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Showing 71 - 80 of 877 results for %22Max Super%22

Former planner pleads guilty to dishonest conduct

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct whilst running a financial services business. ASIC found that between February and March 2015, Bradley Grimm engaged in dishonest conduct on five ...

Consultation opens on NALI amendments

CASSANDRA BALDINI  |  TUESDAY, 24 JAN 2023
The government has released a consultation paper outlining possible amendments to the non-arm's length income (NALI) provisions relating to superannuation funds. It explained a potential change to self-managed superannuation funds and small APRA-regulated ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... impacted individually." Additionally, advisers are asking about eligibility rules for making downsizer contributions into super and the impacts on the age pension. Effective January 1, the bill to reduce the eligibility age for downsizer contributions ...

More alpha gains through ops

ELIZABETH FRY  |  TUESDAY, 13 DEC 2022
... growing awareness that the investment value chain must work more efficiently to maximise returns to beneficiaries. Put simply, super funds can up their game when it comes to identifying new sources of alpha, including reducing implementation complexity. ...

Trustees must improve IDR processes: ASIC

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2022
... saying at the time that some trustees were also failing to adequately record complaints received. In response to the report, Super Consumers Australia director Xavier O'Halloran said: "Consumers have been left on hold for too long, it's time for ...

MaxCap boosts capital raising team

JAMIE WILLIAMSON  |  WEDNESDAY, 7 DEC 2022
MaxCap has bolstered its capital raising capabilities, adding three to its team. The real estate investment manager said the new hires underscore the significant growth opportunities in the market for the group. Ben Woolley has joined the team as associate ...

MaxCap sells logistics site to Brookfield

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2022
... investments and MIOF portfolio manager Simon Hulett said. "Villawood is a prime example where we bought land extremely well in a super prime infill location in Sydney - the tightest market in the country. It was a complex site to acquire given its background ...

Marketing oversight must improve: ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2022
ASIC named and shamed more responsible entities in need of improving their oversight of investment managers' marketing practices, raising concerns over five funds totalling about $705 million in assets. Ongoing ASIC surveillance identified concerns ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
Research from Aware Super suggests members who access financial advice end up $150,000 better off in retirement compared to those that don't. From a sample of over 100,000 members, some of which received comprehensive advice, Aware Super found those ...

Bahamian firm joins Future Gen portfolio

CHLOE WALKER  |  MONDAY, 28 NOV 2022
Holowesko Partners has been added to Future Generation's global investment portfolio. Holowesko Partners was founded in 2001 by Bahamas-based Mark Holowesko, who previously served as director, chief investment officer and director of research Franklin ...