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Showing 151 - 160 of 2369 results for "SMSF"

SMSFA calls for budget amendments

CASSANDRA BALDINI  |  WEDNESDAY, 7 SEP 2022
The SMSF Association is urging Canberra to address legacy pensions and extend the temporary absence rule for non-residents in its first budget. In the Associations submissions, chief executive John Maroney highlighted several key measures that remain ...

The time is right: AFA chief

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
... the financial advice space, we're the second largest," he said. "You then go to other groups and accounting bodies, the SMSF Association is there as well. Following that, there are some really small associations." Some industry feedback suggests ...

Remediation bills revealed amid call for levy freeze extension

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2022
... totalling $24.7 million. On the above data, ASIC noted that the term 'customers' broadly refers to individuals, couples and SMSF trustees. It also said some customers may have been double counted as they may have been involved in more than one remediation ...

HUB24 delivers record profit, growth

ANDREW MCKEAN  |  TUESDAY, 23 AUG 2022
... products and solutions that enhance value for existing and new customers, whilst increasing market share and growing the SMSF market. HUB24's platform market share rose from 3.9% to 5.1% (a 31% increase). The company's organic growth reached record levels ...

Equity Trustees confirms AET acquisition

CASSANDRA BALDINI  |  MONDAY, 22 AUG 2022
... EQT's primary focus is the trustee services division. Platform Services comprise AET's self-managed super funds (SMSF) and portfolio management services (PMS), which EQT intends to exit. EQT intends to retain the client management and trustee ...

Females, millennials lead the way in SMSFs: Class

CHLOE WALKER  |  WEDNESDAY, 17 AUG 2022
According to Class's 2022 Annual Benchmark Report, female SMSF balances are rising faster than males and most new SMSFs are being established by millennials. Over the past three years, millennials have become the largest cohort of all the age groups ...

Adviser banned over early release scheme

JAMIE WILLIAMSON  |  WEDNESDAY, 3 AUG 2022
... Antonio Simeone is said to have recommended clients roll their superannuation our of their APRA-regulated funds and into an SMSF so they could invest in Administrative Incentivised Management Systems (AIMS), which he is a director of. He also then allowed ...

Class bolsters leadership with new general managers

CHLOE WALKER  |  TUESDAY, 2 AUG 2022
... and partners and as well building relationships and propositions for new customer segments. Hurley is a highly respected SMSF expert and entrepreneur with deep experience and well established SMSF industry relationships, Class said. In recent years she ...

Peter Burgess to become SMSFA chief executive

CHLOE WALKER  |  WEDNESDAY, 27 JUL 2022
Peter Burgess, the current SMSF Association deputy chief executive and director of policy and education, will take on the top job in March 2023. Burgess will succeed John Maroney who has been chief executive since May 2017. Burgess brings more than ...

HUB24 names new Class chief executive

JAMIE WILLIAMSON  |  MONDAY, 11 JUL 2022
The former group executive for retirement and investment solutions at MLC will soon become chief executive of SMSF administrator Class. Tim Steele will take over the top job on August 1, replacing HUB24 director of strategic development Jason Entwhistle ...