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Showing 391 - 400 of 2554 results for "SMSF"

Plato launches net zero fund

JAMIE WILLIAMSON  |  MONDAY, 31 JAN 2022
... has so far achieved a return of 8.29%. Its benchmark, the MSCI World Index, has achieved 4.38%. "We know an average sized SMSF invested in the ASX 200 requires 3135 trees to get to net zero, so I think this new fund is a game-changer for those who want ...

Inquiry criticises gaps in CSLR

KARREN VERGARA  |  MONDAY, 31 JAN 2022
... discussing the Standing Committee on Economics Financial Services Compensation Scheme of Last Resort Levy Bill 2021 last week, SMSF Association deputy chief executive Peter Burgess pointed to deficiencies in the proposed bill that will fail to protect ...

Aussies shell out $51m on crypto fees

KARREN VERGARA  |  MONDAY, 31 JAN 2022
... seek advice from a licensed financial adviser before agreeing to transfer superannuation out of a regulated fund into an SMSF," ASIC said.

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... population stood at 21,103. Currently, AMP Financial Planning is home to the largest number of advisers, with 595, followed by the SMSF Advisers Network with 544 and Morgans Financial with 446 representatives on its books. Synchronised Business Services ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... 1629 in the year to December 2021 to 7012. The non-aligned segment lost 653 advisers and ended the year with 11,767. The SMSF Advisers Network is the largest non-aligned AFSL (647) and owns 5.8% of the market. Synchronised Business Services (422) comes ...

Financial watchdog warns on crypto

CHLOE WALKER  |  TUESDAY, 18 JAN 2022
... Australians switch from retail and industry superannuation funds to SMSFs so that they can "invest in a high return portfolio". SMSF trustees are also being targeted to invest in crypto assets. Australians who decide to self-manage their super, ASIC ...

DomaCom hits $100m in FUM

CHLOE WALKER  |  FRIDAY, 14 JAN 2022
DomaCom has reported growth in recent months, with its funds under management having now exceeded the $100 million mark. The bulk of these funds has been in property acquisitions for small investors and self-managed superannuation funds. Traditionally ...

Sequoia Financial Group acquires legal practice

CHLOE WALKER  |  MONDAY, 10 JAN 2022
... acquisition will enhance SEQ's existing document businesses which already establishes and manages large number of trust and SMSF documents," Sequoia managing director Garry Crole said. "The current industry focus on reviewing outdated family trust ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... the beginning of 2021, there were 21,103 practising advisers and precisely 2286 left the industry throughout the year. The SMSF Advisers Network dominates the adviser landscape, with the highest number of active advisers at 635. AMP Financial Planning ...

Athene, Apollo stake in Challenger approved

KARREN VERGARA  |  MONDAY, 6 DEC 2021
... a provider of self-managed super fund actuarial certificates, for $9 million to CountPlus. Accurium, which also provides SMSF education, has 14,000 subscribers.