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Showing 331 - 340 of 1833 results for "Managed Super"

Wealth manager promotes from within

ALLY SELBY  |  THURSDAY, 30 JAN 2020
The Adelaide-based arm of an accounting and advisory firm has promoted a long-term staff member to managing principal. Ben Brazier will take over the reins as managing principal at Pitcher Partners Adelaide for 2020, after 23 years with the firm, 17 ...

Your Super, Your Choice debate heats up

ELIZABETH MCARTHUR  |  THURSDAY, 23 JAN 2020
... Australians into new funds they did not choose, creating problems for individuals such as those who have a self-managed super funds, made specific investment choices in their existing fund or have chosen insurance levels, effectively forcing these individuals ...

ASIC claims to support robo-advice

ELIZABETH MCARTHUR  |  FRIDAY, 10 JAN 2020
... models for robo-advice covering risk profiling and investment advice, superannuation strategies, life insurance, self-managed super fund establishment and holistic advice. "Different types of digital advice models face different challenges in meeting ...

SMSFA slams limited licensing

HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
The peak body for the self-managed super sector is calling for the end of limited licensing for professionals dealing with SMSFs. Outlining its 2020/21 Federal Budget submission today, the SMSF Association said limited licensing should be phased out ...

SMSF adviser hit with ban

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
ASIC has banned a self-managed super fund adviser from providing financial services for five years for failure to meet best interests obligations. Wayne Blazejczyk was investigated by ASIC when he was an authorised representative of Ballast Financial ...

ATO issue SMSF scam warning

ELIZABETH MCARTHUR  |  TUESDAY, 10 DEC 2019
The Australian Tax Office has issued a warning against promoters of illegal self-managed superannuation schemes. The ATO is reminding consumers that SMSF schemes promising to allow you to withdraw super early can be illegal. "You can only access your ...

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. ...