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Search ResultsShowing 1 - 10 of 100+ results for "SMSF"
Sam Henderson sentenced
ELIZABETH MCARTHUR  |  TUESDAY, 20 OCT 2020
... given a statement of advice by Henderson which contained a recommendation that she leave her super fund and establish an SMSF - the recommendation would have seen the client $500,000 worse off. When that client complained to the Financial Planning Association ...
Aussies want to invest super in property: Research
ELIZA BAVIN  |  WEDNESDAY, 7 OCT 2020
... that said they would consider investing in direct property - such as a residential apartment - in a self-managed super fund (SMSF). Additionally, the survey found that 33% of respondents said they would consider setting up an SMSF in the future as means ...
Vanguard to cull institutional mandates
KANIKA SOOD  |  FRIDAY, 2 OCT 2020
... superannuation team and gotten an APRA licence. Vanguard's head of corporate affairs Robin Bowerman was appointed the chair of the SMSF Association in October 2019 but moved to deputy chair in February. In exchange traded funds (ETFs), Vanguard holds ...
SMSF changes unlikely to mushroom new funds
KANIKA SOOD  |  FRIDAY, 25 SEP 2020
... according to a submission by University of Sydney's Susan Thorp. Earlier this month, a bill to increase the maximum number of SMSF members from four to six was reintroduced to the Senate, and the government has asked submissions on questions about ...
La Trobe completes half billion issuance
ELIZABETH MCARTHUR  |  FRIDAY, 25 SEP 2020
... breakdown of the same core mortgage assets. A higher composition of investment loans (90%), of which 35% was super-prime SMSF loans, which the company said provides a tactical benefit to the existing funding program and gives investors a slightly different ...
NowInfinity founders join boutique
KARREN VERGARA  |  THURSDAY, 24 SEP 2020
... focused on building out the tech platform to make the process more widely available," she said. The duo co-founded cloud-based SMSF documentation platform NowInfinity in 2012 and sold it earlier this year to Class for $25 million. In mid-2020, Abbott ...
Bermuda-based fund launches down under
ALLY SELBY  |  WEDNESDAY, 23 SEP 2020
... Lee, a former Barclays Capital vice president of equity and funds structured markets, who sees potential for the fund for SMSF trustees, self-directed investors and family offices seeking higher returns from their fixed interest assets. "The underlying ...
Retail fund satisfaction drops
ELIZA BAVIN  |  WEDNESDAY, 23 SEP 2020
Customer satisfaction will retail funds fell by 2.5% while satisfaction in industry funds rose 0.2%, according to new data from Roy Morgan's Superannuation Satisfaction Report. The report shows an overall super fund satisfaction with financial performance ...
Robo advice solution set to launch
ALLY SELBY  |  TUESDAY, 22 SEP 2020
... portfolio filters for customization, and will also offer clients investments through personal, joint, company, trust, super and SMSF accounts. Nucleus Wealth Fusion will also feature complete portfolio and investment management transparency, and the ...
ASIC puts SMSF auditors on notice
ANNABELLE DICKSON  |  MONDAY, 21 SEP 2020
The Australian Securities and Investments Commission imposed tougher registration conditions for two SMSF auditors following a slew of misconduct. William Krammer from Victoria and Yuk Wong from New South Wales have breached auditor independence and ...
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