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Showing 251 - 260 of 2552 results for "SMSF"

Farmers distressed by superannuation tax overhaul

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... said. "Not only is Labor now coming for your super, Labor is also coming for the unrealised increased value of assets in a SMSF, which sets a dangerous precedent." On February 28, the government announced from 1 July 2025 a 30% concessional tax rate ...

AUSIEX, Saxo launch new adviser trading solution

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
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 ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
... superannuation accounts to self-managed superannuation funds he set up with the Commonwealth Bank (CBA). Nugara had access to the SMSF accounts to make property investments. Some of the victims were unaware that he had such access. Nugara would then ...

New fund targets 'blue chips of tomorrow'

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2023
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 ...

NextGen Financial Group forced into liquidation

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... the Federal Court, NextGen Financial Group is now in the process of winding up. WJ & V Drakoulis Super, the trustees of the SMSF that sued NextGen for not paying the determination, has applied for it to be wound up after the latter failed to pay more ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... investable assets, net of debt and excluding superannuation, family-owned 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 ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... rebalancing strategies, the indexation of contribution caps, and the removal of the work test for people under the age of 67. SMSF members appear to be enjoying tax-free earnings in retirement phase compared to APRA fund members. In contrast, nearly ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
NowInfinity, part of Class, has added new features to its SMSF trust deed. The new product features enhance its current SMSF deed and consolidate its position as the industry benchmark for SMSF documentation. Further, the deed will act as the cornerstone ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... It busted me." Burridge is the chair of Treysta, a partner at Merchant Wealth Partners Australia, and director of Premier SMSF Solutions.

HUB24 unit Class hires ops manager

ELIZABETH FRY  |  FRIDAY, 1 SEP 2023
Class - the SMSF administration technology firm owned by HUB24 - has appointed Kate Anderson as general manager of operations. Anderson joins from Centrepoint Alliance, where she served as group executive, advice services and solutions. Here, she oversaw ...