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Showing 111 - 120 of 1381 results for "SMSFs"

ASIC bans Queensland financial adviser

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... Prior to Octillion Partners, Rose was licensed through MyPlanner Professional Services and was not able to provide advice on SMSFs. According to the ASIC Financial Adviser Register, while at MyPlanner, he failed to meet the annual CPD requirements. MyPlanner ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
Uncertain market conditions in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... more than 20 years. They offer strategic advice, specialising in superannuation, retirement planning, aged care solutions, SMSFs and risk insurance. Tailored Lifetime Solutions director David Kelsey said the decision to partner with Count was driven ...

ASIC succeeds in conflicted remuneration case

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... remuneration provisions. ASIC's case alleged that SMSF Club advised its clients to set up self-managed superannuation funds (SMSFs) to buy real property marketed by real estate agent Positive RealEstate. ASIC alleged that between December 2013 and ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... scenario modelling, offering increased flexibility in modelling strategic advice for individuals, companies, trusts, and SMSFs. Additionally, GBST ushered in an "electronic consent capture" to enhance efficiencies without compromising compliance or raising ...

DASS settlement pending court approval, victims urged to claim

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
... Dixon Advisory will remain a member of AFCA after 8 April 2024. It is therefore probably now or never for the remaining SMSFs who have not yet lodged complaints." The CSLR officially opens on April 2. Jo-Anne Bloch has been appointed to chair the sch ...

Super assets reach $3.7tn

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
... billion. There are now 108 APRA-regulated entities with more than six members, dwindling down from 116. There were 614,705 SMSFs at the end of December, growing 3% during the period. Super funds with more than six members reported a rate of return (ROR) ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... Another simple method is making use of the Australian Taxation Office's (ATO) "fantastic documents" and tools for advisers and SMSFs available in PDF format on its website. "Issue them to your clients every now and then," Bobbin urged, adding that many ...

How will Division 296 Tax impact farmers?

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... individuals with superannuation balances that exceed $3 million with its proposed Division 296 Tax. Already, Timms said SMSFs holding farmland property are considering the best options to either transfer the land or restructure investments to factor ...

Proposed super tax requires perspective: Expert

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... 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 Conference ...