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Showing 871 - 880 of 2554 results for "SMSF"

High profile adviser under fire

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... Henderson repeatedly pushed the idea of rolling over her existing superannuation to establish a self-managed superannuation fund (SMSF) managed by Henderson Maxwell, despite her consistently saying that she had no interest in doing so. However, the foundation ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
An accounting and wealth advisory group is welcoming a new head of SMSF to establish a dedicated financial advice service. Omniwealth has appointed Stephen Hogg to lead a self-managed superannuation fund advice offering and implement a real-time reporting ...

Praemium appoints managed accounts expert in new role

JAMIE WILLIAMSON  |  MONDAY, 23 APR 2018
... self-managed superannuation administration service which is currently in development. A spokesperson for Praemium confirmed: "The SMSF solution will allow advisers to offer a complete SMSF proposition to their clients. Praemium will help administer and ...

Royal Commission case study: advice put retirement in ruins

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... months since the first - the McDowall's were told the properties they were looking at could not be purchased through their SMSF, despite having been told the only prerequisite was that the property be on one title. McDowall said that later in the same ...

AI comes to SMSF administration

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
An artificial intelligence assistant has been integrated into the SMSF software solution used to administer more than 70% of the 600,000 self-managed super funds in Australia. In a reported first for SMSF administration software, BGL has integrated ...

SMSF home bias drags returns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
... dragged returns for the sector in the 12 months to February, latest SuperGuard 360 research shows. According to the SG360 SMSF Reference Index, SMSFs generated a 5.5% return (before fees and tax) - well below the returns for members invested in MySuper ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... self-managed superannuation industry stalwart has taken on a board advisory role with a boutique funds management firm. Former SMSF Association chief executive Andrea Slattery will advise the board of fund manager and individually managed account provider ...

Social media singles out ASIC in Royal Commission coverage

ALEX BURKE  |  MONDAY, 16 APR 2018
ASIC was a specific target by social media commentators during the first round of hearings for the Royal Commission into Australia's biggest providers of financial advice. Commentators on Twitter were broadly critical of ASIC's attempts to police and ...

SMSFs investing restrictions unfair: Poll

KARREN VERGARA  |  MONDAY, 16 APR 2018
... member's accumulation account will also be credited in the member's transfer balance account. In effect, this has made some SMSF members think twice about taking on a LRBA to invest in property, as it may trigger the $1.6 million transfer balance cap ...

SMSF pool still ripe for financial advice: AMP

KANIKA SOOD  |  FRIDAY, 13 APR 2018
... advice jumped 6% last year, and they are hungry for further advice, according to AMP Capital research. Sixty-three per cent of SMSF trustees told AMP Capital they would entertain further financial advice, with retirement strategy (30%), income generation ...