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Showing 1021 - 1030 of 2558 results for "SMSF"

Melbourne to host SMSF expo

KARREN VERGARA  |  MONDAY, 7 AUG 2017
Melbourne will host the Self-Managed Super Fund Expo next year, bringing together critical players in the SMSF space. New clients considering setting up an SMSF will have the chance to meet superannuation service providers, trustees and industry experts. ...

SMSF auditors merge

EMMA RAPAPORT  |  TUESDAY, 1 AUG 2017
... leading self-managed superannuation fund auditors have announced their intention to merge. ASF Audits, an Adelaide-based SMSF Auditor with more than 20 years' experience working with financial advisers, will merge with Super Auditors - a Newcastle based ...

easyMarkets launches SMSF tool, appoints MD

EMMA RAPAPORT  |  MONDAY, 31 JUL 2017
Growing SMSF investor demand for institutional-grade investment training has led a global markets brokerage to launch a new tool. The SMSF Active Traders Group, operated by easyMarkets, equips SMSF trusses with strategies, methodologies and the risk ...

DomaCom to ease issue of retirement funding

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2017
Fractional property investment platform DomaCom has signaled a move into reverse mortgage lending, confirming it is developing a senior equity release product to be available before 2018. In its quarterly update DomaCom outlined its plans for a senior ...

The challenges of modern estate planning

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
Ageing populations giving rise to an increasing number of blended families will drive up complexity in estate planning, according to Bartier Perry Lawyers executive lawyer Chris Tsovolos. Speaking at the inaugural Financial Standard Best Practice Forum ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
A former National Australia Bank executive has joined Equity Trustees as its new general manager of charitable trusts and philanthropy. Jodi Kennedy joins the firm's trustee and wealth services division from NAB where she was head of community engagement ...

Ignition Wealth launches SMSF appropriateness tool

ALEX BURKE  |  FRIDAY, 21 JUL 2017
... help financial advice clients determine their suitability for establishing a self-managed super fund. The Ignition Wealth SMSF Appropriateness Tool educates clients as to the responsibilities involved in running an SMSF along with the potential issues ...

ASIC audits limited AFSLs

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
... information, ASIC said, adding some licensees were uncertain about providing documents, in particular a statement of advice to SMSF clients. Licensees told ASIC they were actively seeking training and assistance on a number of aspects of the regime to ...

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... three years after the corporate regulator found he had advised four clients to establish a self-managed superannuation fund (SMSF) and use limited recourse borrowing arrangements (LBRAs) to fund the purchase of real property. This advice was deemed by ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... management and reporting automated by the solution. "Clients enjoy a customised, transparent investment experience but without the SMSF price tag. From an adviser perspective the process is very easy, as it uses our existing cloud-based portfolio management ...