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Showing 61 - 70 of 390 results for %22Self-Managed Super Fund Association%22

Opportunities outweigh threats when it comes to SMSFs

HARRISON WORLEY  |  WEDNESDAY, 20 FEB 2019
Threats to the SMSF sector certainly exist, but they are outweighed by opportunities, according to the Self-Managed Super Fund Association. Opening the SMSF advocacy body's national conference in Melbourne this morning, a panel of industry experts discussed ...

Former adviser steals $5m from clients

JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
... It is alleged that between 20 August 2009 and 30 July 2016, Gibbs stole $4.88 million of his clients' money, largely from self-managed superannuation funds he could access via their bank accounts. It is also alleged that between 25 June 2012 and 30 July ...

Ethical investments top mandate appointments

JAMIE WILLIAMSON  |  TUESDAY, 22 JAN 2019
... for super funds with a 9% share. This is followed by Vanguard at 6% and Funds SA with 3%. However, if counted collectively, self-management would qualify as the second largest investment manager for not-for-profit funds. There has been 1138 investment ...

Superannuation reforms splits opinion: Spot poll

KARREN VERGARA  |  MONDAY, 14 JAN 2019
... standards and reject the minimum balance approach as the better option for ensuring the integrity and sustainability of the self-managed super sector (SMSF) has been welcomed by the Association. SMSF Association chief executive John Maroney said the ...

Advice associations combine for code monitoring

DARREN SNYDER  |  TUESDAY, 18 DEC 2018
... Association of Financial Advisers (AFA); Boutique Financial Planners (BFP); Financial Services Institute of Australasia (FINSIA); Self-Managed Super Fund Association (SMSF Association); and Stockbrokers and Financial Advisers Association (SAFAA). FPA ...

FPA fines Henderson $50k

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
... Advisers' Practice of the Year award. McKenna said Henderson persistently pushed for moving her superannuation into a self-managed superannuation fund he would manage; despite clearly expressing she had no interest in doing so. Henderson admitted ...

ASIC keeps watch on SMSF auditors

DARREN SNYDER  |  MONDAY, 29 OCT 2018
Updating its position on self-managed superannuation fund auditors, ASIC said more than 120 have come under the regulator's watch in the five years ending June 30. ASIC said it has deregistered, suspended or imposed conditions on 101 SMSF auditors for ...

SMSFs: Who, what, where, when and how

JAMIE WILLIAMSON  |  MONDAY, 15 OCT 2018
Financial advisers have been provided with a simple checklist to employ when considering recommending a self-managed superannuation fund to clients. Australian Financial Complaints Authority lead ombudsman - superannuation, June Smith reinforced the ...

SMSFA questions three-year audits

KARREN VERGARA  |  TUESDAY, 4 SEP 2018
The SMSF Association has cast doubts over the proposed three-year audit cycle for some self-managed super funds, stating the change may "undermine" the integrity of the sector. SMSFA chief executive John Maroney said the shift to three-year audits would ...

SMSFs too conservative: Poll

KARREN VERGARA  |  MONDAY, 27 AUG 2018
More than half (54%) of the respondents in Financial Standard's latest spot poll believe self-managed super funds are too conservative when it comes to allocating assets. Only a third (33%) said they were content with the allocation strategies and will ...