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Showing 151 - 160 of 2568 results for "SMSF"

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... then recommend that consumers withdraw their superannuation savings from a regulated fund and invest them, sometimes via an SMSF (self-managed super fund), into a high-risk property scheme or some other high-risk investment." ASIC will focus more effort ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
intelliflo, a cloud-based technology solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised ...

One more vote needed for $3m super tax

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
... and credit card surcharges by linking it to the passing of Div 296," Ali said. A similar argument was recently raised by SMSF Association chief executive Peter Burgess, who believes the bill has been pushed due to the missing vote. "We think this is ...

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
... Melican Financial Planning and added Murdoch Private Wealth to its licence. Melican provides accounting, mortgage broking, SMSF, and financial advice based in Victoria's Greensborough. Murdoch Private Wealth was onboarded as an authorised representative ...

Victorian SMSF auditor fails to overturn disqualification

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
A Victorian-based self-managed superannuation fund (SMSF) auditor will remain disqualified after he failed to overturn ASIC's initial verdict. ASIC originally disqualified Nazrul Islam, of Clayton South in Victoria, from being an approved SMSF auditor ...

Chalmers' claims on super tax are 'misleading': SMSFA

MATTHEW WAI  |  FRIDAY, 24 JAN 2025
The SMSF Association (SMSFA) says Treasurer Jim Chalmers' claims that the $3 million superannuation tax followed extensive consultation are misleading, accusing the Treasurer of making several ambiguous statements in defence of the tax. SMSFA chief ...

ETFs, global equities dominate retail portfolios: Data

MATTHEW WAI  |  TUESDAY, 21 JAN 2025
... 'set and forget' investment option, offering consistent returns compared to individual stock picking," NAB director, SMSF and investor behaviour Gemma Dale said. But there are distinctions between the two demographics when it comes to investment ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... predicts. AI agents will likely impact commissions processing, platform transactions, cash and portfolio reconciliation, and SMSF admin.

Settlement reached in Caddick class action

ELIZA BAVIN  |  MONDAY, 9 DEC 2024
... receivers and liquidators of Maliver and Ms Caddick," he said. In December 2023, Chapman told Financial Standard that the SMSF auditors failed in their duties, and if they had not failed his clients wouldn't have suffered any loss. "Our role - acting ...

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA  |  FRIDAY, 6 DEC 2024
... government and parliament moving to close this legal loophole and protect victims of family violence and financial abuse." The SMSF sector, meanwhile, appears to be a hotbed for financial abuse due to lower levels of oversight. One submission to the ...