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Showing 381 - 390 of 1807 results for "Managed Super"

Minimum SMSF balance misleading: SuperConcepts

JAMIE WILLIAMSON  |  MONDAY, 14 JAN 2019
The Productivity Commission's proposed minimum balance for self-managed superannuation funds (SMSFs) is "way off", according to SuperConcepts. Despite it being half the balance the commission recommended in its interim report, SuperConcepts believes ...

OneVue offloads trustee business

KARREN VERGARA  |  THURSDAY, 20 DEC 2018
OneVue Holdings is selling its trustee services business to Sargon Capital for $45 million. The trustee services business comprises Diversa subsidiaries Diversa Trustees and CCSL. OneVue acquired the entire Diversa business in 2016 for $49.8 million ...

ASIC cans advice business AFSL

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
A boutique financial advice business has had its AFSL cancelled for failing to adequately manage conflicts of interest after clients were advised to invest their superannuation in the practice. ASIC has cancelled the AFSL of Evermore Money Management ...

Advice associations combine for code monitoring

DARREN SNYDER  |  TUESDAY, 18 DEC 2018
... Financial Advisers (AFA); Boutique Financial Planners (BFP); Financial Services Institute of Australasia (FINSIA); Self-Managed Super Fund Association (SMSF Association); and Stockbrokers and Financial Advisers Association (SAFAA). FPA chief executive ...

Advisers failing to submit SMSF returns

DARREN SNYDER  |  TUESDAY, 11 DEC 2018
More than 2700 tax practitioners, who are also trustees of their self-managed superannuation fund, have outstanding SMSF annual returns. This latest figure comes from the Tax Practitioners Board as it launches a new compliance strategy. The TPB is calling ...

SMSF investment platform begins, announces senior hire

DARREN SNYDER  |  WEDNESDAY, 28 NOV 2018
The outgoing chief executive at the Australian arm of an $800 billion global asset manager is joining the board of a newly-launched SMSF investment platform in 2019. Joining OpenInvest as a non-executive director in the New Year is current Schroders ...

Advice group rebuilds following regulatory headwinds

DARREN SNYDER  |  MONDAY, 26 NOV 2018
A financial advice group specialising in self-managed superannuation funds and residential property investment acknowledged it's hurt from recent regulatory burdens. However, there are opportunities afoot for the ASX-listed business, including an entry ...

Fund manager launches HNW advice

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... advice for HNW and sophisticated investor clients within its subsidiary Clime Private Wealth. It also works with self-managed super funds, companies, charities and institutions. In January, Clime appointed Maria Greensill as the head of Clime Private ...

ETFs: Buy strategy not structure

DARREN SNYDER  |  THURSDAY, 15 NOV 2018
The managing director at a Sydney-based global equities manager accepts the seismic and long-term shift of investor money to exchange-traded funds, but said one core element is often forgotten in this development. Antipodes Partners managing director ...

FPA fines Henderson $50k

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
The Financial Planning Association of Australia slapped a $50,000 fine on former member Sam Henderson for breaching its professional code of conduct nine times. The FPA's independent disciplinary body, the Conduct Review Commission (CRC), determined ...