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Showing 401 - 410 of 2554 results for "SMSF"

Schroders launches Schroder Australian Equity Long Short Fund

CHLOE WALKER  |  WEDNESDAY, 1 DEC 2021
Schroders has launched the Schroder Australian Equity Long Short Fund to external investors after successfully seeding the fund's Professional Class in late 2020. The fund aims to deliver returns for investors through long and short investments in growth ...

Super funds failing three-day transfer requirement

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
... DIY super offering - has called out some of the largest super funds, saying they are failing to roll over members to its SMSF offering in the required three days. Since October 1, APRA regulated super funds have been required to transfer members to SMSFs ...

COVID-19 relief for SMSFs may require specialist input

CHLOE WALKER  |  MONDAY, 22 NOV 2021
Extended government relief measures highlight the need for SMSF specialist advice, says SMSF Association chief executive. SMSF Association chief executive John Maroney has commented on the need for SMSF specialist advice in the wake of extended COVID-19 ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... is reflected across aligned and non-aligned AFSLs. Aligned AFSLs edge out the non-aligned at 23% and 21% respectively. The SMSF Advisers Network (33%), AMP Financial Planning (19%), Charter Financial Planning (18%), Morgans Financial (15%), Merit Wealth ...

Bond scam defrauds SMSFs $2.8m

KARREN VERGARA  |  MONDAY, 15 NOV 2021
A fake bond scam run has allegedly defrauded self-managed super fund members of $2.8 million. Richard Emil Ayoub, an American national, allegedly funnelled the money into Bitcoin between March and August 2021 after promoting it to investors as a fixed ...

Millennials fastest growing SMSF cohort

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
Millennials (born 1981 to 1996) represent the fastest growing segment of new SMSF accounts. This is according to new data from AUSIEX, which found during the first quarter of this financial year there was a 9.3% increase in new SMSF accounts opened ...

ASIC shuts down unlicensed investment scheme

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
An unlicensed financial services firm that allegedly misappropriated $5.7 million from self-managed superannuation fund members is in the process of being shut down by ASIC. ASIC obtained interim orders and injunctions from the Queensland Federal Court ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... while 778 ceased registrations. Overall, AMP Financial Planning (653) has the highest number of advisers, followed by the SMSF Advisers Network (647), Morgans Financial (469), Synchronised Business Services (422), Charter Financial Planning (411) and ...

CountPlus to acquire Challenger SMSF business

ANNABELLE DICKSON  |  WEDNESDAY, 20 OCT 2021
The ASX-listed advice and accounting group is expanding its SMSF offering after finalising terms to acquire Accurium from Challenger. CountPlus will pay $9 million for Accurium made up of cash and a debt facility. It will hold an 85% shareholding with ...

Advisers query super changes

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
... retirement savings back to where they were." Further to this, advisers wanted to know details of COVID-19 relief for SMSFs. SMSF trustees and related parties who have been unable to return to Australia due to travel restrictions will not see their fund's ...