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Showing 71 - 80 of 1805 results for "Managed Super"

Fortitude Investment Partners acquires majority stake in SMSF audit firm

MATTHEW WAI  |  WEDNESDAY, 2 APR 2025
Fortitude Investment Partners has acquired a majority stake in self-managed superannuation fund (SMSF) audit firm ASF Audits. The investment will improve ASF Audits' client experience and accelerate future growth; the primary capital investment ...

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... complaints," Singh said. "What we are seeing here at AFCA is that conflicted advice models and inappropriate use of self-managed super funds (SMSFs) are the most prevalent issues behind complaints that then lead to CSLR claims." Singh said one in five ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... (MDS) adviser members with the "most up to date" technical reference and guides across superannuation, tax, self-managed super funds, aged care, social security and estate planning. Members will also benefit from resources to CFS FirstTech podcast, webinars ...

Unlawful hawking practices re-emerge in SMSFs

MATTHEW WAI  |  TUESDAY, 11 MAR 2025
... Burgess has called out recent hawking practices that prompt people to transfer their retirement savings into a self-managed super fund (SMSF). Burgess said the sector needs to be on alert about the resurgence of "nefarious" activity. Anti-hawking laws ...

Aussie ETF market tipped to hit $300bn in 2025

MATTHEW WAI  |  THURSDAY, 6 MAR 2025
... benefits of ETFs," Ibrahim said. "A growing proportion of high-net-worth individuals are allocating to ETFs via self-managed super funds." Globally, State Street believes that active ETF strategies will continue to grow in 2025, flagging close to 80% ...

SMSF Association names annual award winners

MATTHEW WAI  |  FRIDAY, 21 FEB 2025
SMSF Association (SMSFA) has recognised four of its members at the 2025 SMSF National Conference, citing their excellence in self-managed superannuation and their contribution to the sector. The 2024 CEO Award was posthumously awarded to former Foxton ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
Self-managed super funds (SMSFs) traded more over the past year and the value of their holdings increased by 8.8%, according to the AUSIEX SMSF Under Advice report. The number of newly established SMSF trading accounts on the AUSIEX platform - across ...

Convicted adviser fails to appeal prison sentence

MATTHEW WAI  |  THURSDAY, 20 FEB 2025
Former Melbourne financial adviser Bradley Grimm will continue to serve his sentence after failing to have his dishonesty conviction and prison term overturned. Grimm pleaded guilty to three counts of engaging in dishonest conduct whilst running a financial ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
Generation X and Millennials collectively drove about 85% of new self-managed superannuation fund (SMSF) establishments for the six months to 31 December 2024, according to a new report from Class. The total value of the net assets administered on Class ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
New research shows that self-managed superannuation funds (SMSFs) outperformed APRA-regulated funds by 1.2 percentage points per annum in the five years to June 2023. According to research from the University of Adelaide's International Centre for ...