Search Results | Showing 301 - 310 of 2553 results for "SMSF" |
| | | ... the ATO, SMSFs with balances over $5 million account for only 4.7% of all funds, yet they hold a substantial 29% of total SMSF assets ($251 billion). This means there are approximately 28,100 SMSFs with 56,000 members, each with an average balance of ... |
| | | | ... bounce back, how they're used has changed. According to insights from Rainmaker Information, the self-managed super funds (SMSF) sector grew its funds under management (FUM) by 5.8% per annum over the last five years. However, this was slower than the ... |
| | | | Loosening financial advice regulation under the Quality of Advice Review proposals would highly benefit superannuation fund members, but many are convinced that this only works in theory. The Quality of Advice Review chair Michelle Levy stuck to her ... |
| | | | ... New Zealand, CPA Australia, the Financial Planning Association of Australia, the Institute of Public Accountants and the SMSF Association have said they support the policy proposal of allowing victims of child sexual abuse to access compensation by way ... |
| | | | New research from The Australia Institute shows the cost to the federal budget of tax concessions is almost on par with the total cost of the Age Pension, with the think tank declaring the 'self-funded retiree' a misnomer. According to the insights ... |
| | | | The number of Dixon Advisory and Superannuation Services complainants continues to grow as more former clients have come forward to the financial complaints body for potential compensation. The number of complainants has grown by about 100 to 1700 as ... |
| | | | ... El-Ansary, Institute of Public Accounts chief executive Andrew Conway, Licensee Leadership Forum chief executive Neil Younger, SMSF Association chief executive John Maroney, Stockbrokers and Investment Advisers Association chief executive Judith Fox ... |
| | | | ... experience and expertise," she said. "Over the years David has built extensive relationships with top tier accounting, auditing, SMSF administration and financial planning firms by helping these businesses to embrace and use technology to benefit client ... |
| | | | The associations have combined to offer CFPs an express pathway for completing the SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt ... |
| | | | ... seven more occasions during November 2015, Grimm dishonestly transferred shares and convertible notes owned by his clients' SMSF to Equity Capital Partners Hedge Fund, without advising his client he was the sole director. He also failed to advise his ... |
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