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Showing 461 - 470 of 2554 results for "SMSF"

Crescent Finance launches real estate funds

KANIKA SOOD  |  MONDAY, 3 MAY 2021
... user customer - as such they will gain all the capital gains / losses," he said. The funds will be open to advised clients, SMSF investors and institutional investors. Crescent expects to raise $100 million by the year end, and finance more than $5 billion ...

Rise of the mega funds continues

ANNABELLE DICKSON  |  MONDAY, 3 MAY 2021
Increased merger activity in the superannuation sector will see most of Australia's retirement savings managed by just 12 funds, new research shows. KPMG's annual Super Insights report analysed APRA and ATO data and found that once the mergers that ...

Deborah Ralston to advise Allianz Retire+

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... was one of the three panel members on Treasury-commissioned Retirement Income Review. She is also the former chair of the SMSF Association. Rubinsztein is a non-executive director at UniSuper, Class, SuperEd, Zurich and OnePath. Evans is a non-executive ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... was finalising its verdict. On a year-on-year comparison, the number of advisers dropped 11% at the end of March 2021. The SMSF Advisers Network is currently the largest advice licensee, followed by AMP Financial Planning, Morgans, Synchron and Charter. ...

Mawhinney banned for 20 years

ELIZABETH MCARTHUR  |  MONDAY, 19 APR 2021
The Federal Court has ruled that Mayfair 101 founder James Mawhinney cannot fundraise for or advertise financial products for 20 years. The judgement, delivered this morning, ordered that Mawhinney and any of his employees or any companies he is a part ...

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
... Australia as of September 2020, defined as those with over $1 million in investable assets outside their home, business and non-SMSF super. Among this group, there has been a sharp increase in the number of HNWs that are open to receiving professional ...

AustralianSuper adds gold ETF to menu

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 MAR 2021
AustralianSuper, Australia's largest super fund with over $200 billion in assets under management, has added ETF Securities Physical Gold ETF (ASX: GOLD) to its direct investment menu. The fund's direct investment offering allows some members a choice ...

Raiz expands to SMSF market

ANNABELLE DICKSON  |  FRIDAY, 19 MAR 2021
... a tax statement," Malone said. Malone said Raiz was receiving enquiries from dealer groups each week asking to put their SMSF customers in the portfolio. "To date only individuals could invest with Raiz - it has more than 400,000 active customers - but ...

Former AMP adviser in enforceable undertaking

ELIZABETH MCARTHUR  |  MONDAY, 15 MAR 2021
... took deliberate steps to avoid compliance with the court enforceable undertaking. Thorne was an authorised representative of SMSF Advice, a wholly owned subsidiary of AMP, when she allegedly received referrals in relation to establishing SMSFs from Park ...

ATO warns of new SMSF scheme

ELIZA BAVIN  |  MONDAY, 15 MAR 2021
The Australian Taxation Office (ATO) has warned SMSF trustees of a new scheme it has uncovered that aims to avoid paying potential tax liabilities. The ATO said while it is important to plan for retirement and look for ways to maximise retirement assets ...