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Showing 271 - 280 of 1819 results for "Managed Super"

Vale Martin Heffron

ELIZABETH MCARTHUR  |  TUESDAY, 15 DEC 2020
Martin Heffron, one of the most respected experts in Australia's self-managed superannuation sector, has passed away suddenly after a brief illness. Heffron, the business that he co-founded with his wife Meg in 1998, sent a note to clients on 11 ...

SMSFs dump $30bn in shares

ANNABELLE DICKSON  |  FRIDAY, 11 DEC 2020
Self-managed superannuation funds have not been spared by the market impact of COVID-19, with members dumping their allocation to listed shares over the past year, new data shows. The Australian Taxation Office quarterly statistical report for September ...

Super satisfaction bounces back

ANNABELLE DICKSON  |  THURSDAY, 10 DEC 2020
Member satisfaction with superannuation funds has increased across all sectors for the first time since the pandemic, new research shows. Roy Morgan's latest Superannuation Satisfaction Report reveals overall superannuation satisfaction increased 0.6% ...

SMSF fraudster sentenced

ELIZABETH MCARTHUR  |  FRIDAY, 27 NOV 2020
Craig Gore was sentenced to five years' imprisonment with a non-parole period of two years on six counts of fraud involving $345,000. Gore was initially arrested on 14 April 2017 after being charged with fraud relating to obtaining funds from self-managed ...

SMSFs are cost-effective, deliver for members

KARREN VERGARA  |  MONDAY, 23 NOV 2020
New research suggests that self-managed super funds are giving retail and industry funds a run for their money in terms of fees and returns. Joint research by the SMSF Association and Rice Warner found SMSFs with $200,000 or more are cost competitive ...

Former adviser pleads guilty to stealing client funds

ELIZA BAVIN  |  WEDNESDAY, 18 NOV 2020
A former financial adviser has pleaded guilty to misappropriating $2.9 million of client funds by transferring the money to his own accounts for personal use. Ross Hopkins from NSW, appeared at the Downing Centre Local Court, where he pleaded guilty ...

Fintech to take on super with new hire

ELIZA BAVIN  |  MONDAY, 16 NOV 2020
... its plans to take on the super industry to give younger investors a simple, low cost way to have their own self-managed super fund (SMSF), by announcing a new executive hire. Stake announced the appointment of Kris Kitto as head of product - super, a ...

AAT affirms SMSF adviser ban

JAMIE WILLIAMSON  |  WEDNESDAY, 11 NOV 2020
... years after he was found to have failed to act in the best interests of clients by recommending they establish self-managed super funds despite having low balances and the ongoing costs being greater than those of their existing funds. He was also found ...

WA Super provides merger update

JAMIE WILLIAMSON  |  MONDAY, 2 NOV 2020
WA Super has updated members on its planned merger with Aware Super, confirming its solutions will transfer on December 3. Members of WA Super have been notified their membership with Aware Super will commence from December 4, with their accounts to ...

Fresh fundies outperform

ALLY SELBY  |  THURSDAY, 15 OCT 2020
... turnover strategy than most; we will turn over the full portfolio every 30 to 45 days," he explains. "For a self-managed super fund taxed at a marginal rate of 15%, they are likely to be less concerned by this high turnover approach, so our ability to ...