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Showing 31 - 40 of 877 results for %22Max Super%22

Trading platform pays $830k over suspicious trades

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2023
Interactive Brokers is paying a fine of more than $830,000 after it failed to identify suspicious trades conducted by a client. Between March and November 2021, certain Closing Single Price Auction (CSPA) orders in Orthocell (OCC) were allowed by Interactive ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... this space. There is certainly an intent to make [financial advice] more affordable and accessible, whether that's through super or outside super. "It's absolutely about setting ourselves up to be able to extend our advice capabilities in a way that ...

No question we need more BTR: Mowat

CHLOE WALKER  |  THURSDAY, 24 AUG 2023
... believes there will be an increase of middle-market assets in the BTR space. "What we've generally seen in the BTR sector is super high-end amenities such as pools, gyms, rooftop lounges and so on," Mowat said. "Of course, there's a place for that ...

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
The Financial Services and Credit Panel reprimanded a financial adviser who inadequately assessed the consequences of rolling over superannuation and life insurance cover, labelled the panel's least serious disciplinary action yet. Keeping the adviser's ...

Former director pleads guilty to super misuse

CASSANDRA BALDINI  |  FRIDAY, 4 AUG 2023
Mudasir Mohammed Naseeruddin has pleaded guilty to misconduct charges after he encouraged investors to move their super into a self-managed superannuation fund (SMSF) to lend those funds to his two companies. Naseeruddin admitted guilt to two charges ...

Aware Super details new term deposit option

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
Aware Super members with at least $15,000 in their account can now invest their super directly in term deposits, locking in rates currently as high as 5.25%. In April, Financial Standard flagged Aware Super was introducing a term deposit investment ...

UK pensions tapped to strengthen local startups

CASSANDRA BALDINI  |  TUESDAY, 11 JUL 2023
... enable them to invest quickly and effectively in unlisted high growth companies. In addition, plans to introduce a permanent super fund regulatory regime was announced, to provide sponsoring employers and trustees with a new scaled-up way of managing ...

ISPT targets success with revamped leadership

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2023
Industry Super Property Trust overhauled its leadership team, including adding a chief investment officer and two group executives to oversee funds management and property. ISPT said it has restructured its business for success, adding four new roles ...

AMP rolls out new North features

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
... efficiency, AMP introduced a new Record of Advice (ROA) process to the platform, while also upgrading its MyNorth Lifetime Super Calculator. The new ROA template contains pre-formatted tables and charts detailing current and proposed investment holdings ...

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
BT Financial Group technical consultant Tim Howard says super contribution planning is top of mind for clients and their financial advisers this end of financial year. On a recent podcast episode, Howard told Financial Standard it's not just about ...