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Showing 401 - 410 of 1820 results for "Managed Super"

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 ...

More SMSF auditors disqualified

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
On top of reporting statistics about its SMSF auditor action this week, ASIC has disqualified a further two auditors. John Gilliland and Douglas Coghlan, both from Queensland, have been disqualified for breaching independence requirements. ASIC found ...

ASIC keeps watch on SMSF auditors

DARREN SNYDER  |  MONDAY, 29 OCT 2018
Updating its position on self-managed superannuation fund auditors, ASIC said more than 120 have come under the regulator's watch in the five years ending June 30. ASIC said it has deregistered, suspended or imposed conditions on 101 SMSF auditors for ...

ASIC and Austplan agree to mutual breakup

DARREN SNYDER  |  FRIDAY, 26 OCT 2018
Austplan will lose its Australian financial services licence in November following ASIC surveillance which found deficiencies in the establishment of self-managed superannuation funds and client referrals. ASIC will cancel Austplan's AFSL effective ...

Investors unfazed by market volatility: Spot poll

KARREN VERGARA  |  MONDAY, 22 OCT 2018
... certain countries. This should feed through to continued corporate earnings, cash flow and dividend growth." For self-managed super funds, the recent share market volatility is a stark reminder to diversify across a range of asset classes. This is according ...

Qualitas seizes non-bank financing opportunities

KARREN VERGARA  |  THURSDAY, 18 OCT 2018
... the Qualitas Real Estate Income Fund (ASX: QRI) yesterday, Schwartz hopes to give retail investors such as self-managed super funds direct exposure to commercial real estate finance and help fill the gap. QRI is being launched at a time when the demand ...

SMSFs most affordable: Research

KARREN VERGARA  |  THURSDAY, 18 OCT 2018
Self-managed super funds continue to have the lowest fees across all superannuation vehicles, charging an average total expense ratio of 0.82%, latest Rainmaker Research shows. The 2018 Rainmaker Fee Study, which analysed more than 2500 fee options ...

SMSFs: Who, what, where, when and how

JAMIE WILLIAMSON  |  MONDAY, 15 OCT 2018
Financial advisers have been provided with a simple checklist to employ when considering recommending a self-managed superannuation fund to clients. Australian Financial Complaints Authority lead ombudsman - superannuation, June Smith reinforced the ...