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Showing 381 - 390 of 1382 results for "SMSFs"

Specialist SMSF advisers need only apply

JAMIE WILLIAMSON  |  THURSDAY, 10 JAN 2019
... advice. The Productivity Commission is again calling for specialist training for those financial advisers wishing to advise on SMSFs with the report suggesting the requirement form an extension of the new standards in place under the Financial Adviser ...

FASEA reforms see ASIC register swell

JAMIE WILLIAMSON  |  TUESDAY, 8 JAN 2019
... the register, 28,333 are active financial advisers. A further 1329 are limited to providing financial product advice on SMSFs or a person's existing hold in a superannuation product. It is likely many of the 3379 new registrations were completed ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... stories to have in your back pocket for summer discussions around the barbeque. Shuttering dividend cash loophole to hit SMSFs In March the ALP proposed to eliminate cash refunds from excess dividend imputation credits, and throughout the year the wealth ...

Bentham AM launches mFund

KANIKA SOOD  |  WEDNESDAY, 12 DEC 2018
... the way to go for the strategy, above ETFs and LICs which have been rapidly raising money. "It is definitely the case that SMSFs are underexposed to credit," Quin says. "I don't think this is an asset class they [SMSF investors] can get rich investing ...

DomaCom raises more capital

HARRISON WORLEY  |  TUESDAY, 11 DEC 2018
... Australia - housing affordability and funding retirement lifestyles." In September, Federal Court proceedings concluded allowing SMSFs to invest in DomaCom's fund, even in the case where a related party was a tenant in the underlying property.

Advice firm runs rule over Labor policy

DARREN SNYDER  |  FRIDAY, 7 DEC 2018
... companies changing their shareholder offers such as share buybacks, given the large super funds are bigger shareholders than SMSFs; however in the future, whether an individual or a SMSF participates in the offer would depend on whether they will benefit ...

SuperConcepts chief resigns

KARREN VERGARA  |  FRIDAY, 30 NOV 2018
... to a significant player in the SMSF industry moving from 1% market share, to become a market leader servicing over 10% of SMSFs. Fenech finishes up on 24 May 2019.

Former planner charged with dishonesty

HARRISON WORLEY  |  FRIDAY, 30 NOV 2018
... businesses. Bradley Grimm - who previously ran the now wound-up Ostrava Equities - allegedly transferred funds from the SMSFs of his clients on six occasions, to three companies he was the sole director of and a superannuation fund administered by Ostrava. ...

Labor franking credit changes fair but not the best: Grattan

KANIKA SOOD  |  MONDAY, 26 NOV 2018
... a refund of excess franking credits had they chosen an alternative retirement savings vehicle. "The same applies to new SMSFs established on or after 28 March 2018. These funds will not be entitled to the pensioner guarantee and will be denied access ...

Knowledge, action gap puts SMSF savings at risk: Research

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
About 50% of all SMSFs have more than half of their portfolio invested in one asset class, despite more than 80% recognising the importance of diversification. New research from the SMSF Association and Investment Trends shows 47% of SMSFs allocated ...