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Showing 101 - 110 of 2366 results for "SMSF"

SMSFs weather market storms: Report

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
A joint research venture between the SMSF Association and the University of Adelaide's International Centre for Financial Services (ICFS) has found SMSFs outperformed the APRA-regulated fund sector during the 2020 market contraction but underperformed ...

ATO keeping tabs on SMSF early access, tax avoidance

KARREN VERGARA  |  FRIDAY, 21 APR 2023
... early access. "Unfortunately, we are seeing an increasing number of trustees taking advantage of their direct access to their SMSF bank account and they are using this money to pay for items such as business debts and personal expenses," he said. Illegal ...

Superannuation changes limit tax benefits for top earners: ASFA

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
According to an ASFA report, the government's proposed superannuation changes will improve equity by curbing tax benefits for high-income earners. The introduction of higher taxation for balances exceeding $3 million is projected to lead to a 9.5% ...

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
Neil Sparks will become the new head of membership and corporate development for the SMSF Association, effective May 1. Sparks currently serves as head of policy and technical services at BT, a tenure he has held for over 15 years. As a fellow of the ...

SuperConcepts integrates with Smarter SMSF platform

ANDREW MCKEAN  |  THURSDAY, 13 APR 2023
SuperConcepts has joined forces with Smarter SMSF, integrating SuperMate and the documentation platform for streamlined SMSF administration. SuperConcepts chief technology officer Andy Forbes and Smarter SMSF chief executive Aaron Dunn said the integration ...

Franking credit changes could backfire: SMSF Association

ANDREW MCKEAN  |  WEDNESDAY, 12 APR 2023
The SMSF Association is concerned over proposed laws that will impact franking credits for distributions funded by capital raisings. In a submission to the Senate Economics Committee, due to report on May 26, the SMSF Association said that amendments ...

Curbing super tax breaks for the wealthy: Consultation opens

ANDREW MCKEAN  |  MONDAY, 3 APR 2023
... while impacting a disproportionate share of superannuation savings. Following the release of the consultation paper, the SMSF Association (SMSFA) expressed cautious optimism. SMSFA chief executive Peter Burgess said there are various items included in ...

Fund manager acquired by US fintech

JAMIE WILLIAMSON  |  THURSDAY, 30 MAR 2023
A local investment management boutique is to be bought by GoLogiq, marking its entry into the Southeast Asian funds management market. GoLogiq, which provides fintech and data analytics, acquired 100% of West Australia-based Bateau Asset Management. ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... control of their financial future - whether that's through directly investing their savings or establishing their own SMSF," he said.

Risk clients, practices worth more: Radar Results

CASSANDRA BALDINI  |  TUESDAY, 28 MAR 2023
... before interest and taxes of $2 million. Radar Results said accounting fees can include self-managed superannuation fund (SMSF) admin fees, these annual administration fees may be between $3000 to $4000 per SMSF account, including the auditing and tax ...