Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 97 results for "SMSF clients"

intelliflo adds SMSF cashflow modelling capabilities

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
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 ...

ATO refers SMSF auditors to ASIC

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... 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 SMSF clients should recoup all funds: Lawyer

KARREN VERGARA  |  FRIDAY, 15 DEC 2023
... 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 ...

Pepper Money launches SMSF loan offering

CASSANDRA BALDINI  |  MONDAY, 23 OCT 2023
... 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 ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... 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 ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
... 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 ...

BT answers advisers' top tax time questions

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
... 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 ...

SMSF establishments on the rise

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
... 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 ...

Heffron adds head of product

JAMIE WILLIAMSON  |  THURSDAY, 21 APR 2022
... 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 ...

Former adviser banned after super theft

JAMIE WILLIAMSON  |  FRIDAY, 17 SEP 2021
... 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 ...
PREVIOUS
NEXT