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Showing 221 - 230 of 1381 results for "SMSFs"

QSuper head moves to AMP

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... retirement," Hillier said. "AMP has resources and expertise across all areas of wealth management, including investments, super, SMSFs, banking, pensions and platforms. I'm excited to bring this unique breadth of capability together into market leading ...

Industry fund tops superannuation satisfaction survey

KANIKA SOOD  |  WEDNESDAY, 28 JUL 2021
... strong markets and relatively shorter lockdowns during the June half, and it was recorded across all types of super funds. SMSFs had the highest satisfaction at 80.6% (up from 69.9% last June), followed by public sector funds at 79.7% (up from 72.1%) ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
... superannuation fund trustees are the latest target market for financial services platform Raiz. Raiz Invest is now open to SMSFs. It charges a fee of 0.275% per annum for balances over $15,000 ($20,000 for the Custom Portfolio offer) which is all inclusive. ...

Class launches SMSF auditor tool

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
... possible, and as efficient as it can be." According to Class, the restructure will see administrators of up to 40% or 200,000 of SMSFs looking for a new independent auditor. "(The tool) will allow accounting practices to make the decision to work with ...

KPMG promotes two super experts

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... spent more than 25 years advising private clients on the legislative application and strategic opportunities that arise with SMSFs. Prior to KPMG, she worked in senior roles across several boutiques and Westpac. She previously led the strategy and technical ...

Superannuation assets hit $3.13tn

KARREN VERGARA  |  WEDNESDAY, 26 MAY 2021
... contributions of $24 billion decreased by 1.1%. The latest Australian Tax Office's statistics show that there are 597,396 SMSFs at the end of March. The number of SMSF members stood at 1.12 million and during the quarter some 6147 accounts were established ...

ASIC takes action against Equiti

KARREN VERGARA  |  FRIDAY, 21 MAY 2021
... August 2018, ASIC alleges that Equiti FS paid three advisers bonuses worth $164,750 for property purchases made via clients' SMSFs. The bonuses applied to purchases arranged by Equiti Property, which is also a subsidiary of Equiti FS's parent company ...

Super funds slam budget's super gap measures

KANIKA SOOD  |  WEDNESDAY, 12 MAY 2021
... to 60 from 65, providing a two-year amnesty for exiting legacy retirement products, relaxing residency requirements for SMSFs and small APRA-regulated super funds. However, it was quiet on in creasing Commonwealth rent assistanc e, and on requiring employers ...

More flexibility for retirees

ANNABELLE DICKSON  |  TUESDAY, 11 MAY 2021
... also extending the central control and management test safe harbour from two to five years for self-managed super funds (SMSFs) and removing the active member test for both fund types. As such, the measure relaxes residency requirements for SMSFs and ...

OPINION: Super for housing was the wrong policy fight

ALEX DUNNIN  |  TUESDAY, 11 MAY 2021
... system growing its inflows are employer SG-driven contributions into not-for-profit funds. Even personal contributions into SMSFs have collapsed, with thanks of course to the introduction of the Transfer Balance Cap. Okay, policymakers might have expected ...