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Showing 141 - 150 of 1381 results for "SMSFs"

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... losses associated with meeting the new tax liability. Burgess stipulated that other recent studies show around one in four SMSFs impacted by the tax change hold property. "Given many will be small business operators and farmers who hold their premises ...

Farmers distressed by superannuation tax overhaul

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... that farmers commonly transfer their land assets - often key to their retirement savings - to self-managed super funds (SMSFs) to facilitate stable income post-retirement. However, with the proposed bill taxing unrealised gains, many could face difficulty ...

AUSIEX, Saxo launch new adviser trading solution

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
... platform, and ensure it continues to be a leading solution for advisers, brokers and self-managed superannuation funds (SMSFs) by not only enabling advisers to trade international equities alongside domestic securities, but also benefit from integrated ...

New fund targets 'blue chips of tomorrow'

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2023
... at any given time. With a minimum investment of $50,000, Datt Capital said the fund would be particularly appropriate for SMSFs looking to add a small caps allocation. The manager said it expects strong performance from the fund, citing the fact the ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... the family home, but including SMSF assets. According to the report, more HNWIs than ever have self-managed super funds (SMSFs), and the wealthier they are the greater that percentage. While 56% in the $1 million - $2.5 million bracket have SMSFs, this ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Generation X and Millennials are leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
... SMSF deeds and investment strategies up to date and compliant." NowInfinity flagged recent ATO data that shows28% of all SMSFs are established on its platform.

Former director pleads guilty to super misuse

CASSANDRA BALDINI  |  FRIDAY, 4 AUG 2023
... According to ASIC's findings, Naseeruddin urged investors to transfer their superannuation savings into newly established SMSFs and subsequently lend those funds to his two companies, Secure Investments Pty Ltd and Aquila Group Pty Ltd. The regulator ...

SMSFs brace for more reforms: Expert

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
As June 30 approaches, self-managed superannuation funds (SMSFs) must brace themselves for more regulatory reforms that could impact their hard-earned savings, according to a superannuation expert. HLB Mann Judd superannuation partner Mitchell Markwick ...

Consultation opens on NALI reforms

ANDREW MCKEAN  |  TUESDAY, 20 JUN 2023
... several changes to the non-arm's length income (NALI) regulations, which are set to affect self-managed superannuation funds (SMSFs) and small APRA-regulated funds (SAF). The Treasury Laws Amendment (Measures for Consultation) Bill 2023 seeks to refine ...