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Showing 861 - 870 of 2594 results for "SMS"

SMSFs missing out on returns

KANIKA SOOD  |  WEDNESDAY, 6 JUN 2018
The SMSF sector, which has traditionally shied from growth assets, underperformed default MySuper investment strategies by 1.2 percentage points in the 12 months to April 2018. The average SMSF returned 6.6% before fees and tax, while the average default ...

ASIC bans former AMP adviser

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
ASIC's wealth management project has banned a former Charter Financial Planning adviser for five years. Desmond Luplau has copped a five-year ban on the provision of financial services from the regulator for failing to act in the best interests of his ...

Managing Director departs AMP-backed planning network

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
The managing director of an AMP-backed financial planning dealer group with more than $23 billion in funds under advice has resigned. AMP confirmed the departure of Neil Swindells, managing director at Charter Financial Planning. Swindells was appointed ...

Global fixed income manager mulls active bond ETFs

HARRISON WORLEY  |  FRIDAY, 1 JUN 2018
A global fixed income manager with more than US$430 billion in assets under management is contemplating the launch of actively managed bond ETFs to serve self-managed super fund clients. Addressing a media briefing in Sydney this week, executives of ...

Industry stakeholders welcome PC report

JAMIE WILLIAMSON  |  WEDNESDAY, 30 MAY 2018
The Financial Services Council welcomes key recommendations made in the Productivity Commission's assessment of superannuation efficiency and competitiveness. It agrees consumer outcomes could be significantly improved. A central finding of the PC report ...

Productivity Commission addresses superannuation lottery

DARREN SNYDER  |  TUESDAY, 29 MAY 2018
The Productivity Commission recommends an independent review of insurance in superannuation; that Australians enter default super once; and that super funds disclose trailing financial adviser commissions. These are a few of the 22 recommendations in ...

Asset manager welcomes new hires

JAMIE WILLIAMSON  |  TUESDAY, 29 MAY 2018
A multi-affiliate asset management firm has made two additions to its distribution and operations teams, including a former Colonial First State executive. Alan Kenny has joined Ironbark Asset Management as head of client solutions. Kenny was most recently ...

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
The 2018 installment of KPMG's Super Insights report highlights the emergence of a two-tiered superannuation system. According to KPMG's analysis, the superannuation system in Australia is splitting into two tiers, as small funds experience initial ...