Search Results | Showing 1 - 10 of 97 results for "SMSF clients" |
| | Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ... |
| | | ... to ASIC following a review of files from audit firms. ASIC said it had concerns that the financial statements for SMSF clients were prepared by the same firm that also conducted the audit, breaching auditor independence requirements. As a result, ASIC ... |
| | | ... Caddick's victims will recoup most of their funds, the lawyer spearheading the latest class action believes that SMSF clients should get all their money back. Michael Chapman, a director at Melbourne-based law firm Mackay Chapman, told Financial ... |
| | | ... it," he said. "Our new SMSF loan offering now provides mortgage brokers with a super smart approach for existing SMSF clients who aren't getting the sharpest solution from traditional SMSF lenders." According to Saoud, the offering's pre-approval ... |
| | | ... Adviser Report stated the proposed and recently implemented regulations have the potential to significantly impact SMSF clients. On average, SMSF advisers estimate the indexation of the transfer balance cap may affect one in three clients, and that the ... |
| | | ... Schaffer said. In terms of suitable clients, Schaffer highlighted a third of advisers are using managed accounts for SMSF clients and close to 40% use them for retirees. However, there is a change in demographics, with a third of managed account users ... |
| | | ... tax." There were fewer adviser enquiries to BT about SMSFs to which the company only said advisers may need to remind SMSF clients of their obligations as a trustee with regards to accepting personal super contributions from members. A trustee must acknowledge ... |
| | | ... seeing the value in and actively seeking professional advice." AUSIEX found the proportion of Millennial advised SMSF clients has also quadrupled in the past decade, and the average age of the principal contact on new SMSF trading account is down from ... |
| | | ... highly motivated to solve the real business problems faced by our accounting and adviser colleagues who work with SMSF clients. "Together, we'll keep doing that in a way that makes Heffron's deep technical expertise accessible, affordable, highly practical ... |
| | | ... sole director of QWL Pty Ltd in Sydney, Hopkins was found to have made 167 unauthorised transactions, impacting 13 SMSF clients, and to the tune of $2.93 million; used those funds for personal purposes; and made false representations to third parties ... |
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