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Showing 1 - 10 of 4816 results for %22Managed funds%22

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... Financial advisers must be mindful of the "legal uncertainty" that exists when applying the appropriate wholesale test on self-managed super funds (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex Sidoti ...

Bitcoin investing is on the rise, but more regulation is needed

ELIZA BAVIN  |  WEDNESDAY, 27 MAR 2024
... Caleb & Brown found Australia's crypto adoption was widespread, with individuals, and increasingly, sole traders, self-managed super funds (SMSF) and companies investing. Caleb & Brown said 80% of its customers belong to Gen-X or Baby Boomers, while ...

UniSuper appoints new head of fixed interest

ANDREW MCKEAN  |  TUESDAY, 26 MAR 2024
... first global ESG bond fund. Before Omega, he was the head of fixed interest at Vanguard Investments Australia, where he managed over $20 billion in assets and launched several new funds and strategies. Additionally, he served as acting chief investment ...

Funds SA recruits from LGT

JAMIE WILLIAMSON  |  MONDAY, 25 MAR 2024
... London where he spent seven years with LGT Wealth Management's IT team, most recently as head of technology. Prior, Boyley managed the IT services function for NEST, the UK's National Employment Savings Trust for six years. Now, he is returning to Adelaide ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
An Islamic financial services provider has launched an Islamic self-managed super fund (SMSF) solution for members of the Australian Muslim community who want to invest in property for their retirement in a way that is compatible with their faith. Meezan ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... Australian and New Zealand fund managers." Chan has been with Morningstar for just over ten years, having also worked in managed funds research and advisory in Australia for Macquarie and Lonsec. He said Michael Malseed and Simon Scott will provide day-to-day ...

ASIC bans Queensland financial adviser

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... 2023, while an authorised representative and responsible manager of Octillion Partner Pty Ltd, Rose recommended six self-managed superannuation fund (SMSF) clients to invest their superannuation in a financial product. ASIC found that Rose engaged in ...

ASIC extends ETF class order

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
... instrument extends the relief to issuers of all types of exchange traded funds (ETFs) and not only those that are passively managed and track an index. The class order allows relief that include exemptions for the equal treatment relief for responsible ...

Perpetual, Pendal combine multi-asset capabilities

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... the benchmark by close to 1% per annum. "The fund's small size means that it has high running costs and cannot be managed in a cost-efficient way," Pendal said. "We also consider that the fund has little prospect of significant growth in funds under ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
Uncertain market conditions in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed ...
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