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Showing 1471 - 1480 of 2560 results for "SMSF"

BT adds managed funds to platform

LAURA MILLAN  |  THURSDAY, 19 MAR 2015
... months BT Panorama will expand its offering to include an extensive range of managed funds, individual equities, a complete SMSF capability and advanced portfolio management and modelling tools for adviser and dealer groups." He added that BT has worked ...

SMSF growth driven by investor satisfaction

ALEX BURKE  |  FRIDAY, 13 MAR 2015
The relative level of satisfaction with self-managed super fund (SMSF) performance is a likely driver for SMSFs' continued growth and significant market share, according to Roy Morgan Research. Roy Morgan's findings are based on a survey of 15,084 superannuation ...

AMP practice to pay $10,200 penalty

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
... difficulties. It also found that the article misrepresented the taxation implications of self-managed superannuation funds (SMSF) compared to major retail and industry superannuation funds, by giving the impression that certain tax benefits only apply ...

ASIC bans Charterhill director from financial services

ALEX BURKE  |  WEDNESDAY, 11 MAR 2015
Charterhill Group founder and director George Nowak has been banned by ASIC from practicing financial services until 3 July 2017. The grounds for the ban are that Nowak is an undischarged bankrupt, having applied for personal bankruptcy in July 2014. ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... their desire to retain control over their investments - which is perhaps unsurprising given the significant overlap with the SMSF sector. "When you get to the advanced stage of a market, a lot of people feel that they can do it on their own," said Hamilton ...

Spring lists on ASX

MARK SMITH  |  TUESDAY, 10 MAR 2015
Spring Financial Group has officially listed on the Australian Securities Exchange. According to the ASX, the company raised approximately $4,450,000 in its initial public offering. Spring provides financial planning, wealth management, insurance, superannuation ...

BGL and CoreLogic launch SMSF property tool

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
... automation and integration BGL has built with CoreLogic RP Data," Lesh added. "These services greatly improve our clients' SMSF processing efficiency and greatly assist with the preparation of their SMSFs for audit".

Punitive excess contributions tax removed

MARK SMITH  |  MONDAY, 9 MAR 2015
... 15% tax offset is then passed on to the superannuation fund member as compensation for tax paid on the investment earnings. SMSF Association chief executive and managing director Andrea Slattery was among the first to welcome the result, describing it ...

IGR proves current welfare level is unsustainable: FSC

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
... economy's productive capacity with $35 billion in unlisted assets such as infrastructure, private equity and other assets. The SMSF Association focused on the importance of all governments to adopt a bipartisan approach to superannuation. Chief executive ...

ECT reforms pass Senate

STAFF WRITER  |  THURSDAY, 5 MAR 2015
... from the excess contributions regime - [but] it's only taken eight years," said Meg Heffron, head of customer at Heffron SMSF Solutions, in a tweet shortly after Assistant Treasurer Josh Frydenberg announced that the legislation change had been passed ...