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Showing 41 - 50 of 4955 results for "Association"

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
... retirement savings than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference in Brisbane, Hurley cited new research by Class, which found that Gen X and Millenials represent 74.6% of ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... "professional judgment", as the regulator flags serious instances of misconduct it wants to curb. At the annual SMSF Association National Conference, ASIC senior executive leader for financial advice and investment management Leah Sciacca warned financial ...

ATO cracks down on illegal early SMSF access

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... targeting new entrants to the sector who are the main culprits. New analysis from the tax office released at the SMSF Association National Conference reveals that 66% of the illegal early access relates to individuals who are entering the system with ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
The SMSF Association announced that Scott Hay-Bartlem has been reappointed as its chair and will serve another two years. Hay-Bartlem joined the association as a director in July 2019 and was appointed chair in February 2022. With a background in law ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... uplift outcomes in the retirement phase for all Australians, industry experts say. The first day of the annual SMSF Association National Conference at the Brisbane Convention and Exhibition Centre (BCEC) this morning discussed the Quality of Advice Review's ...

Superannuation fund returns underperformed SMSFs: Research

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
... University of Adelaide's International Centre for Financial Services (ICFS) research, commissioned by the SMSF Association, noted that the 4.1% margin marks the widest gap recorded in six years. Moreover, the analysis of 394,000 SMSFs, covering 67% ...

AMP chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
... Australia Holdings, and the Australia-Japan Foundation, and previously served on the board of Australian Financial Markets Association. "During my tenure as chair, AMP has undergone a significant transformation to set the company up for a sustainable ...

Conference to address major SMSF issues

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
... excelling in as well as learn about critical issues affecting the sector from a suite of experts, according to the SMSF Association (SMSFA). Heffron SMSF Solutions managing director Meg Heffron will be taking part in a panel at the annual SMSFA conference ...

ASIC chases 757 adviser registrations

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
... civil penalty provision. Phil Anderson, the general manager policy of advocacy and standards at the Financial Advice Association Australia (FAAA), told a recent Financial Standard podcast that the most important aspect about the new regime is that advisers ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
The SMSF Association is urging the wealth management sector to embrace learning opportunities at this year's National Conference, particularly as major reforms such as the $3 million superannuation tax changes loom. The SMSFA will host its flagship ...