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Showing 1271 - 1280 of 2562 results for "SMSF"

Advice firm made to take specialist SMSF training

ALEX BURKE  |  THURSDAY, 31 MAR 2016
ASIC has requested all advisers in an SMSF advice firm complete specialist training following an investigation. CMH Financial Group was found to have provided advice that, in the regulator's view, "did not demonstrate that the advice provider had acted ...

SMSFA calls for concessional caps flexibility

KERRIE SYDEE  |  TUESDAY, 29 MAR 2016
The SMSF Association has called for changes to concessional caps to allow Australians to carry forward unused concessional contribution cap amounts and contribute to their superannuation when their circumstances allow. In its 2016 Budget submission ...

SMSFs winning over younger Australians

MARK SMITH  |  WEDNESDAY, 23 MAR 2016
... 55 as they approach retirement. People aged 24-35 represented 11.8% of new fund establishments, but only 3.4% of the total SMSF segment. SMSFs are also very popular among those aged 35-44. This cohort represents 30.2% of new establishments but only 11.3% ...

IMF Bentham announces $30m bond issue

KERRIE SYDEE  |  WEDNESDAY, 23 MAR 2016
... the launch of a bond issue of $30 million to be made available to wholesale investors such as institutional, private and SMSF investors. Arranged by FIIG Securities, the four year and three month fixed rate senior secure issue will pay a fixed rate of ...

Kaplan and SMSFA launch postgrad qualification

DARREN SNYDER  |  TUESDAY, 22 MAR 2016
... offering with the addition of a graduate certificate in SMSFs. The qualification will be delivered in partnership with the SMSF Association. As part of the qualification, individuals will explore behavioural finance to better understand investment decision-making ...

July 1 will end the "amateur" SMSF era

ALEX BURKE  |  MONDAY, 21 MAR 2016
New entry and licensing requirements for SMSF auditors and accountants from July 1 will likely result in many funds being wound up, according to industry consultant John Wiseman. Wiseman noted that, as at December 2015, SMSFs represented 30% of the ...

Industry reacts to super objective

ALEX BURKE  |  THURSDAY, 10 MAR 2016
... Enshrining the objective of superannuation in law is a very positive step for building and maintaining confidence in the system." SMSF Association managing director Andrea Slattery said she had been a "strong advocate of this important policy initiative ...

QSuper takes industry leap with retirement incomes

DARREN SNYDER  |  TUESDAY, 8 MAR 2016
QSuper is leveraging its scale as one of the country's largest superannuation funds to offer accumulation members a bonus should they keep post-retirement savings at the $60 billion industry fund. As thousands of its members near retirement, Queensland's ...

Managed fund allocations jump

MARK SMITH  |  MONDAY, 7 MAR 2016
... have jumped to record levels while fewer investors are holding shares directly, according to data OneVue has pulled from its SMSF platform. OneVue's survey for the December 2015 quarter found that investment in managed funds (unitised trusts) by trustees ...

Reducing concessional contribution caps would hurt: SMSFA

DARREN SNYDER  |  THURSDAY, 3 MAR 2016
SMSF Association chief executive Andrea Slattery said any political move to reduce the ability for people to make pre-tax superannuation contributions would unfairly hurt generations X and Y "who have not had the opportunity to build their superannuation ...