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Showing 131 - 140 of 1381 results for "SMSFs"

Caddick SMSF clients should recoup all funds: Lawyer

KARREN VERGARA | FRIDAY, 15 DEC 2023

... they had not failed in those duties, his clients would not have suffered any loss. "Our role - acting only on behalf of the SMSFs, not the individual victims - is to attempt to recover the rest," he said. "Indications from the receivers are that victims ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN | THURSDAY, 14 DEC 2023

... the eligibility age reduced down to 55 years. BT also stated that business clients transferring commercial property into SMSFs will be top of mind for advisers and their clients, with high inflation rates and reduced consumer spending in some sectors ...

SMSF Association blasts 'highly questionable' ASFA research

ANDREW MCKEAN | MONDAY, 11 DEC 2023

... Association of Superannuation Funds of Australia's (ASFA) assertion, which is based on ATO sample data, that less than 1% of SMSFs with balances over $3 million have farm-related income. The government has proposed an additional tax (15%) on earnings ...

Coastal Advice Group expands reach

CHLOE WALKER | WEDNESDAY, 6 DEC 2023

... in superannuation, pensions, and investments, Wealth for Life Financial Planning provides specialist accredited advice on SMSFs. Upon completion, Coastal Advice will boast a team of 15 advisers and serve over 2000 clients, with funds under management ...

'Should have known better': AAT tells auditor

JAMIE WILLIAMSON | FRIDAY, 1 DEC 2023

... that Townshend was under the impression that independence requirements laid out in the Code of Ethics "did not apply to SMSFs because the relevant provisions appear on their face to be directed to members of an audit team rather than individual auditors." ...

Super fund fees now at record low: Data

ANDREW MCKEAN | TUESDAY, 14 NOV 2023

... over 1500 superannuation fund fee options, spread across hundreds of products, indicated a 2% reduction in the past year. SMSFs are the least expensive segment with average fees of 0.65% per annum, while MySuper options, covering the largest number of ...

Caddick victims sue auditors in class action

KARREN VERGARA | MONDAY, 30 OCT 2023

... deceptive conduct or representations. Justice Markovic is set to preside over the class action. Former clients, many of whom had SMSFs, believed their money was predominately invested in ASX-listed equities using CommSec accounts. In the eight years ...

CrowdProperty opens to retail investors

CHLOE WALKER | MONDAY, 23 OCT 2023

... CrowdProperty Australia chief executive David Ingram said the benefit of the platform is that investors - ranging from individuals, SMSFs, trusts, and companies - can invest comparatively modest sums in multiple project loans with first mortgage security. ...

Pepper Money launches SMSF loan offering

CASSANDRA BALDINI | MONDAY, 23 OCT 2023

Pepper Money has introduced a new offering, providing loans to self-managed superannuation funds (SMSFs) to purchase or refinance residential and commercial properties. With lending options up to $3 million, the 'super smart' loans are designed for ...

ASIC cracks down on 11 SMSF auditors

ANDREW MCKEAN | WEDNESDAY, 11 OCT 2023

... annual audits," said ASIC deputy chair Sarah Court. Court highlighted that auditors are responsible for overseeing 610,000 SMSFs, holding a combined total of more than $875 billion in funds. "SMSF auditors play an essential role in supporting confidence ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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