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

Search Results

Showing 41 - 50 of 97 results for "SMSF clients"

CGT top of adviser minds

KARREN VERGARA  |  TUESDAY, 11 APR 2017
... said during the March quarter advisers were most keen to identify how CGT relief will be applied to retail super and SMSF clients. This was followed by pre and post-tax super contributions, and the work test rules. Howard explained CGT relief measures ...

ASIC bans Sydney adviser

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
... for three years by ASIC. Keira Jane Keegan, a former representative of Protect Ensure, was banned for recommending SMSF clients invest in financial products issued by Protect Ensure. Keegan was a representative of the group from November 2013 to December ...

Class joins forces with bank

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
... "HSBC is pleased to be working with Class to bring a much needed and simple foreign exchange account solution for SMSF clients and accountants," Ellis said.

SMSFs encouraged to embrace fintech

DARREN SNYDER  |  FRIDAY, 25 NOV 2016
... perspective, in the post-FOFA fee for service world the pressure is already there to demonstrate real value when servicing SMSF clients. Fintech presents an opportunity for advisers to provide SMSF and High Net Worth (HNW) clients with an alternative ...

SuperConcepts and DomaCom align

DARREN SNYDER  |  FRIDAY, 18 NOV 2016
... investments for the September 2016 quarter and the addition of the DomaCom fund will provide an innovative solution for our SMSF clients with an appetite for property investment." DomaCom chief executive Arthur Naoumidis said: "One of our goals in establishing ...

Ostrava wound up, directors banned

KERRIE SYDEE  |  FRIDAY, 2 SEP 2016
... including a number of breaches of financial services laws by the companies and Grim in his role as financial adviser to SMSF clients. The court found that Ostrava Equities and Grimm had engaged dishonest conduct by charging unauthorised fees to clients. ...

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... accountants and financial advisers were evolving and there will be an ongoing challenge for advisers to find and retain new SMSF clients. "What we're seeing in the market, and reflected in this research, is accountants who already have deep SMSF relationships ...

Stockspot and Class form data deal

DARREN SNYDER  |  TUESDAY, 2 AUG 2016
... from Stockspot to Class Super will save accountants hours of analysis and administration work at tax time for their SMSF clients." "Stockspot's highest growth portfolio has returned over 8% per annum since 2014. We expect SMSFs will be one of our largest ...

FirstWrap launches cash management solution

KERRIE SYDEE  |  WEDNESDAY, 8 JUN 2016
... a clients' cashflow, we're enabling advisers to spend less time on admin and more time working with investors and SMSF clients on their investment strategies," Chun said.

SMSF accountants seek investment product knowledge

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
... funds and ETFs are the top products where accountants want more information and education before recommending them to SMSF clients. The Investment Trends 2016 SMSF Accountant Report said only 1000 accountants have obtained either a full or limited Australian ...