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Showing 311 - 320 of 1807 results for "Managed Super"

ASIC takes action against former AMP adviser

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
... backgrounds. The corporate regulator alleges investors were pushed to roll their superannuation savings into new self-managed super funds, before investing in the scheme through a loan. ASIC's allegations claim Mohammed and related parties - Mahek Mustafa ...

BetaShares to list new diversified ETFs

ELIZA BAVIN  |  TUESDAY, 26 NOV 2019
... solution that is simple to use and low cost so they can start investing for their children, and more sophisticated self-managed super fund investors who are looking for a low-cost solution for the core of their portfolios," Vynokur said. BetaShares said ...

New career move for ex-SuperConcepts head

ELIZABETH MCARTHUR  |  THURSDAY, 14 NOV 2019
The former general manager - business development of SuperConcepts has stepped into a new role. Stephen Doulgeridis has joined Superannuation Advisers Australia (SuperAA) as general manager, in a move designed to bolster leadership within the firm. ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
A former Apogee Financial Planning adviser has been handed a four-year ban for failing to provide appropriate advice. Meanwhile, a former GPS Wealth representative has been banned for three years for similar misconduct involving insurance products. ...

SMSF scheme sees creator jailed

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
A 51-year-old was found to have unlawfully created, operated and benefitted from a fraudulent self-managed superannuation fund. Kent Nguyen was sentence to three years in prison after pleading guilty to orchestrating an illegal early release of a superannuation ...

SMSFs can meet aspirational lifestyle: Research

HARRISON WORLEY  |  TUESDAY, 22 OCT 2019
Latest research shows a significant proportion of Australians with self-managed super funds are set to retire with enough savings to fund lavish retirement lifestyles. SMSF actuarial certificate supplier Accurium claims many retirees with self-managed ...

Former adviser cops 12 years in jail

HARRISON WORLEY  |  FRIDAY, 18 OCT 2019
A former Brisbane financial adviser will serve at least six years behind bars, after being found guilty of six charges of dishonestly causing detriment to clients to the tune of $5.9 million. After a three-week trial, former Growth Plus Financial Group ...

ASIC nudges robo-adviser to shutter

ELIZABETH MCARTHUR  |  FRIDAY, 18 OCT 2019
... tax and investment and superannuation recommendations. Plenty Plus provided advice on the establishment of self-managed super funds, purchasing property with super, commencing and ceasing pensions and contributions into super. ASIC raised concerns with ...

ASIC drags former adviser to court

HARRISON WORLEY  |  THURSDAY, 17 OCT 2019
... payments to other clients as dividend payments. All told, seven clients made 12 investments - including through self-managed super funds - to CFS totaling $1.865 million. The court adjourned the matter until December 17, when it will then be mentioned ...

Code monitoring move disappoints industry

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... FPA in conjunction with the Boutique Financial Planners, the Financial Services Institute of Australasia, the Self-Managed Super Fund Association and the SAFAA. Brad Fox, former chief executive of the AFA and current managing director of SmartBrave Consulting ...