Search Results | Showing 21 - 30 of 776 results for %22SMSF Advice%22 |
| | | ... this will grow to $30 billion. In February, the group acquired 51% of Solutions Centric, a company that provides offshore SMSF services out of India. The acquisition is expected to complete before March 31. "These results, highlighted by an increase ... |
| | | | ... relate similar experiences in that they received inappropriate advice for asset allocation that "was too aggressive" for their SMSF investments and that such advice was conflicted. Further, the document highlights that DASS had "not established that ... |
| | | | ... according to the University of Adelaide. During this period, while the S&P/ASX 200 index declined by more than 10%, the median SMSF decreased by only 1%; comparatively, the median APRA-regulated super fund decreased 5.1%. The University of Adelaide's ... |
| | | | ... to $2.2 million. Prime operates wealth management, capital and corporate advisory, accounting, and business advisory, and SMSF business units. Altor director and head of distribution Harley Dalton said: "In Prime we have found the optimal long-term partner ... |
| | | | ... Services. The corporate regulator alleges that Hala encouraged consumers to establish a self-managed superannuation fund (SMSF), and to roll over their existing superannuation into the SMSF and invest it with his company. In October 2021, ASIC secured ... |
| | | | The SMSF Association is urging the wealth management sector to embrace learning opportunities at this year's National Conference, particularly as major reforms such as the $3 million superannuation tax changes loom. The SMSFA will host its flagship ... |
| | | | ... caution for clients with SMSFs regarding property improvements as any improvements made to real estate assets held within an SMSF could be classified as a contribution. Meanwhile, Ashenden noted that while the government's updates on the Quality ... |
| | | | ... and Credit Panel (FSCP) made another registration prohibition order against a financial adviser who tried to recommend an SMSF and investment products that were not suitable to a client. Melbourne-based Stephen Rogers, a representative of United Global ... |
| | | | ... so was less cost-effective than an alternative option. One such client had financial difficulties, with not enough in the SMSF to cover insurance payments, while facing a potential default on their home loan. The Administrative Appeals Tribunal affirmed ... |
| | | | ... acquired RI Brighton and Wealth for Life Financial Planning as part of its strategy to become one of the leading financial advice providers in the country. The acquisition of the firms, both based out of Adelaide, will see veteran advisers Steven Hampel ... |
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