Search Results | Showing 11 - 20 of 1694 results for "Managed Super" |
| | | Uncertain market conditions in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed ... |
| | | | Fifteen self-managed super fund (SMSF) auditors have been reprimanded for performing in-house audits. The Australian Taxation Office (ATO) referred 15 SMSF auditors to ASIC following a review of files from audit firms. ASIC said it had concerns that ... |
| | | | ASIC has succeeded in its case against RM Capital, which the court found failed to take reasonable steps to prevent its authorised representative accepting conflicted remuneration. On the February 29, the Federal Court found that RM Capital's authorised ... |
| | | | ... enhanced its WealthConnect platform, introducing the capability to model interactive superannuation, pension, and self-managed super fund (SMSF) strategies. In May 2023, GBST acquired WealthConnect from Creativemass, a financial software provider that ... |
| | | | ... batch of similar cases. Melbourne-based law firm Mackay Chapman said that there are approximately 2550 DASS self-managed super fund (SMSF) clients who have not yet lodged a complaint and have until at least 8 April 2024 to do so. "They have 'at least' ... |
| | | | ... regulator show that APRA-regulated assets dominate the pool, growing 12% to $2.6 trillion year on year. The self-managed super fund (SMSF) sector trailed behind, rising 7% to $913.7 billion. Industry funds' assets under management (AUM) of $1.3 trillion ... |
| | | | ... example, he asked advisers when was the last time they read the trustee declaration clients sign as a trustee of a self-managed super fund (SMSF)? "What it does is it highlights to the client issues about the SMSF itself and about their responsibility. ... |
| | | | Former financial adviser Shivdeep Jaidka is under ASIC scrutiny; the corporate regulator has accepted a court-enforceable undertaking from him. After reviewing the financial services provided by Jaidka, ASIC found he failed to adhere to s961B and s961G ... |
| | | | ... choice, informed options, and the advice and adviser network to deliver the very best outcomes in retirement. Self-managed super funds are an integral part of that choice," he said. "Self-managed super was a key component of the original practice legislated ... |
| | | | ... the illegal early access relates to individuals who are entering the system with no genuine intent to run a self-managed super fund. Between 2019 and 2020, some $381 million of super was illegally accessed. For the 2020-21 period, SMSFs lost about $255 ... |
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