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Showing 671 - 680 of 2554 results for "SMSF"

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
... with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report, which found the number of SMSFs have skyrocketed disproportionately to the financial advice rendered to this cohort ...

Former financial adviser jailed

ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... well, don't worry about it." When Madison reported the misconduct to Stevenson, she was told that the only investment in her SMSF was a Macquarie cash account with a balance of $63.66. A spokesperson for Madison Financial Group said: "As confirmed by ...

MySuper eyes SMSF stronghold

KARREN VERGARA  |  THURSDAY, 27 JUN 2019
MySuper could soon surpass self-managed super funds as the preferred retirement savings vehicle for Australians, a new Rainmaker report shows. Using the latest APRA data, Rainmaker's MySuper Report found the MySuper asset pool hit $713 billion at ...

FASEA approves association designations

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
Financial advisers who have completed a designation with the Association of Financial Advisers or the SMSF Association will have their efforts recognised by the Financial Adviser Standards and Ethics Authority. The Financial Adviser Standards and Ethics ...

Hostplus makes bid for SMSF money

KANIKA SOOD  |  WEDNESDAY, 19 JUN 2019
The $43 billion fund is hoping to woo self-managed superannuation fund investors with new options geared at them. SMSF investors will have access to six of Hostplus' 23 investment options, including its flagship balanced option and the low-cost ...

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... growing advice group in the three years to December 2018 was the National Tax and Accountants Association, also known as SMSF Advisers Network. Over the three year period, the licensee went from just 11 advisers to more than 1080. The rapid and significant ...

ASIC chases licensee over conflicted remuneration

HARRISON WORLEY  |  THURSDAY, 13 JUN 2019
... of conflicted remuneration provisions is underway in the Federal Court. The corporate regulator is seeking to declare The SMSF Club and its licensee RM Capital contravened the Corporations Act on as many as 259 occasions in accepting referral benefits ...

DomaCom launches senior equity release product

ELIZABETH MCARTHUR  |  THURSDAY, 13 JUN 2019
The ASX-listed investment platform has released a first of its kind senior equity release product for Australia, targeting financial advisers working with clients over 60. DomaCom's senior equity release product launched this week with an accreditation ...

Wills and BDBN raise adviser interest

KARREN VERGARA  |  FRIDAY, 7 JUN 2019
... nomination (BDBN). Another common question Chu comes across from financial advisers is how they help ensure the funds in an SMSF are distributed in accordance to the wishes of their clients. "It is not always a straight forward exercise and it comes ...

New leadership at SuperConcepts

ELIZABETH MCARTHUR  |  FRIDAY, 7 JUN 2019
... planning with our staff and I'm always pleased when we can reward home-grown talent and showcase the depth of talent and SMSF experience we have within the organisation." "These appointments are a testament to the hard work and commitment that Annette ...