Search Results | Showing 131 - 140 of 2370 results for "SMSF" |
| | | ... start the new role on January 1, taking over from Ron Lesh who will continue as managing director. Tramontana joined the SMSF provider in 1997 as a member of the support team and has since held various positions including general manager. Lesh explained ... |
| | | | ... that today services some 12,000 Australian advisers. Outside of his Vanguard tenure, Bowerman served on the board of the SMSF Association, founded the FSC ETF working group and co-authored Wealth of Experience with Duffield. Vanguard Australia managing ... |
| | | | The SMSF provider released an electronic lodgment of the company tax return in its investment portfolio software solution, Simple Invest 360. Simple Invest 360 is an end-to-end investment portfolio management solution for companies, individuals and ... |
| | | | ASIC has updated guidance on SMSF advice, deciding to remove $500,000 as an indicator of the "appropriateness of advice" to establish a SMSF. ASIC hasn't opted to nominate a minimum threshold but said fund expenses are proportionality higher, and net ... |
| | | | ... and Count Financial at 15%. JBWere has the highest proportion of advisers with a Bachelor's degree at 88%, followed by the SMSF Advisers Network (75%) and Morgans Financial (70%). The median across all AFSLs was 57%. As for the AFSL with the most advisers ... |
| | | | ASIC has acted against six self-managed superannuation fund (SMSF) auditors for breaches of independence requirements and auditing standards. Between June 29 to September 30, ASIC disqualified three SMSF auditors from being registered, imposed additional ... |
| | | | ... SMSFs that had greater than 90% of their assets backed by an LRBA. But, while LRBA assets are making up a larger share of SMSF portfolios, SMSF borrowing proportion of total SMSF assets has remained largely stable and leverage ratios have decreased. ... |
| | | | Roy Morgan's Superannuation Satisfaction report shows an overall decline in super fund satisfaction, but several funds have bucked the trend. The report said that overall, funds scored a satisfaction rating of 67.9% in September 2022, a decrease ... |
| | | | ... Although these fund executives formed a consensus, other industry leaders remain resolutely opposed to a cap on super balances. SMSF Association chief executive John Maroney said: "We do not and have never supported a cap on superannuation balances." ... |
| | | | ... Despite these dampened metrics, Rainmaker Information executive director of research and compliance Alex Dunnin said that the SMSF segment is still a huge pool of capital, particularly for fund managers able to attract it. "While equities, property and ... |
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