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Showing 121 - 130 of 1197 results for "Brisbane"

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... clients but as early as the onboarding process. Bobbin told delegates on day three of the SMSF Association Conference in Brisbane that this involves reassessing their client communication tools. "Because this is setting you up to potentially to walk ...

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... is a blatant attack on Australians' wealth. Addressing day two of the SMSF Association National Conference at the Brisbane Convention and Exhibition Centre this morning, Taylor labelled the tax changes for super balances greater than $3 million as ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
... before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference in Brisbane, Hurley cited new research by Class, which found that Gen X and Millenials represent 74.6% of all new SMSF establishments. ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... director in July 2019 and was appointed chair in February 2022. With a background in law, he is a currently a partner at Brisbane-based Cooper Grace Ward, where he has worked since 1993. He specialises in advising on tax, superannuation, structuring ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... phase for all Australians, industry experts say. The first day of the annual SMSF Association National Conference at the Brisbane Convention and Exhibition Centre (BCEC) this morning discussed the Quality of Advice Review's (QAR) potential to transform ...

MA Financial splurges on 13th marina

CHLOE WALKER  |  THURSDAY, 15 FEB 2024
... purchased Queensland's East Coast Marina for $33 million, expanding its Marina Fund. The East Coast Marina, located in Brisbane's Manly harbour, consists of 330 berths, dry storage for 240 vessels, 595 square metres of commercial buildings and a 160-vehicle ...

Conference to address major SMSF issues

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
... managing director Meg Heffron will be taking part in a panel at the annual SMSFA conference, which will be held at the Brisbane Convention and Exhibition Centre (BCEC) between February 21 and 23. Heffron told Financial Standard that APRA-regulated super ...

Prime to acquire boutique fund manager

KARREN VERGARA  |  MONDAY, 12 FEB 2024
... $4.5 million. The ASX-listed firm entered into an agreement to buy Altor Capital which has a staff of seven based in Brisbane. Prime will pay an initial consideration of $1.5 million but a purchase price not exceeding $4.2 million payable. This is subject ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... as major reforms such as the $3 million superannuation tax changes loom. The SMSFA will host its flagship event at the Brisbane Convention and Exhibition Centre (BCEC) between February 21 and 23, with this year's theme urging the super and financial ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... specifically separately managed accounts (SMA). Founded in 2018, it now has 24 staff members based in Sydney, Melbourne, Brisbane, and New York. Evidentia founder and chief executive Peter Smith said: "Scarcity Partners brings long-term, supportive ...