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Showing 1081 - 1090 of 2558 results for "SMSF"

Opposition floats SMSF borrowing ban

EMMA RAPAPORT  |  FRIDAY, 21 APR 2017
... years. Allowing this to continue would increase risk in the superannuation system and crowd out more first home owners." The SMSF Association has hit back against the policy, saying that there is little or no evidence that the use of limited recourse ...

New portal advances SMSF advice

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
Financial advisers can now manage the entire needs of SMSF clients through a new purpose built, cloud-based solution. Queensland-based financial services firm Quill Group has developed a new low-cost portal to enable advisers to establish a new SMSF ...

Elder financial abuse requires education

KARREN VERGARA  |  TUESDAY, 18 APR 2017
The SMSF Association believes preventing elder financial abuse requires increased education for trustees and advisers, not stricter legislation. The dangers emerging from an ageing population and cognitive decline makes elderly superannuation fund members ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... Report 2016 shows imminent release of new planning applications will feature automated strategic and investment advice, and SMSF and superannuation intra-fund advice. "Automation will disrupt the comprehensive advice model and replace it with a package ...

CGT top of adviser minds

KARREN VERGARA  |  TUESDAY, 11 APR 2017
... Howard 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 ...

Super reforms will drive advice demand

KARREN VERGARA  |  TUESDAY, 4 APR 2017
The complex and ongoing changes to superannuation will drive individuals to seek advice, IOOF head of technical services Martin Breckon says. Breckon, who was recently appointed to the role, said he welcomed the government's superannuation reforms and ...

Need for SMSF specialists growing

JAMIE WILLIAMSON  |  TUESDAY, 4 APR 2017
Financial advisers must adapt self-managed superannuation offerings if they wish to keep up with the new generation of SMSF investors, as the latest insight from Commonwealth Bank and the SMSF Association demonstrates an increased need for SMSF specialists. ...

Advice dealer group expands network

KARREN VERGARA  |  MONDAY, 3 APR 2017
... Elders in 2017. Saltbush provides business succession planning advice, that incorporates business and personal, as well as SMSF insurance advice. Elders Financial Planning general manager Tony Beaven said the addition will enhance Elders' existing advice ...

AMP reshapes advice businesses, appoints MD

ALEX BURKE  |  FRIDAY, 31 MAR 2017
... Thomas as managing director of Hillross; Neil Swindells as managing director, Charter; Chris Digby as managing director of SMSF advice and Jigsaw; and Dave Akers as director, channel strategy and services. Akers will oversee the new channel strategy ...

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... allocations amid continuing market volatility, the latest statistics from AMP Capital show. AMP Capital's Black Sky Report shows SMSF trustees expect a 10.9% return on their portfolio this year, and 18% of trustees have made changes to position their ...