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Showing 481 - 490 of 2554 results for "SMSF"

The future of quality advice: SMSFA

ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
Investing in tools and data integration, being clear in value proposition and proactively monitoring client portfolios will ensure the future of a quality financial advice business. Speaking at the Self-managed Superannuation Fund Association (SMSFA) ...

SMSFs primed for best financial interests duty

KARREN VERGARA  |  TUESDAY, 16 FEB 2021
... superannuation funds are ahead of the game in terms of meeting the looming best financial interest rules, according to its peak body. SMSF Association deputy chief and director of policy and education Peter Burgess told the association's first day ...

Class makes acquisition, profit up

ANNABELLE DICKSON  |  TUESDAY, 16 FEB 2021
The SMSF technology platform has announced the acquisition of the documentation service of an accounting software provider and recorded a 3.2% increase in statutory profit to $3.2 million in its half-year results. Class is acquiring ReckonDocs for an ...

ASFA calls for super fairness

ANNABELLE DICKSON  |  WEDNESDAY, 10 FEB 2021
... superannuation is system is well-designed it has concerns about the fairness of the system. ASFA is concerned that when the SMSF transfer balance cap (TBC) is indexed on 1 July 2021 from $1.6 million to $1.7 million that it will cause confusion for members ...

Super funds bow to divestment pressure

ELIZABETH MCARTHUR  |  THURSDAY, 4 FEB 2021
A new report has revealed the number of companies Australia's largest super funds have rapidly divested amid pressure to invest with climate change in mind. Nine of the 40 largest super funds in Australia have now announced divestment from some of the ...

Future Super, Verve accused of misleading members

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 FEB 2021
The House of Representatives Standing Committee on Economics has accused Future Super and Verve of misleading consumers who are unlikely to understand the funds' relationship to Diversa Trustees. During questioning, Liberal MP and committee chair ...

Sequoia completes acquisitions

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
... business by offering services to 750 accountants in Western Australia. Panthercorp offers company registration, business names, SMSF creation, trusts and shelf companies for sale. In addition, Sequoia has acquired the first of three customer books, First ...

You can't hate Trump but love the S&P 500: Research

KANIKA SOOD  |  FRIDAY, 29 JAN 2021
... and available to local investors with $3.6 billion and $56 million of local money at December end. I VV is popular among SMSF investors, figuring among the second-most used ETF by the cohort in past Commsec research. "We also calculated IVV's politics ...

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
... Rybarczyk will be supported by Nathalie Leonard as office manager and will offer private investor clients services such as SMSF, funds management, investment banking and portfolio services. Ord Minnett chair Warwick Smith said the new office is an opportunity ...

Raiz Super regains losses

ANNABELLE DICKSON  |  WEDNESDAY, 27 JAN 2021
The micro-investing platform grew its superannuation funds under management by nearly 15% in the December quarter despite the impact of the early release of super scheme (ERS). Raiz Invest's superannuation portfolio swelled to $81 million or 14% from ...