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Showing 951 - 960 of 2558 results for "SMSF"

Industry funds reign supreme: Research

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
Industry superannuation funds are set to continue their dominance of the sector, with not-for-profit funds already accounting for about two-thirds of Australia's total superannuation assets. Insights from Rainmaker Information show retail super funds ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... are most common amongst APRA-regulated funds, though similar clauses do exist in some self-managed super fund trust deeds. "SMSF trustees and all couples looking to wed will want to make sure estate planning documents are reviewed and updated where necessary ...

Former SMSF Association chief joins CEFC board

KARREN VERGARA  |  MONDAY, 8 JAN 2018
... Coffey and Laura Reed. Slattery has more than 25 years of experience in financial services and superannuation, having led the SMSF Association from 2003 until she stepped down in February last year. At the time, Slattery said she intended to develop ...

AFA to launch investigation into adviser misconduct

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... three as holding AFA membership - found that Fraser had failed to act in the best interests of his clients in regards to SMSF advice, while Cannon and Pianta were both found to have provided risk advice that did not meet the standards required of a financial ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... several European elections; central bank policy; commodity and property prices; and the outlook for China and Australia. SMSF Association National Conference More than 1300 financial advisers and self-managed superannuation fund (SMSF) trustees attended ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
A newly rebranded SMSF service provider is hoping to expand its market reach with the help of financial advisers. Adelaide-based PeakSuper, formerly Catapult Super, will look to build partnerships with advisers to assist their clients with the establishment ...

ASIC takes further action against MyPlanner

JAMIE WILLIAMSON  |  WEDNESDAY, 20 DEC 2017
Following on from ASIC's recent action against privately-owned MyPlanner, one of the dealer group's advisers has now agreed to refrain from providing financial services. The regulator has accepted an enforceable undertaking from James Fraser as a result ...

Former Challenger subsidiary chief joins SMSF fintech

EMMA RAPAPORT  |  FRIDAY, 15 DEC 2017
... subsidiary has taken on a new role at a Sydney-based fintech. Tracy Williams, who departed Accurium in July, will join cloud based SMSF documentation platform NowInfinity in the newly created role of chief operating officer. NowInfinity chief executive ...

AMP flags departures in distribution restructure

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2017
... networks, as well as achieving sales targets for the platform, insurance, managed funds, bank and self-managed super funds (SMSF) product range. He joined the group in 2006 as a business development manager for AXA Australia and about four years later ...

Retail MySuper outpacing NFP products

KARREN VERGARA  |  FRIDAY, 8 DEC 2017
... 35% of the total MySuper assets. Meanwhile, Rainmaker's SuperGuard 360 research shows the self-managed superannuation fund (SMSF) sector underperformed in the 12 months to October. SuperGuard 360 SMSF reference index of 10.2% per annum underperformed ...