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| | | ... who have malicious intent to get their hands on someone's superannuation, then getting them into an SMSF is going to be a good way to do that," Sidoti said. "It's something to be mindful of, and I think community-wide, this is something we need to be ... |
| | | | A third Future Fund investment professional is bound for Abu Dhabi, following in the footsteps of the sovereign wealth fund's former chief investment officer and a deputy CIO. Pradheesh Salvarajah has taken on a role as investment manager at Abu ... |
| | | | As it continues to face scrutiny over the Shield and First Guardian collapses, Equity Trustees has commenced a strategic review of its superannuation business. As part of its half year results announcement this morning, Equity Trustees said it is reviewing ... |
| | | | ... member balance without the administration complexity and cost that would otherwise apply," he said. Burgess noted this was a good example of how an adviser established an SMSF based on administration efficiency. Also speaking at the conference, ASIC ... |
| | | | ... financial health or its ability to operate as usual. It's expected the outcome of the review will be known later this month. "Good governance is the backbone of a pension plan's stability and strength, and the foundation for trust between the plan and ... |
| | | | ... helped develop key parts of Australia's investment prudential framework, including SPS 530 Investment Governance, the Good Practice Guide to Unit Pricing, and improving investment governance and risk frameworks, policies, and processes across asset ... |
| | | | ... rewards union aligned industry funds," O'Brien said. "Labor has bundled together these various measures not because it makes good policy sense but because it suits Labor politically." "The coalition understands this instinctively. Superannuation is part ... |
| | | | ... counts of dishonest conduct. In May 2025 he was handed a three-year suspended sentence on the basis that he complies with a good behaviour bond for five years, pay a $20,000 fine, and make reparations to Oasis Fund Management. Interestingly, in 2019 ... |
| | | | ... expertise, but importantly, he has lived the advice experience as both an adviser and a licensee principal. He understands what good looks like in practice, not just on paper. That perspective is invaluable as we continue to scale and partner with some ... |
| | | | ... months, and may have lasted longer had ASIC not identified the issue. Although the MDP concluded that Petra possesses "a good compliance culture", the alleged contravention was "significant". Petra has subsequently complied and paid the infringement ... |
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