Search Results | Showing 61 - 70 of 2552 results for "SMSF" |
| | | Brighter Super has introduced three new senior leadership positions. It has appointed Hayley Powell as head of superannuation and retirement advice, Craig Godfrey as head of IFA partnership and growth, and Brendan Nerdal as head of stakeholder and corporate ... |
| | | | ... interests duty. One quarter of these raised significant concerns about client detriment relating to recommendations to set up an SMSF. Only 38 files demonstrated compliance with the longstanding obligation for advisers to act in clients' best interests. ... |
| | | | ... of understanding of the asset class continue to see growth potential. Meanwhile, Swyftx said the self-managed super fund (SMSF) market is treading this path "cautiously", with only over a third (37%) reporting digital assets in their portfolios, a slight ... |
| | | | ... Finchley & Kent won the Independent Dealer Group of the Year and GDA Financial Services' Michael Driessen bagged the SMSF Adviser of the Year. Driessen also won the SMSF Adviser of the Year Award. Yield Financial Planning's Jarrod Ferrier won ... |
| | | | ... saw superannuation fund fees fall for the sixth consecutive year. Super fund members, including self-managed super fund (SMSF) members, paid an industry aggregate of $34 billion in fees in FY25. While this is a 5% increase in total fees paid, it is outpaced ... |
| | | | ... torn up after he was found to have 'continuously failed to undertake basic audit work' that could have saved millions in SMSF investors' money. Ryan William O'Shea was employed by United Global Capital to audit both it and its managed funds, the Global ... |
| | | | At any given opportunity, policymakers and industry leaders love to boast about Australia's 'world-class' $4.3 trillion superannuation system. While investments and performance have been impressive and the system has taken the pressure off the government ... |
| | | | ... research manager at DEXX&R before joining Dixon Advisory, where he developed asset allocation and investment strategies for SMSF portfolios. Aware Real Estate has promoted Edwin Cheung to investment manager. Cheung joined the business in July 2022 as ... |
| | | | ... between July 2020 and February 2024. ASIC said Videkanic advised clients to establish a self-managed superannuation fund (SMSF), rollover their existing superannuation into the SMSF and invest a significant portion of their retirement savings into the ... |
| | | | ... against advisers and financial advice firms. This type of complaint increased by 18% in FY25. Self-managed superannuation fund (SMSF) complaints grew by 95% to 1323. "As with many SMSF complaints, these often involve recommendations to rollover superannuation ... |
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