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Showing 41 - 50 of 2550 results for "SMSF"

ASIC acts against 28 SMSF auditors

MATTHEW WAI | FRIDAY, 30 JAN 2026

ASIC penalised 28 self-managed superannuation fund (SMSF) auditors in the first half of FY26, including the cancellation of 22 registrations. ASIC said its action relates to breaches of obligations and standards, including failures to comply with auditing ...

Totality Wealth chief executive exits, replacement named

KARREN VERGARA | THURSDAY, 29 JAN 2026

... and continuing to invest in an all-in-one platform that gives clients a holistic view of their wealth across personal and SMSF accounts," Korfits said. Under his watch, Korfits said Totality will accelerate an institutional-led strategy focused on scaling ...

'No benefit in switching super': AFCA finalises FSGA lead decision

RIDDHIMA TALWANI | TUESDAY, 27 JAN 2026

... advice in October 2023 to roll over their existing superannuation into a newly created self-managed superannuation fund (SMSF). The adviser then recommended the SMSF invest in a high growth product. AFCA said it wasn't clearly disclosed to the complainant ...

AMP to relaunch SMSF property lending solution

MATTHEW WAI | TUESDAY, 27 JAN 2026

AMP Bank is bringing back its residential self-managed superannuation fund (SMSF) property lending solution, SuperEdge, after removing it nearly a decade ago. AMP made the decision to remove the solution in 2018, as the SMSF lending sector was shifting ...

Super funds, instos shun ETFs, retail dominance prevails

KARREN VERGARA | THURSDAY, 22 JAN 2026

Australia's booming exchange-traded funds (ETFs) market is failing to capture the big money from superannuation funds and institutional investors as retail investors' dominance reigns supreme. Surpassing $330 billion in total funds under management ...

Improvised super tax poses unfair, inequitable outcomes: Industry

MATTHEW WAI | TUESDAY, 20 JAN 2026

While the improved methodology for calculating superannuation earnings was previously applauded by the industry, the SMSF Association (SMSFA) and CPA Australia believe the Better Targeted Super Concessions Bill still fails to strike the "right balance" ...

MWL complainants given $100k in lead decision outcome

MATTHEW WAI | MONDAY, 19 JAN 2026

... have their super reviewed, while being referred to an adviser from MWL who suggested they set up a self-managed super fund (SMSF). They were instructed to transfer their existing super fund into the SMSF and invest most of this money into Shield. The ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI | FRIDAY, 16 JAN 2026

... since the beginning of December, including 16 this month. The total number of advisers on the register is currently 15,151. SMSF Advisers Network recorded the largest outflow (-59), dropping to 90. It is followed by Interprac Financial Planning, down ...

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI | FRIDAY, 16 JAN 2026

The SMSF Association has seen the graduation of the first cohort of specialist advisers under its revamped SMSF Specialist Adviser (SSA) accreditation. A total of 37 participants completed the program. Since its inception, more than 2300 professionals ...

AFCA streamlines approach to over 1800 Shield, First Guardian complaints

MATTHEW WAI | MONDAY, 22 DEC 2025

... decision is based on a complaint involving the complainant being cold-called to establish a self-managed superannuation fund (SMSF). They were instructed to roll over their existing balance into the SMSF and invest most of it in Shield, as many other ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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