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AUTHOR | No. of articles: 1834

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News

Paradigm acquires SMSF advice firm

09 October 2014 • Hits: 3316
Melbourne-based advice boutique Paradigm Wealth Management has acquired a former competitor which specialises in advice ... READ MORE

News

SMSF trustees not a 'law unto themselves'

07 October 2014 • Hits: 3634
The responsibilities of SMSF trustees to all fund members are often misunderstood and unappreciated by their critics, sa ... READ MORE

News

CMC Markets announces mobile trading apps upgrade

07 October 2014 • Hits: 4851
With SMSFs in mind, online trading platform CMC Markets has upgraded its mobile trading applications. READ MORE

News

NAB fined over misleading PDS

02 October 2014 • Hits: 3371
NAB has paid $10,200 in penalties after ASIC found it potentially misled investors in a PDS for the NAB Annuity Term Dep ... READ MORE

News

Chan & Naylor signs mortgage broking JV

02 October 2014 • Hits: 3354
SMSF advice and accounting group Chan & Naylor has announced it has signed a joint venture agreement with a mortgage ... READ MORE

News

Licensee acts on ASIC’s SMSF advice concerns

01 October 2014 • Hits: 3661
A Melbourne-based AFSL holder has agreed to address ASIC concerns relating to advice provided to some clients about SMSF ... READ MORE

News

SPAA slams hypocritical SMSF naysayers

30 September 2014 • Hits: 4103
The SMSF Professionals’ Association of Australia has said those who are critical of SMSF asset allocation should “lo ... READ MORE

News

Admin provider warns on senior health card ‘risk’

30 September 2014 • Hits: 4170
One SMSF admin provider has reiterated warnings that SMSF members are in danger of missing out on their Commonwealth Sen ... READ MORE

News

OneVue and IMAP team up on managed accounts

29 September 2014 • Hits: 3389
SMSF service provider OneVue has renewed its sponsorship of the Institute of Managed Account Providers (IMAP). READ MORE

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