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Showing 401 - 410 of 1833 results for "Managed Super"

Clime names distribution and private wealth lead

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... 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. Maria Greensill heads Clime Private Wealth. Bristow said as the wealth management ...

Quirky SMSF investments unveiled

KARREN VERGARA  |  WEDNESDAY, 23 JAN 2019
A new report from SuperConcepts unveils some of the most unusual investments held in self-managed superannuation funds, which include ATMs, livestock and frozen horse semen. The SMSF administration and software provider's Investment Patterns Report ...

Former adviser faces Supreme Court

JAMIE WILLIAMSON  |  THURSDAY, 17 JAN 2019
A former financial adviser will face ASIC in the Supreme Court of Queensland for operating an unlicensed advice business and receiving kickbacks from property developers for referring investors. The corporate regulator has commenced proceedings against ...

SelfWealth launches ETF

KARREN VERGARA  |  WEDNESDAY, 16 JAN 2019
Online broker SelfWealth will launch a new ETF targeting self-managed super funds. The SelfWealth SMSF Leaders ETF is due to launch on the ASX this financial year and listed under the ticker code SELF. It is pending regulatory ASX approval. ETF Securities ...

AAT upholds AFSL rejection

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
ASIC's decision to reject Michael David Watson's Australian Financial Services (AFS) Licence (AFSL) was recently upheld by the Administrative Appeals Tribunal (AAT). Watson had applied for an AFSL license to provide advice for self-managed superannuation ...

Superannuation reforms splits opinion: Spot poll

KARREN VERGARA  |  MONDAY, 14 JAN 2019
... reject the minimum balance approach as the better option for ensuring the integrity and sustainability of the self-managed super sector (SMSF) has been welcomed by the Association. SMSF Association chief executive John Maroney said the recommendation ...

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 ...