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Showing 151 - 160 of 2552 results for "SMSF"

Super complaints rise in FY24: AFCA

ELIZA BAVIN  |  THURSDAY, 31 OCT 2024
... accounting for 706 complaints (20% of the total). Another notable issue AFCA noted was confusion around self-managed super fund (SMSF) classifications. "There is ongoing confusion in the advice space regarding the classification of SMSFs as wholesale. ...

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
Following the retirement of three board directors, the SMSF Association (SMSFA) has announced their successors. The SMSFA has welcomed Heffron managing director Meg Heffron, Vincent director of superannuation advisory Brett Griffiths and Matrix Norwest ...

CSLR warns adviser levy will balloon

KARREN VERGARA  |  FRIDAY, 25 OCT 2024
... misconduct arising from the provision of personal financial advice the CSLR observes include the inappropriate linking of SMSF and borrowing to invest in property​; misleading, deceptive advice or unauthorised transactions​; and failure to implement ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
One of the country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals ...

$3m super tax edges closer to reality

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
... the amendment." "It really leaves me questioning who here in Parliament is prepared to fight for self-managed super fund (SMSF) owners as it would seem both major parties are more interested in their own political narrative than they are in ensuring ...

Global Capital Property to be wound up

KARREN VERGARA  |  TUESDAY, 8 OCT 2024
... authorised representatives contacted prospective clients and urged them to establish a self-managed superannuation fund (SMSF), rollover their existing super into the SMSF, and then invest it in highly speculative schemes tied to Hewish. Hewish's ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... companies in all scale, as well as both residential and commercial lending to clienteles including self-managed super funds (SMSF). Stantins founder and practice principal Spiros Livadaras said the move will improve Stantins' cross-selling capacity ...

ASIC crackdown: Action taken against 13 SMSF auditors

ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2024
During the first half of 2024, ASIC acted against the registration of 13 approved self-managed superannuation fund (SMSF) auditors. ASIC's concerns covered a range of topics, including breaches of auditing and assurance standards, independence requirements ...

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
A new report published by the SMSF software provider has revealed growing opportunity for financial advisers and demonstrates the potentially detrimental effect of the proposed Division 296 tax. The 2024 Annual Benchmark Report dives into potential ...

Remara launches real estate strategy

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
Remara Investment Management has launched a real estate fund that invests in the development of small and large-scale projects. The Remara Opportunistic Development Fund is an open-ended managed fund that seeks opportunities in the residential, industrial ...