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Showing 341 - 350 of 1807 results for "Managed Super"

Former Gold Coast adviser banned

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... ASIC surveillance found he failed to act in the best interests of clients, including advising them to set up self-managed super funds with "completely unsuitable" limited recourse loans. According to the corporate regulator, advice reviewed during Renneberg's ...

Shock win leaves investors worse off

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
Investors who chose to rebalance their portfolios in anticipation of a Labor victory in the Federal election now find themselves at a critical junction: to revert to an Australian equity focus or accept a more balanced portfolio that rejects excess ...

ATO guides SMSFs on PYSP changes

HARRISON WORLEY  |  THURSDAY, 16 MAY 2019
The Australian Tax Office has provided guidance on how self-managed superannuation funds might be affected by the Protecting Your Super reforms. The ATO confirmed to SMSF investors that the raft of changes - introduced as part of the Protecting Your ...

Labor proposal targets low income earners: Association

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 MAY 2019
... wealthy by most Australians." More than 92% of tax payers do not receive any franking credits, but the top 1% of self-managed super funds received an average cash refund in franking credits of more than $80,000 in 2014-15, according to the ALP. The Alliance's ...

Advice and accounting align post-Royal Commission: CountPlus

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... $100 a firm brings in, $60 will be from accounting services. The balance will come from financial planning and self-managed super fund services. It also found that most Australians who paid for advice received good value in return. This is despite the ...

Sargon launches SMSF alternative

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2019
Financial advisers and their clients now have an alternative to the traditional self-managed superannuation fund, with Sargon partnering with an $11.5 billion platform to launch a small APRA fund. Sargon has partnered with HUB24 to provide advisers ...

SMSF wind-ups spike: ATO

ELIZABETH MCARTHUR  |  THURSDAY, 9 MAY 2019
The number of self-managed superannuation fund (SMSF) wind-ups shot up in the last 12-24 months, according to Australian Tax Office data. Latest ATO data reveals in 2014 the number of SMSF wind-ups was 12,654 and hovered around that point, reaching ...

SMSF gender gap reduces over time

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
... superannuation gap between men and women reduces over time in SMSFs yet remains significant. According to the self-managed super administrator, men have a 42% higher average balance than women when SMSFs are established. However, the gap reduces to 21% ...

Two new faces join SMSF Association board

ELIZABETH MCARTHUR  |  FRIDAY, 3 MAY 2019
The SMSF Association has added two self-managed super specialists to its board. Tracey Scotchbrook, vice chair of the West Australian Local Community, and Michael Houlihan, chair of the Victorian Local Community will join the board of the association. ...

Former Labor MP joins SMSFA

HARRISON WORLEY  |  THURSDAY, 18 APR 2019
A former Parliamentary Secretary was appointed to the board of the Self-Managed Super Fund Association. Bernie Ripoll has joined the SMSFA board, in a move described by chair Deborah Ralston as "invaluable" to the ongoing evolution of superannuation ...