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Showing 1 - 10 of 75 results for "new SMSF"

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 ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed investors opening SMSF accounts declined. ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
... Conference in Brisbane, Hurley cited new research by Class, which found that Gen X and Millenials represent 74.6% of all new SMSF establishments. What's more, women in the age bracket 35-44 are the biggest movers. She said the research suggests younger ...

Pepper Money launches SMSF loan offering

CASSANDRA BALDINI  |  MONDAY, 23 OCT 2023
... currently on. "This set-and-forget mentality could mean some clients are on a rate without questioning it," he said. "Our new SMSF loan offering now provides mortgage brokers with a super smart approach for existing SMSF clients who aren't getting the ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
... as the industry benchmark for SMSF documentation. Further, the deed will act as the cornerstone for NowInfinity's new SMSF deed update and compliance solution, due to be released next year. NowInfinity general manager Tracy Williams said the new ...

Director charged over illegal investment scheme

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
A former financial adviser is facing several charges of dishonest conduct and dealing in proceeds of crime after he convinced clients to open SMSFs to invest in businesses he owned, all while operating unlicensed. Ashley Vincent Arandez fronted the ...

SuperConcepts integrates with Smarter SMSF platform

ANDREW MCKEAN  |  THURSDAY, 13 APR 2023
... upgrades, pensions, and investment strategies," Dunn said. "The functionality enables users to automatically set up a new SMSF into SuperMate, which also incorporates our new ABN/TFN integration." But there's more on the horizon that will leverage the ...

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 ...

HUB24 names new Class chief executive

JAMIE WILLIAMSON  |  MONDAY, 11 JUL 2022
... market-leading SMSF documents and corporate compliance solutions," Alcock said. Steele joins as HUB24 prepares to launch a new SMSF product leveraging the expertise of all three HUB24, NowInfinity and Class teams. HUB24 said the product "is designed ...

SMSF establishments on the rise

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
... trading during the volatility of January 2022 - averaging 57% buys during the month. The research found a 9.3% increase in new SMSF accounts opened during July-September 2021 relative to the corresponding quarter in the previous financial year, driven ...
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