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Showing 961 - 970 of 2556 results for "SMSF"

Former CBA-aligned adviser banned for three years

ALEX BURKE  |  FRIDAY, 1 DEC 2017
... their self-managed superannuation fund when not permitted to under the Superannuation Industry (Supervision) Act 1993 or the SMSF's trust deed. He was also found to have recommended another client to use funds from his SMSF to provide a business loan ...

DomaCom unitholders approve new trustee

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2017
... alternative investment options." In addition, DomaCom provided an update as to its ongoing Federal Court hearing as to the SMSF related party/sole purpose test implications of the DomaCom Fund. The hearing was held in Melbourne earlier this week with ...

Centrepoint adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... their self-managed superannuation fund when not permitted to under the Superannuation Industry (Supervision) Act 1993 or the SMSF's trust deed. He was also found to have recommended another client to use funds from his SMSF to provide a business loan ...

SuperConcepts launches admin tool

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
SuperConcepts has launched an administrative tool to help self-managed super fund (SMSF) members oversee investments more efficiently. Connected Services gives members greater visibility and faster access to assets, in addition to bank accounts, term ...

SMSF platform strengthens distribution team

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
... NowInfinity added to its senior leadership team, appointing a key distribution role. Tom Eustice has joined the cloud based SMSF documentation platform in the position of national sales director, bringing with him significant experience in sales, business ...

BetaShares launches Australian-first hybrids ETF

JAMIE WILLIAMSON  |  TUESDAY, 21 NOV 2017
... directly with greater portfolio diversification. For these reasons, it also presents an attractive investment opportunity for SMSF investors seeking higher rates of income. "But while Australian investors have for many years been attracted to hybrids ...

ATO warns SMSFs about risky arrangements

KARREN VERGARA  |  FRIDAY, 17 NOV 2017
... risky retirement planning arrangements that could potentially be illegal. ATO deputy commissioner James O'Halloran urged SMSF trustees to be wary of considerations or approaches about arrangements that seem "too good to be true." The ATO called attention ...

SelectingSuper winners crowned

EMMA RAPAPORT  |  THURSDAY, 16 NOV 2017
... Employer Super - Pension Fiducian Account Based Pension MLC MasterKey Pension Fundamentals Perpetual WealthFocus Pension Plan SMSF Administrator of the Year AMP SMSF Solutions BT Panorama Heffron SuperGuardian Asset Consultant of the Year Frontier Advisors ...

Former adviser cops 10-year imprisonment

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
... in December 2012 and January 2013. The court heard that Sherwin recommended clients rollover their superannuation into an SMSF held in a bank account. ASIC began investigating the bank account activities after Sherwin Financial Planners and its representatives ...

KPMG appoints wealth management strategy lead

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
... technology; and speed to market and decision making." KPMG has also entered into an agreement to use Class Super for its SMSF administration software and Class Portfolio in its business advisory group. The news comes after Class chief executive Kevin ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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