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Showing 411 - 420 of 2554 results for "SMSF"

HUB24 to acquire Class

JAMIE WILLIAMSON  |  MONDAY, 18 OCT 2021
SMSF technology provider Class has agreed to be acquired by HUB24 via a scheme of arrangement. Under the deal, Class shareholders will receive one share in HUB24 for every 11 ordinary Class shares they hold, plus $0.10 per ordinary share. The implied ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
The $28 billion wealth management firm awarded a mandate to a local fintech as it looks to enhance its client onboarding experience. Shaw and Partners implemented LAB Group's white labelled client onboarding solution, LABform, to support financial advisers ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... expected legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, CHOICE, The Chartered Accountants Australia and New Zealand and CPA Australia are among the groups that are ...

New private opportunities fund launches

ELIZABETH MCARTHUR  |  TUESDAY, 5 OCT 2021
A specialist small and micro-cap Australian equities investment manager has launched a new investment fund that will take positions in a small number of Australian private businesses. NAOS Asset Management announced the launch of NAOS Private Opportunities ...

SMSFs welcome RIC exemption

KARREN VERGARA  |  WEDNESDAY, 29 SEP 2021
... has been welcomed by the sector. In response to the release of the Retirement Income Covenant exposure draft legislation, SMSF Association chief executive John Maroney said SMSFs raised concerns in the past about providing a retirement income strategy ...

New super fund prepares for launch

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... holding board positions. Hall says the platform's target market has parallels with those who would typically establish an SMSF, seeking to have more control of their super, usually aged in the 35-50-year bracket. "Many SMSF customers don't believe 'traditional ...

Former adviser banned after super theft

JAMIE WILLIAMSON  |  FRIDAY, 17 SEP 2021
... adviser and sole director of QWL Pty Ltd in Sydney, Hopkins was found to have made 167 unauthorised transactions, impacting 13 SMSF clients, and to the tune of $2.93 million; used those funds for personal purposes; and made false representations to third ...

ASIC provides licensing update

ELIZABETH MCARTHUR  |  THURSDAY, 16 SEP 2021
... was refused, 563 licences were cancelled and 23 suspended. ASIC also approved the registration of 96 company auditors, 59 SMSF auditors and registered 31 liquidators approved by the liquidator registration committee. In the same period, 29 professional ...

Auditor referral threshold test troubling: SMSFA

ANNABELLE DICKSON  |  MONDAY, 13 SEP 2021
The SMSF Association is concerned that the introduction of a 20% threshold for auditor referral fees does not address at what point in time the threshold test must be considered or applied. The Accounting Professional & Ethical Standards Board introduced ...

HESTA hires growth executive

JAMIE WILLIAMSON  |  THURSDAY, 9 SEP 2021
... thereafter. Before leaving in 2017, he served as managing director, Charter Financial Planning, ipac Financial Planning, Jigsaw and SMSF Advice. Mitchell-Adams joins the HESTA leadership team as it implements its three-year strategy. "Tim brings a strong ...