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Showing 351 - 360 of 1807 results for "Managed Super"

Former Millennium3 adviser banned

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 APR 2019
... understated the costs associated with implementation of his advice, particularly costs associated with running a self-managed super fund (SMSF). The ASIC surveillance revealed that the true costs of running the recommended SMSFs were significantly higher ...

Clime taps retail market

KARREN VERGARA  |  THURSDAY, 11 APR 2019
... chief executive Rod Bristow said: "It's becoming quite evident that self-directed investors, and especially self-managed super fund (SMSF) trustees, want ease of access to professional investment managers, and that is what the OpenInvest platform ...

Financial advice in 2030: What does it look like?

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2019
... WealthDigital believes. "Those fund managers providing active investment strategies will target direct investment and self-managed super funds. Insurers will be forced to look to new technologies and avenues to distribute their products with adviser-intermediated ...

SMSFs outshine industry funds for large balances

KARREN VERGARA  |  TUESDAY, 9 APR 2019
Industry superannuation fund satisfaction outranks retail funds in all categories, but failed to beat self-managed super funds when it comes to larger balances. This is according to Roy Morgan's latest Superannuation Satisfaction Report which found ...

New SMSF admin platform launches

KARREN VERGARA  |  TUESDAY, 9 APR 2019
... software Cashbook. Rainmaker analysis of APRA data shows total net flows between APRA-regulated super funds and self-managed super funds has steadily decreased over the last three years. In 2016, $8.1 billion made its way into the SMSF sector, followed ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... the new role in mid-April. Lara Bourguignon will become chief executive of SuperConcepts, heading AMP's self-managed super fund administration business. She replaces Natasha Fenech who left the business in March. Bourguignon was most recently heading ...

In a nutshell: Federal Budget 2019

JAMIE WILLIAMSON  |  TUESDAY, 2 APR 2019
... Complaints Tribunal matters and $0.1 million to explore the viability creating a Superannuation Consumer Advocate. Self-managed super fund members will also benefit from changes to the way exempt current pension income is calculated, allowing those with ...

AMP board member retires

ELIZABETH MCARTHUR  |  TUESDAY, 26 MAR 2019
AMP has announced the retirement of a board member ahead of its annual general meeting. Geoff Roberts will retire from the AMP board at the conclusion of the AGM on May 2. Roberts has served on the board since July 2016 and has been chair of the audit ...

BGL announces new integrations

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
... Smarter SMSF documents from within their BGL software. Smarter SMSF delivers training and documents within the self-managed super fund industry. Clients of Smarter SMSF generally include professionals working with trustees including accountants and financial ...

Former adviser cops 10-year prison sentence

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2019
A former financial adviser has been jailed for 10 years for using more than $6 million in client funds for his own purposes. Gabriel Nakhl was found guilty of engaging in dishonest conduct and sentenced to 10 years' imprisonment by the District ...