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Showing 11 - 20 of 75 results for "new SMSF"

Millennials fastest growing SMSF cohort

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
Millennials (born 1981 to 1996) represent the fastest growing segment of new SMSF accounts. This is according to new data from AUSIEX, which found during the first quarter of this financial year there was a 9.3% increase in new SMSF accounts opened ...

SMSF establishments soar

ANNABELLE DICKSON  |  MONDAY, 6 SEP 2021
The popularity of self-managed superannuation funds (SMSFs) is on the rise with increased establishments and fewer wind ups in the year to June end, data from the ATO shows. There are currently 597,900 SMSFs with 1.1 million members. Throughout the ...

ASIC issues warnings on investment scams

ANNABELLE DICKSON  |  FRIDAY, 14 MAY 2021
... SMSF scam where individuals have been cold called or emailed to transfer funds from their existing super fund into a new SMSF. In doing so, consumers are transferring their retirement savings into an unknown bank account held by the scammers. The SMSF ...

ATO warns of new SMSF scheme

ELIZA BAVIN  |  MONDAY, 15 MAR 2021
... requirements are. "We have recently identified a new scheme where SMSF trustees were informed that they can set up a new SMSF to roll-over the fund balance from the old SMSF and then liquidate their old SMSF in an attempt to avoid paying potential tax ...

ATO targets SMSF fraud

ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
The Australian Taxation Office (ATO) is focusing attention on new SMSFs registrations after identifying illegal release of super. Speaking at the SMSFA National Conference assistant commissioner Justin Micale said results of its 'secure front door program' ...

Fintech to take on super with new hire

ELIZA BAVIN  |  MONDAY, 16 NOV 2020
... worked as director at Superfund Partners and general manager of Superfund Wholesale. Most recently, he had been building a new SMSF offering for the next generation of Australian investors. He will now join Stake to build that offering under its master ...

New requirements for SMSFs

ELIZA BAVIN  |  WEDNESDAY, 24 JUN 2020
The Australian Taxation Office has announced new accounting requirements for SMSFs, which will come into effect 1 July 2021. New accounting standard AASB 2020-2 has been released by the Australian Accounting Standards Board (AASB) and will come into ...

ATO cracks down on SMSFs

ELIZABETH MCARTHUR  |  FRIDAY, 21 FEB 2020
... building an online SMSF trustee course, which will go through all the things trustees need to know - and it'll be free. New SMSF trustees will also be auto-subscribed to the ATO's SMSF publication, with the office having plans to subscribe every SMSF ...

SMSF data misleading: BGL

ALLY SELBY  |  FRIDAY, 31 JAN 2020
... "It would appear whoever wrote the ASIC flyer has an anti-SMSF agenda and created the flyer to be misleading - and for new SMSF Trustees - just simply scary." Lesh finished with a subtle jab at the corporate regulator. "I always thought it was the job ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... related groups capability. Corporate action participation via the digital consent functionality is now available as is a new SMSF dashboard with integrated accounting software. According to Investment Trends' 2019 Planner Technology Report, BT Panorama ...

Editor's Choice

ASIC hits back at parliament: 'Simply not realistic'

ELIZA BAVIN
The financial regulator has hit back at suggestions it isn't doing enough to deal with community complaints.

The risks and opportunities in advice: SIAA

KARREN VERGARA
This year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice.

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN
Through the partnership, AMP Advice will introduce a new category of tailored managed portfolio solutions.

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.

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