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Showing 851 - 860 of 2554 results for "SMSF"

ASIC bans former AMP adviser

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
... banned for four years in April for failing to provide a statement of advice to clients prior to recommending they establish an SMSF.

Managing Director departs AMP-backed planning network

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
... addition to the departures of former chief executive Craig Meller and chair Catherine Brenner. AMP added current Jigsaw and SMSF Advice managing director Chris Digby would expand his responsibilities to take the reins of Charter Financial Planning in ...

Global fixed income manager mulls active bond ETFs

HARRISON WORLEY  |  FRIDAY, 1 JUN 2018
... bonds and I think it's been somewhat of a challenge," Kirkham said. "Clearly our market is difficult to get into for the SMSF market because there's a limitation on the volume of bonds that can be purchased particularly in the credit space. Organisations ...

Industry stakeholders welcome PC report

JAMIE WILLIAMSON  |  WEDNESDAY, 30 MAY 2018
... Also addressing shortfalls in the $699 billion self-managed super sector, the PC determined the current cost of running an SMSF erodes balances to such an extent that any funds with less than $1 million in assets will perform significantly worse than ...

Productivity Commission addresses superannuation lottery

DARREN SNYDER  |  TUESDAY, 29 MAY 2018
... questions with respect to innovation, competitive intensity and diversity." The PC noted the self-managed superannuation fund (SMSF) segment has broadly tracked the long-term investment performance of APRA-regulated funds on average. However, smaller ...

Asset manager welcomes new hires

JAMIE WILLIAMSON  |  TUESDAY, 29 MAY 2018
... and general manager, product and investment services. He is also a former head of product solutions and pricing for AMP's SMSF business. In the new role, Kenny will be responsible for the execution of Ironbark's strategies for both existing and new product ...

IPS triples funds under administration

HARRISON WORLEY  |  MONDAY, 21 MAY 2018
Independent investment and SMSF platform owner Integrated Portfolio Solutions (IPS) tripled its funds under administration over the past three years as it experiences inflows courtesy of advisers and family offices. The platform provider recently passed ...

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... Only one in five financial advisers consider clients' self-managed superannuation funds to be well diversified. The 2018 SMSF Insights Paper - a collaboration between Investment Trends, BT Financial Group and the SMSF Association - shows that despite ...

Two-tier super system emerging: KPMG

HARRISON WORLEY  |  WEDNESDAY, 16 MAY 2018
... expected to see a 50% reduction in fund numbers and we expect this to be slightly less in retail. By contrast we see the SMSF sector continuing to expand," Howes said. Commenting on the firm's expectations that superannuation regulatory changes will ...

ASIC drags NSW adviser to court

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... investigation is alleging that: Miller recommended that clients of CFS Private Wealth establish self-managed superannuation funds (SMSF) and use their funds to invest CFS Corporation; he used investor funds for himself and to repay other investors in ...