia's total superannuation assets ended June 2021 with $3.3 trillion, 14.7% higher than a year ago. Of this, $2.26 trillion are APRA-regulated, up 17.2% from previous years, according to June-end superannuation statistics released by APRA ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... solutions for advisers and accountants; online brokerage; and clearing and settlements services. As for its self-managed super fund administration offering, Crole said with about 10,000 accounting firms operating in Australia, Sequoia holds about 25% ...

ASIC takes property development group to court

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
ASIC is investigating the owners of a Perth-based property development firm who gave unlicensed financial advice. Monica Kaur, Melvin Paul Singh, Sadu Singh and Stephanie Lee, who operate MKS Property Investments/Developments and Paradise Property Group ...

Super ASX dominance trends down: Research

JAMIE WILLIAMSON  |  TUESDAY, 10 AUG 2021
... 31, they held 37%. This is split across not-for-profit funds (13%), retail funds (9%) and smaller funds or self-managed super funds (15%). Rainmaker executive director of research Alex Dunnin said the change in direction is down to NFP super funds - ...

SMSF fraudster loses appeal

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
The Queensland Court of Appeal has dismissed an appeal by former property developer Craig Gore who was found guilty of defrauding self-managed superannuation fund investors. In November 2020, Gore was sentenced to five years' imprisonment with a ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
Self-managed superannuation fund trustees are the latest target market for financial services platform Raiz. Raiz Invest is now open to SMSFs. It charges a fee of 0.275% per annum for balances over $15,000 ($20,000 for the Custom Portfolio offer) which ...

Perks looks within for directors

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
... recognition of her outstanding professionalism and expertise," Roderick said. "As the leader of our team of self-managed super specialists, Kerry's efforts have been integral to the growth of our expertise in this complex area and her elevation to ...

ASIC disqualifies SMSF auditor

ANNABELLE DICKSON  |  WEDNESDAY, 30 JUN 2021
The corporate regulator has disqualified a self-managed superannuation fund (SMSF) auditor for breaching independence and auditing standards. ASIC found that Gordon Victor Shrubsole from Miranda, New South Wales lacked independence during the process ...