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Showing 111 - 120 of 12064 results for "Member"

Canna Campbell slapped with $114k legal bill

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... were entitled to use the trademark for $60,000 without Ms Korolak 's licence." "As a licensed financial planner and member of Financial Advice Association Australia (FAAA), Ms Campbell is bound by a Code of Conduct to act with integrity, objectivity ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... said. Super funds have been able to provide intra-fund advice since 2013 and as they continuously invest in upgrading their member services infrastructure, an enhanced financial advice offering can leverage off these. KPMG partner Linda Elkins sees super ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
Demographic change, virtuous consumerism, the grandparent economy, AI acceleration, and social reconnection are the five megatrends shaping the future of SMSF and financial services businesses, according to McCrindle Research principal Mark McCrindle. ...

ESSSuper welcomes strategy lead

ELIZABETH FRY  |  FRIDAY, 23 FEB 2024
ESSSuper, the fund for emergency services and Victorian government employees, has hired a former UniSuper staffer as head of strategy and insights. Rosalyn deVries is taking up a senior leadership position that will be pivotal in shaping the asset owner's ...

How will Division 296 Tax impact farmers?

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
RSM Australia director of SMSF services Katie Timms says farmers will be disproportionately impacted by the government's draft legislation Division 296 Tax. Commenting on the future of farming property at the SMSF Association Conference, Timms said ...

Proposed super tax requires perspective: Expert

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
Members must look beyond the "doom and gloom" of the superannuation tax leaping from 15% to 30% and not be scared off from using SMSFs as an alternative retirement savings vehicle, according to an expert. Presenting at the SMSF Association National ...

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
Insignia Financial's share price is up some 12% after it posted a marginal increase in underlying profit and reported all its strategic priorities being on-track. The wealth giant has reported underlying net profit after tax (NPAT) of $95.5 million ...

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
Shadow treasurer Angus Taylor slammed the proposed doubling of superannuation tax to 30%, saying it is a blatant attack on Australians' wealth. Addressing day two of the SMSF Association National Conference at the Brisbane Convention and Exhibition ...

Teals will push for super tax indexation: Burgess

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
The SMSF Association has confirmed it likely doesn't have enough senators on its side to block the proposed $3 million superannuation tax, but Teal independents intend to force an amendment ensuring it is indexed. Providing a legislative and technical ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... more than $1 billion since closure. "This potentially indicates that the trustees or advisers did not sufficiently support member decision making." The 12 options that failed to meet their stated benchmark by the greatest margins were all available on ...