Search Results | Showing 331 - 340 of 2553 results for "SMSF" |
| | | Dixon Advisory will pay $7.2 million for providing inappropriate advice and not meeting client best interests obligations. The Federal Court found that six Dixon Advisory representatives did not act in the best interests of eight clients on 53 occasions. ... |
| | | | ... is something for everyone within the profession, whether you're a principal, a paraplanner, an aged care specialist or an SMSF adviser." FPA and AFA members are encouraged to register to the event before September 30. Financial Standard is the official ... |
| | | | ... association with Interprac as the initial national practice manager, before moving to the NTAA and helping establish the SMSF Advisers Network AFSL, sees him come to Sequoia with a good feel already for our business. "Knowing the quality of Phil's ... |
| | | | ... joint roadshow he worked on in July with the Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, MDRT and XY Adviser. Building on this, Stubbings will facilitate other industry collaborations to build momentum ... |
| | | | The SMSF Association is urging Canberra to address legacy pensions and extend the temporary absence rule for non-residents in its first budget. In the Associations submissions, chief executive John Maroney highlighted several key measures that remain ... |
| | | | ... the financial advice space, we're the second largest," he said. "You then go to other groups and accounting bodies, the SMSF Association is there as well. Following that, there are some really small associations." Some industry feedback suggests ... |
| | | | ... totalling $24.7 million. On the above data, ASIC noted that the term 'customers' broadly refers to individuals, couples and SMSF trustees. It also said some customers may have been double counted as they may have been involved in more than one remediation ... |
| | | | ... products and solutions that enhance value for existing and new customers, whilst increasing market share and growing the SMSF market. HUB24's platform market share rose from 3.9% to 5.1% (a 31% increase). The company's organic growth reached record levels ... |
| | | | ... EQT's primary focus is the trustee services division. Platform Services comprise AET's self-managed super funds (SMSF) and portfolio management services (PMS), which EQT intends to exit. EQT intends to retain the client management and trustee ... |
| | | | According to Class's 2022 Annual Benchmark Report, female SMSF balances are rising faster than males and most new SMSFs are being established by millennials. Over the past three years, millennials have become the largest cohort of all the age groups ... |
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