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Showing 101 - 110 of 2552 results for "SMSF"

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... self-managed super funds (SMSFs) are behind a surge in the uptake of financial advice, according to a Vanguard/Investment Trends SMSF report. The report, while showing that adviser influence is growing in new SMSF set-ups, however, indicates that the ...

Vanguard Super leads in organic growth: KPMG

ANDREW MCKEAN  |  TUESDAY, 20 MAY 2025
Vanguard Super was the super fund with the highest organic growth rate in FY24, both in terms of assets under management (AUM) and membership, according to a KPMG report. CareSuper technically had the highest growth in AUM and membership, though this ...

Former adviser accused of theft loses lengthy extradition fight

JAMIE WILLIAMSON  |  FRIDAY, 16 MAY 2025
A former financial adviser now residing in New Zealand lost a bid to stop her from being extradited to Australia to face 136 charges related to the alleged theft of clients' retirement savings. Marion Joan Pearson, formerly based in Perth, is accused ...

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
The SMSF Association (SMSFA) is repeating calls for the government to address "catastrophic" flaws in its proposed superannuation tax. SMSFA chief executive Peter Burgess said the critical flaw in the proposed tax is its calculation of investment earnings ...

Panic selling of SMSF assets 'totally unnecessary'

ELIZA BAVIN  |  THURSDAY, 15 MAY 2025
SMSF Alliance principal David Busoli said panic selling of SMSF assets over concerns around the Albanese government's proposed 30% tax on superannuation assets over $3 million is "totally unnecessary" and urged people to "look at the facts". Busoli ...

Chalmers lays down the law on super tax

ELIZA BAVIN  |  WEDNESDAY, 14 MAY 2025
... and we haven't changed our approach to it," he said. The super industry has been pushing against the policy with the SMSF Association (SMSFA) saying the tax on unrealised gains "punished aspiration". "Let's be clear: taxing someone on paper gains ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs). A statement from Police NSW said ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
... at risk, including those who are farmers and small business owners that may keep their businesses and property within an SMSF. "They will likely be really challenged by this, and it may force sales of some of those assets in order for the tax bill on ...

Industry bodies call for delay to Payday Super

JAMIE WILLIAMSON  |  FRIDAY, 9 MAY 2025
... Australia, Financial Advice Association of Australia, Institute of Certified Bookkeepers, Institute of Public Accountants, SMSF Association and The Tax Institute. While legislation is yet to be enacted, Payday Super is slated for 1 July 2026 and designed ...

AUSIEX to acquire FIIG Securities

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
... income products via the FIIG platform," Salis said. "It will provide local institutions, financial advisers, family offices, SMSF and HNWIs with the most comprehensive investments trading and portfolio administration platform offering in the country." ...