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Showing 2131 - 2140 of 18262 results for "Plan"

ATO keeping tabs on SMSF early access, tax avoidance

KARREN VERGARA  |  FRIDAY, 21 APR 2023
The tax office issued a fresh warning to the rich who use self-managed superannuation funds as a vehicle for dodging tax and those who illegally access their retirement savings early. Of the total SMSFs in existence, 25% are operated by private wealth ...

Superannuation changes limit tax benefits for top earners: ASFA

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
According to an ASFA report, the government's proposed superannuation changes will improve equity by curbing tax benefits for high-income earners. The introduction of higher taxation for balances exceeding $3 million is projected to lead to a 9.5% ...

Search funds beat VC, private equity returns

CASSANDRA BALDINI  |  THURSDAY, 20 APR 2023
Search funds, an investment strategy that sprung from the hallways of two Ivy league universities in the US, have reached Australia, grabbing the attention of investors drawn to the new business model and returns in excess of 30%. Developed by universities ...

GAM, Liontrust in merger talks

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2023
Fund manager GAM has confirmed it is talks with UK asset manager Liontrust Asset Management over a potential sale. In a short announcement to shareholders, GAM added that it is also in similar discussions with others. It said it is "working tirelessly ...

DASH adds to leadership

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
Financial planning tech firm DASH has added a chief operating officer and an experienced superannuation specialist, recruiting ANZ's head of wealth customer resolution and the executive general manager of Equity Trustees' super trustee office. Following ...

Adviser complaints rise, super complaints decrease

KARREN VERGARA  |  WEDNESDAY, 19 APR 2023
The number of superannuation complaints have slashed while those related to financial advisers have shot up, the latest statistics from the Australian Financial Complaints Authority (AFCA) shows. In the six months to December 2022, AFCA received 2538 ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
Viridian Financial Group has acquired a Queensland-based boutique advice firm, with plans to leverage its use of video Statements of Advice (SoAs). Viridian has acquired Enlightened Financial Solutions, founded by chief executive and Financial Standard ...

Industry welcomes experience pathway consultation

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
The federal government consulting on the experience pathway has been recognised as a much-needed development for financial advisers who wish to continue working with clients beyond 2026. The Financial Advice Association Australia (FAAA) welcomed the ...

Experience pathway consultation opens

KARREN VERGARA  |  TUESDAY, 18 APR 2023
The federal government today opened consultation to clarify the educational requirements for experienced financial advisers and new entrants. Treasury Laws Amendment (Measures for Consultation) Bill 2023: Financial Adviser Standards states that an adviser ...

SMSF Association names head of membership

CHLOE WALKER  |  TUESDAY, 18 APR 2023
Neil Sparks will become the new head of membership and corporate development for the SMSF Association, effective May 1. Sparks currently serves as head of policy and technical services at BT, a tenure he has held for over 15 years. As a fellow of the ...