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| | | Class - the SMSF administration technology firm owned by HUB24 - has appointed Kate Anderson as general manager of operations. Anderson joins from Centrepoint Alliance, where she served as group executive, advice services and solutions. Here, she oversaw ... |
| | | | ... recommending that clients roll over their existing superannuation to a newly established self-managed superannuation fund (SMSF) and borrow to invest in residential property. "The investigation has progressed and we are currently finalising the mediation ... |
| | | | ... plan, with communications to be sent to advisers and clients shortly. Under the agreement, SuperConcepts can receive referred SMSF and platform management services clients from EQT, which acquired AET from Insignia Financial last year. It will also provide ... |
| | | | ... Notably, MySuper products constituted $996 billion of APRA-regulated assets, growing 13% from prior corresponding period. SMSF assets saw a 3.9% increase, standing at $876.4 billion. Meanwhile, exempt public sector superannuation schemes assets rose ... |
| | | | ... business strategy and the ability to motivate teams." "Stake is already breaking barriers for investors via our ASX, Wall St and SMSF products, and with Jon on board, we are perfectly positioned to expand well into the future," Leibowitz added. According ... |
| | | | ... pleaded guilty to misconduct charges after he encouraged investors to move their super into a self-managed superannuation fund (SMSF) to lend those funds to his two companies. Naseeruddin admitted guilt to two charges of dishonest conduct and two charges ... |
| | | | ASIC is suing the operator of several unregistered managed investment schemes that, among other investors, targeted SMSF members. Sasha Hopkins, director of The A Team Property Group, is facing civil action for alleged unlicensed conduct and running ... |
| | | | ASIC has cracked down on eight self-managed superannuation fund (SMSF) auditors for breaches of their obligations. Specifically, the regulator has disqualified five SMSF auditors and imposed additional conditions on three SMSF auditors for failing to ... |
| | | | ... wealth management firm Bruce Edmunds & Associates. Bruce Edmunds & Associates offers accounting, tax, financial planning, SMSF and estate planning services. According to Count chief executive Hugh Humphrey, the transaction is reflective of Count's "disciplined ... |
| | | | ... Taxation Office found that on average SMSFs earned $27,266 in income in the 2020-21 financial year. Investment Trends' SMSF Adviser Report found that new policy proposals, including indexation of the transfer balance cap and the $3 million cap present ... |
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