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Showing 601 - 610 of 1390 results for "SMSFS"

Unlicensed property investor jailed for six years

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... Consolidated Holdings. He obtained funds by, in ASIC's words, persuading investors to "refinance their homes and/or establish SMSFs and then invest their superannuation in the developments." Through this, Patrick raised over $600,000 from 14 investors. ...

University launches free SMSF course

KERRIE SYDEE  |  MONDAY, 12 SEP 2016
... Finance, Adam Steen launched "An introduction to Self-Managed Superannuation Funds" after noting a dramatic increase in SMSFs over recent years and growing concerns in the superannuation sector. Steen believes the strong growth in SMSFs is the result ...

Managed portfolios vital for SMSF diversification

KERRIE SYDEE  |  THURSDAY, 8 SEP 2016
... benefits of transparency, control of tax and reduction in costs the introduction of international managed portfolios gives SMSFs the ability to directly access international assets rather than just though managed funds or exchanged traded funds. "We ...

Inappropriate advice drives disputes

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
... about superannuation made up over one quarter (28%) of investment and advice disputes. The majority of disputes concerned SMSFs (43%), retail funds (19%) and industry funds (15%). For SMSFs the most common dispute was inappropriate advice at 34%. For ...

Ostrava wound up, directors banned

KERRIE SYDEE  |  FRIDAY, 2 SEP 2016
... the company and Grim contravened the Corporations Act by "making misleading statements to clients about the value of their SMSFs, providing unlicensed managed discretionary account services, failing to comply with financial services disclosure obligations ...

ACBC launches additional XTB model portfolios

JAMIE WILLIAMSON  |  TUESDAY, 30 AUG 2016
... ultra-low price volatility between 0.2% and 0.3% p.a., over the long term. ACBC believes the solution is likely to appeal to SMSFs or investors and savers in the pension stage. ACBC chief executive Richard Murphy said the new XTB model portfolios have ...

Younger Australians taking up SMSFs

DARREN SNYDER  |  FRIDAY, 26 AUG 2016
... years according to the latest industry research from Rainmaker. The data presents a strategic shift in the sector where most SMSFs are being established by younger people in their 40s, 30s and even in their 20s. Two thirds of existing SMSF members are ...

Class partners with new fintech

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
... technology following the implementation of regulation requiring them to obtain a 'limited' AFSL to continue advising on SMSFs.

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... professional help in validating their investment strategies and portfolio construction," Peker said. In the past year 37% of SMSFs used a financial planner, according to the report. This was slight increase from last year and represents the first uptick ...

Rubik and class form advice tech partnership

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
... to obtain the newly created 'limited' Australian financial services licence to continue providing advice to clients about SMSFs. Rubik chief executive Iain Dunstan said: "As part of Rubik's omni-channel offering, the Provisio module is perfectly suited ...