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Showing 991 - 1000 of 2558 results for "SMSF"

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
... Wealth Management and Hunter Green. Overall, the largest licensees are AMP Financial Planning, Charter Financial Planning, SMSF Advisers Network, Commonwealth Financial Planning, Count Financial, Westpac, GWM Adviser Services, Morgans Financial, NAB ...

More time needed for TBAR transition: SMSFA

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
The SMSF Association is calling on the Australian Taxation Office to give SMSF trustees more time to adjust to the new Transfer Balance Account Report requirements, echoing member sentiment. In its submission to the ATO's Transfer Balance Cap and SMSF ...

Multi-member SMSFs shun risky investments: Research

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
... research. A joint report from SuperConcepts and the University of Adelaide's International Centre for Financial Services reveals SMSF funds with more members tend to shun riskier equity markets and invest more heavily in cash, a lower risk asset class ...

Lower returns but higher balances for SMSFs

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... achieving their retirement goals with the amount needed to afford a comfortable retirement jumping 17%. Latest research from the SMSF Association and Accurium demonstrates that a 65-year old SMSF couple now requires $824,000 - up from $702,000 - to afford ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
... estate planning documentation via an online portal and, if legal guidance is needed, clients can engage a lawyer versed in SMSF, company, estate planning and succession planning law. Further, Centrepoint and Topdocs are collaborating to deliver professional ...

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... and wealth accounting software. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, and Super Know How, a specialist superannuation service provider, also joined forces ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... through a direct portfolio across Australian and international shares. This commonly used with sophisticated clients with an SMSF or have more than $500,000 to invest. The group runs a portfolio construction tool that allows advisers to build individual ...

Hands off super: SMSFA

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
... especially changes to taxation settings, to allow members to have confidence in the system and make long-term savings plans," SMSF Association chief executive John Maroney said. "To achieve this critical outcome for the system, it's imperative for the ...

Adviser, SMSF demand driving LIC growth

KARREN VERGARA  |  FRIDAY, 8 SEP 2017
Financial advisers and self-managed super funds are helping drive the strong demand for listed investment vehicles offering wider asset classes and a more diversified portfolio, according to a MinterEllison report. The Australian listed investment companies ...

Millennial SMSFs making impact

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
... augurs well for the future, presenting a potentially lucrative business proposition for financial advisers. The latest CommSec SMSF Trading Trends Report shows millennials now represent the fastest growing segment within all active investors, with 50% ...