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Showing 331 - 340 of 1807 results for "Managed Super"

ATO clarifies SMSF death benefit income streams

KARREN VERGARA  |  MONDAY, 22 JUL 2019
The Australian Tax Office has released a new explanatory note on death benefit income streams, which a self-managed superannuation fund specialist has labelled as "confusing". The ATO said SMSFs recently raised a number of questions around the interaction ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
The demand for self-managed superannuation fund advice has stagnated over the last decade, while overall satisfaction with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report ...

Former financial adviser jailed

ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
A former financial adviser who used $5 million in client funds to prop up his own business, pay off his credit cards and gamble has been jailed. James Gibbs was convicted of theft and dishonesty offences committed when he was director of James Gibbs ...

Class expands executive line-up

HARRISON WORLEY  |  THURSDAY, 4 JUL 2019
Self-managed super administrator Class made a raft of additions to its executive leadership. In a quarterly update to the ASX today, Class revealed it made three senior appointments to fill its executive leadership team, enabling the firm to formulate ...

MySuper eyes SMSF stronghold

KARREN VERGARA  |  THURSDAY, 27 JUN 2019
MySuper could soon surpass self-managed super funds as the preferred retirement savings vehicle for Australians, a new Rainmaker report shows. Using the latest APRA data, Rainmaker's MySuper Report found the MySuper asset pool hit $713 billion at ...

FASEA approves association designations

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
Financial advisers who have completed a designation with the Association of Financial Advisers or the SMSF Association will have their efforts recognised by the Financial Adviser Standards and Ethics Authority. The Financial Adviser Standards and Ethics ...

Hostplus makes bid for SMSF money

KANIKA SOOD  |  WEDNESDAY, 19 JUN 2019
The $43 billion fund is hoping to woo self-managed superannuation fund investors with new options geared at them. SMSF investors will have access to six of Hostplus' 23 investment options, including its flagship balanced option and the low-cost ...

ASIC chases licensee over conflicted remuneration

HARRISON WORLEY  |  THURSDAY, 13 JUN 2019
... occasions in accepting referral benefits from a real estate agent who sold property to the firm's clients via self-managed super funds established under its guidance. Beginning civil penalty proceedings in the Federal Court yesterday, ASIC alleged The ...

New leadership at SuperConcepts

ELIZABETH MCARTHUR  |  FRIDAY, 7 JUN 2019
SuperConcepts has expanded its leadership team with the creation of two new general manager roles. Annette Sheppard will become general manager of growth and Yasmin Omar-Meer has been appointed general manager of strategy, product and price. Sheppard's ...

PYSP puts SMSFs at risk

HARRISON WORLEY  |  THURSDAY, 6 JUN 2019
As July 1 approaches, some self-managed superannuation fund members are scrambling to ensure life insurance policies held through an APRA-regulated fund aren't suddenly cancelled. With the Government's Protecting Your Super Package about to kick in ...