Search Results | Showing 171 - 180 of 1833 results for "Managed Super" |
| | | ... government's proposed tax on superannuation balances exceeding $3 million could adversely impact up to 50,000 self-managed super fund members (SMSF), including posing liquidity challenges. According to a recent report conducted by the International ... |
| | | | ... alongside them through their challenges." Bongiorno specialised in refinancing strategies, tax structures, and self-managed super funds. He was a Certified Financial Planner (CFP), a member of the Institute of Public Accountants, and Certified Practising ... |
| | | | ... The NFF said 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 ... |
| | | | ... Superannuation (Better Targeted Superannuation Concessions) Imposition Bill 2023 - cover APRA-regulated funds, self-managed super funds, and exempt public sector schemes. Treasurer Jim Chalmers said that the "modest adjustment to apply after the next ... |
| | | | AUSIEX teamed up with Saxo Australia to deliver an integrated international trading solution for financial advisers. The partnership will allow financial advisers to directly trade and own international equities and exchange-traded funds (ETFs) across ... |
| | | | The principal and financial adviser of Skynet Financial Services swindled clients to the tune of $10 million and could face up to 20 years in jail. Terence Rio Nugara, who was permanently banned by ASIC in April, stole $10,152,061.93 from 38 clients ... |
| | | | Datt Capital is targeting self-managed superannuation fund (SMSF) investors with the launch of a new small caps fund. Investing in the 'blue chips of tomorrow', the Australian Small Companies Fund has been developed after the manager identified attractive ... |
| | | | ... found Mark Raymond Sebo guilty of misappropriating $1,056,685.18 by either helping clients set up or maintain self-managed super funds. Sebo used all the money to feed his gambling habit between July and August 2019 while he was sole director and shareholder ... |
| | | | ... businesses, and 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 ... |
| | | | 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 ... |
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