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Showing 151 - 160 of 780 results for %22SMSF Advice%22

FSC calls for scaled advice model

ALLY SELBY  |  TUESDAY, 11 AUG 2020
The Financial Services Council (FSC) has called on the government to implement a two-year trial of a scalable advice model, in a bid to increase access to affordable advice to Australians at a time when they need it most. The COVID-19 crisis has seen ...

Class launches Xplan integration

ALLY SELBY  |  WEDNESDAY, 22 JUL 2020
... advisers and accountants to seamlessly share a single, consistent and up to date view of their client's wealth, across both SMSF and non-SMSF entities. Class believes the integration will save advisers and accountants up to four hours on each report ...

APRA funds can learn from SMSFs: Rice Warner

ELIZA BAVIN  |  FRIDAY, 10 JUL 2020
... retirement product." Rice Warner suggested that holding the superannuation assets of a couple within the same fund, such as an SMSF, materially improves the ability to facilitate the delivery of better financial advice. On the investments front, Rice ...

FIIG calls for taxation, regulatory overhaul

ELIZA BAVIN  |  FRIDAY, 19 JUN 2020
... said this will have a little impact on forward estimates of the commonwealth, particularly if it were to apply solely to SMSF portfolios, where asset allocation is most relevant and should reflect best practise. However, it will reduce the burden on ...

ATO warns against SMSF property development

ELIZA BAVIN  |  WEDNESDAY, 10 JUN 2020
... growing number of SMSFs purchasing and investing in the development of real property. The ATO said it strongly encourages SMSF trustees who may be considering property development to seek professional advice and to approach the ATO for advice if necessary. ...

Adviser banned for five years

ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... A financial adviser who cycled through seven AFSLs in nine years has been banned after ASIC found he provided poor SMSF advice and based insurance advice on the commission he'd receive. The five-year ban follows ASIC surveillance of advice provided by ...

FASEA unclear why advisers are quitting

ELIZABETH MCARTHUR  |  MONDAY, 25 MAY 2020
... including the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA), as well as the SMSF Association among others. There are just over 22,000 financial advisers on the ASIC FAR. About 8000 have so far sat the ...

SISFA relaunches membership to SMSF trustees

ELIZA BAVIN  |  THURSDAY, 21 MAY 2020
... Self-managed Independent Superannuation Funds Association (SISFA) has redesigned and is relaunching its membership offering for SMSF trustees. SISFA said through existing communication channels and those of new associated partners and sponsors, up to ...

Industry funds pulled back to the pack

HARRISON WORLEY  |  TUESDAY, 19 MAY 2020
... alone in suffering as a result of the pandemic, and said SMSFs would too feel the pinch, particularly given one quarter of SMSF assets are in equities. "There is much to be said for claims that SMSFs could rekindle some momentum from this," Dunnin said. ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
The Financial Planning Association of Australia has launched a digital version of the Record of Advice (ROA) solution 'template' to support members who have been inundated with requests for advice, following the strong demand for early super access. ...