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Showing 331 - 340 of 2553 results for "SMSF"

Dixon Advisory pays $7m for poor advice

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2022
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. ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
... 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 ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... 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 ...

iExtend adds lead alliances role

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
... 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 ...

SMSFA calls for budget amendments

CASSANDRA BALDINI  |  WEDNESDAY, 7 SEP 2022
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 time is right: AFA chief

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
... 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 ...

Remediation bills revealed amid call for levy freeze extension

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2022
... 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 ...

HUB24 delivers record profit, growth

ANDREW MCKEAN  |  TUESDAY, 23 AUG 2022
... 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 ...

Equity Trustees confirms AET acquisition

CASSANDRA BALDINI  |  MONDAY, 22 AUG 2022
... 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 ...

Females, millennials lead the way in SMSFs: Class

CHLOE WALKER  |  WEDNESDAY, 17 AUG 2022
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 ...