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Showing 101 - 110 of 1390 results for "SMSFS"

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
... could be the biggest losers under Division 296. "Our research shows the proposed tax could significantly challenge Class SMSFs with high balances, with Class members facing on average just under $50,000 in additional tax liability," he said. "This could ...

Remara launches real estate strategy

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
... the country," Remara managing partner Andrew McVeigh said. The fund targets family offices, institutional investors, and SMSFs. McVeigh said it provides a way to minimise the risk in capital access, planning decisions, migration and building supply chain ...

Arrowpoint launches new fund

ELIZA BAVIN  |  WEDNESDAY, 18 SEP 2024
Arrowpoint Capital has launched a new private debt fund targeting high-net-worth investors, super funds and SMSFs. It said the decision to launch the fund came from increased demand for capital from businesses outstripping supply. "The supply of capital ...

Melbourne adviser sentenced to 18 months' prison

ELIZA BAVIN  |  FRIDAY, 6 SEP 2024
... February 2015 and 12 March 2015, when he transferred funds between two of his clients' self-managed superannuation funds (SMSFs) to three separate companies of which he was the sole director. Grimm admitted each of the companies, Thrive Lending, Trade ...

Former adviser cops 12 years' imprisonment

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... clients concerning the true nature of their investments. In some instances, he took money from their self-managed super funds (SMSFs) without their knowledge or consent. He advised his clients their money was in the Australian Diversified Sector Investment ...

Independent MPs call for super reforms

ELIZA BAVIN  |  WEDNESDAY, 14 AUG 2024
... accommodate technical limitations in large APRA-regulated funds, when the overwhelming majority of these high balances are in SMSFs that could easily calculate their actual earnings and associated tax." The independent MPs said the government should ...

Choice products require fairer framework: FSC

KARREN VERGARA  |  TUESDAY, 6 AUG 2024
... decreased flexibility to achieve members' desired outcomes. Given that broad Choice products or wraps are similar to SMSFs, the FSC suggested to apply a performance test on the asset managers of the investment option against a benchmark potentially ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... recently been more independent from the increasing activity of internet research and conversations in the decision to set up SMSFs, resulting in a declining engagement rate with investment advisers - particularly in the areas of pension strategies and ...

The most popular fund types launched in Australia

ANDREW MCKEAN  |  WEDNESDAY, 17 JUL 2024
... private wealth groups. He also expects a continued rise of ETFs, which are easily accessible products for investors, and SMSFs.

New NALE rules, AFCA's super powers passed

KARREN VERGARA  |  THURSDAY, 27 JUN 2024
... and approved deposit fund (ADFs). Self-managed funds and small APRA-regulated funds, however, are not fully exempt. For SMSFs and small APRA-regulated funds, the new legislation means the amount of NALI taxed at the highest marginal tax rate is twice ...