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Showing 1 - 10 of 100+ results for "SMSF"

Adviser banned over early release scheme

JAMIE WILLIAMSON  |  WEDNESDAY, 3 AUG 2022
... Antonio Simeone is said to have recommended clients roll their superannuation our of their APRA-regulated funds and into an SMSF so they could invest in Administrative Incentivised Management Systems (AIMS), which he is a director of. He also then allowed ...

Class bolsters leadership with new general managers

CHLOE WALKER  |  TUESDAY, 2 AUG 2022
... and partners and as well building relationships and propositions for new customer segments. Hurley is a highly respected SMSF expert and entrepreneur with deep experience and well established SMSF industry relationships, Class said. In recent years she ...

Peter Burgess to become SMSFA chief executive

CHLOE WALKER  |  WEDNESDAY, 27 JUL 2022
Peter Burgess, the current SMSF Association deputy chief executive and director of policy and education, will take on the top job in March 2023. Burgess will succeed John Maroney who has been chief executive since May 2017. Burgess brings more than ...

HUB24 names new Class chief executive

JAMIE WILLIAMSON  |  MONDAY, 11 JUL 2022
The former group executive for retirement and investment solutions at MLC will soon become chief executive of SMSF administrator Class. Tim Steele will take over the top job on August 1, replacing HUB24 director of strategic development Jason Entwhistle ...

Findex promotes new regional partners

CHLOE WALKER  |  WEDNESDAY, 6 JUL 2022
... Ellis, Simon McGuirk, Voitek Biskup and Wayne Higgins. Sally McPherson was also promoted to associate partner within the SMSF division. "Findex employs almost 3000 people throughout Australia and New Zealand with over 100 offices - many in regional areas ...

ETF Securities launches fixed income options

CHLOE WALKER  |  TUESDAY, 5 JUL 2022
ETF Securities is expanding its product range with the launch of a US Treasury Bond fund and a USD high-yield corporate bond fund. The new funds are the ETFS US Treasury Bond ETF and ETFS USD High Yield Bond ETF (both currency hedged). ETF Securities ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
... 3605 advisers became inactive. In the same 12-month period, only 546 new advisers were registered. In the last six months, SMSF Advisers Network lost the most advisers for any AFSL at 285. It's also lost the most advisers in the last 12 months, shedding ...

July 1 super changes: Are you ready?

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
As we celebrate the 30th birthday of the Superannuation Guarantee, the new financial year brings with it plenty of changes to super. Here's what you need to know. From tomorrow, significant changes to superannuation and its surrounding legislation ...

SMSF client education a concern: Report

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
SMSF advisers are calling for more educational content as concerns around client education mount, according to a new report. Investment Trends' 2022 SMSF Adviser and Accountant Report shows advisers want more educational content to assist them in servicing ...

Squirrel Super to pay over false property claims

JAMIE WILLIAMSON  |  TUESDAY, 21 JUN 2022
... launched, Squirrel Super will pay $55,000 for claims made in marketing materials about investing in residential property. The SMSF administrator was found by the Federal Court to have distributed a brochure that featured false and misleading representations ...
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