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| | | ... exceed $3 million with its proposed Division 296 Tax. Already, Timms said SMSFs holding farmland property are considering the best options to either transfer the land or restructure investments to factor in a tax that may require payment in years of ... |
| | | | ... the Corporations Act concerning self-managed superannuation fund advice. The regulator said that Jaidka didn't act in the best interests of his clients when providing financial product advice, as evidenced by his inadequate consideration of their specific ... |
| | | | ... retirement. We need policies and deliver choice, informed options, and the advice and adviser network to deliver the very best outcomes in retirement. Self-managed super funds are an integral part of that choice," he said. "Self-managed super was a key ... |
| | | | ... was to continue investing in the underperforming option in one way or another. Eleven files demonstrated breaches of the best interests duty and appropriate advice obligation, primarily in relation to the underperforming product, including no explanation ... |
| | | | ... Super chief executive Kate Farrar said what the QAR ultimately means is Australians having better outcomes and accessing the "best possible retirement." "What I think you will see in the APRA sector is a whole lot more advice delivered [in a way] that ... |
| | | | ... they want. Finally, the use of annuities for members or cohorts of members should not be mandated, it said; "Trustees are best placed to create investment strategies for their members." "SMC supports retirement solutions that balance the risk of money ... |
| | | | ... high-quality business with a strong team and excellent customer base, and we look forward to bringing them access to the best of ANZ, including our platforms and technology," Elliott said. "We strongly believe that the acquisition presents significant ... |
| | | | ... more importantly, many of these same chief investment officers still believe that private equity, not private credit, is the best way to efficiently compound capital over a longer-term horizon." On the other end of the spectrum, chief investment officers ... |
| | | | ... it intends to defend the action in the Federal Court. "As a profit-to-member fund, Rest has at all times focussed on the best financial interests of members," the spokesperson said. "Rest's group insurance cover is and has always been designed to meet ... |
| | | | ... Blake Briggs said there is significant risk for the government if it tries to convince Australians that politicians know best in determining which retirement products they should use. More than three quarters of respondents (76%) will likely seek advice ... |
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