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Showing 71 - 80 of 1818 results for "Managed Super"

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
Trustees of newly established self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups ...

Vanguard Super leads in organic growth: KPMG

ANDREW MCKEAN  |  TUESDAY, 20 MAY 2025
... FY24, with their market share rising by 1.8% - from 38.2% to 40%. Industry fund growth came at the expense of self-managed super funds (SMSFs), which shrank from 24.5% to 22.7%. Over the past five years, industry funds have "gained significant momentum," ...

Size of super impacting capital markets

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... We're seeing an evolution of markets here, of capital. We're seeing a concentration on one end of the self-managed super side, and then we're seeing a concentration the other side, we're seeing competition for funds through the professional ...

Former adviser accused of theft loses lengthy extradition fight

JAMIE WILLIAMSON  |  FRIDAY, 16 MAY 2025
... Pearson, formerly based in Perth, is accused of having stolen millions of dollars intended for clients' self-managed super funds. She was permanently banned by ASIC in 2015 after it found she engaged in dishonest conduct and in conduct that was misleading ...

Chalmers lays down the law on super tax

ELIZA BAVIN  |  WEDNESDAY, 14 MAY 2025
... changes, the increased tax rate will also include taxing unrealised gains including assets and shares held in self-managed super funds. Chalmers added that the calculation of unrealised gains exists in other parts of the super system. "It's not unique ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
... offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs). A statement from Police NSW said officers began an investigation after five individuals reported unauthorised ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
... said. "So that will obviously catch quite a lot more people. They're also looking for a ban on lending in self-managed super funds on property." Abood said lowering the threshold will put many more retirees at risk, including those who are farmers ...

Federal Court hammers defunct advice firm with $11m penalty

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... to three financial advisers who provided template advice to clients to roll over their superannuation into self-managed super funds (SMSFs) and use those funds to purchase property through a related entity, Equiti Property. The Federal Court found that ...

Prime Financial Group buys Lincoln Indicators

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... ASX-listed wealth manager is acquiring Lincoln Indicators, expanding its presence in the high-net-worth and self-managed super spaces. Based in Melbourne, Lincoln Indicators is a provider of investment research and portfolio, platform and funds management ...

Collectables market reaches $17bn: Report

KARREN VERGARA  |  MONDAY, 14 APR 2025
... Shorte said collectables are for those who are "total experts in those areas." "The people who invest in our self-managed super funds in collectables are normally antique dealers or art dealers, or people who've got a really good understanding of ...