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Showing 21 - 30 of 98 results for "SMSF clients"

Queensland adviser barred from industry

ALLY SELBY | WEDNESDAY, 26 FEB 2020

... permanently banned and an AFS licence canned, after the corporate watchdog found he had procured loans for his own use from SMSF clients. ASIC has banned William John Henry Houwing, also known as Jack Houwing, from providing financial services and have ...

Planners heed SMSF risk warning

JAMIE WILLIAMSON | FRIDAY, 29 NOV 2019

Are you effectively communicating the importance of diversification to your SMSF clients? Delegates have been warned how to avoid triggering the ATOs radar. Aaron Dunn, who is the chief executive of Smarter SMSF, has provided an update on SMSF regulation ...

How it can all go wrong

KANIKA SOOD | THURSDAY, 28 NOV 2019

... wishes he'd done differently. In July last year, Cribb was banned for providing inadequate financial advice to his SMSF clients. A year on and with the benefit of hindsight, Cribb says he would definitely not advise clients with less than $200,000 ...

Advisers struggle with untapped SMSF market

KARREN VERGARA | FRIDAY, 12 JUL 2019

... intermediary Rebecca Pope said this year's report showed the ongoing challenge for advisers to find and retain new SMSF clients. For years, the research has highlighted the areas of unmet advice for SMSF trustees, she said. Pension strategies, estate ...

Boutique fund manager rebrands

ELIZABETH MCARTHUR | TUESDAY, 28 MAY 2019

... appropriate for SMSF and advised clients, he said. "More advisers wanted access to our proven track record for their SMSF clients and individual investors who want diversification from traditional Australian equities," Littler said. "We think this will ...

Super, life risk face election test

HARRISON WORLEY | MONDAY, 6 MAY 2019

... would be able to make voluntary contributions to super. The constant changes have gone too far for one of Griffiths' SMSF clients who now plans to leave the country after losing about $800,000 in 2017 as a result of the $1.6 million transfer balance ...

Accountant banned for bad SMSF advice

HARRISON WORLEY | TUESDAY, 19 FEB 2019

... that by recommending her accountancy practice - Saber Accountants - prepare the annual accounts and tax returns for SMSF clients, she had effectively recommended the services of a related party so as to earn extra revenue for herself. ASIC Commissioner ...

Class appoints chief executive

KARREN VERGARA | MONDAY, 18 FEB 2019

... year. Net profit after tax was up 2% to $4.4 million. It had a total of 174,212 accounts; the majority (96%) are SMSF clients.

Adviser asked to cover regulator costs

KANIKA SOOD | MONDAY, 18 FEB 2019

... man who ran an unlicensed advice business and collected kickbacks on investment properties he recommended to his SMSF clients. Richard Gardner and Advanced Wealth Financial Services Pty Ltd (where Gardner was the sole director and responsible decision-maker) ...

Advisers on scam alert

KANIKA SOOD | TUESDAY, 24 JUL 2018

... common type is an income product that offers returns of 8-10% or significantly higher than the market," Crowe says. "SMSF clients can also get offers to invest or borrow money to invest into the asset. This is not wrong but it can be a potential area ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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