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Showing 1 - 10 of 2367 results for "SMSF"

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... superannuation strategies, alongside a pension product and a home-finance offering. Additionally, a range of products including SMSF property finance, a Hajj savings fund, an educational fund for schools, and a Janazah (funeral) fund are scheduled for ...

Proposed super tax obfuscates legacy pensions rules: SMSFA

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... must clarify the confusion surrounding legacy pensions and reserves, and how they should be calculated, according to the SMSF Association (SMSFA). The SMSFA is calling for an amnesty for legacy pensions in the upcoming federal budget as current draft ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... enforceable undertaking, disqualified person, credit banned/disqualification, Financial Services Credit Panel (FSCP) action, and SMSF auditor disqualification. The advice sector continues to consolidate. AZ NGA-backed advice firms Eureka Whittaker Macnaught ...

intelliflo adds SMSF cashflow modelling capabilities

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ...

Blockchain mining companies sued by ASIC

ANDREW MCKEAN  |  MONDAY, 15 APR 2024
... Australia without an AFSL. "Australians who decide to self-manage their super should consider the risks before using their SMSF to invest in crypto related investment products such as blockchain mining. These proceedings should also send a message to ...

Count completes Solutions Centric deal, reconsiders another

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2024
... Centric was effective on Friday, April 5. It first announced the deal on February 12, saying it paid $4.1 million for the SMSF services company which is Australian owned by run out of India. "The acquisition further expands Count's Services segment proposition ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... Solutions joined Count. Count also acquired Solutions Centric, an Australian company that provides offshore accounting, tax, and SMSF services from India, and finalised its acquisition of Diverger.

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... mindful of the "legal uncertainty" that exists when applying the appropriate wholesale test on self-managed super funds (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex Sidoti used a case study at ...

Bitcoin investing is on the rise, but more regulation is needed

ELIZA BAVIN  |  WEDNESDAY, 27 MAR 2024
... Australia's crypto adoption was widespread, with individuals, and increasingly, sole traders, self-managed super funds (SMSF) and companies investing. Caleb & Brown said 80% of its customers belong to Gen-X or Baby Boomers, while 70% of the Bitcoin ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
An Islamic financial services provider has launched an Islamic self-managed super fund (SMSF) solution for members of the Australian Muslim community who want to invest in property for their retirement in a way that is compatible with their faith. Meezan ...
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