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Showing 351 - 360 of 1820 results for "Managed Super"

ASIC chases licensee over conflicted remuneration

HARRISON WORLEY  |  THURSDAY, 13 JUN 2019
... occasions in accepting referral benefits from a real estate agent who sold property to the firm's clients via self-managed super funds established under its guidance. Beginning civil penalty proceedings in the Federal Court yesterday, ASIC alleged The ...

New leadership at SuperConcepts

ELIZABETH MCARTHUR  |  FRIDAY, 7 JUN 2019
SuperConcepts has expanded its leadership team with the creation of two new general manager roles. Annette Sheppard will become general manager of growth and Yasmin Omar-Meer has been appointed general manager of strategy, product and price. Sheppard's ...

PYSP puts SMSFs at risk

HARRISON WORLEY  |  THURSDAY, 6 JUN 2019
As July 1 approaches, some self-managed superannuation fund members are scrambling to ensure life insurance policies held through an APRA-regulated fund aren't suddenly cancelled. With the Government's Protecting Your Super Package about to kick in ...

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 ...