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Showing 31 - 40 of 1694 results for "Managed Super"

Pepper Money launches SMSF loan offering

CASSANDRA BALDINI  |  MONDAY, 23 OCT 2023
Pepper Money has introduced a new offering, providing loans to self-managed superannuation funds (SMSFs) to purchase or refinance residential and commercial properties. With lending options up to $3 million, the 'super smart' loans are designed for ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... government's proposed tax on superannuation balances exceeding $3 million could adversely impact up to 50,000 self-managed super fund members (SMSF), including posing liquidity challenges. According to a recent report conducted by the International ...

Vale Tony Bongiorno

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
... alongside them through their challenges." Bongiorno specialised in refinancing strategies, tax structures, and self-managed super funds. He was a Certified Financial Planner (CFP), a member of the Institute of Public Accountants, and Certified Practising ...

Farmers distressed by superannuation tax overhaul

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... The NFF said that farmers commonly transfer their land assets - often key to their retirement savings - to self-managed super funds (SMSFs) to facilitate stable income post-retirement. However, with the proposed bill taxing unrealised gains, many could ...

Super tax break changes open for consultation

KARREN VERGARA  |  TUESDAY, 3 OCT 2023
... Superannuation (Better Targeted Superannuation Concessions) Imposition Bill 2023 - cover APRA-regulated funds, self-managed super funds, and exempt public sector schemes. Treasurer Jim Chalmers said that the "modest adjustment to apply after the next ...

AUSIEX, Saxo launch new adviser trading solution

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
AUSIEX teamed up with Saxo Australia to deliver an integrated international trading solution for financial advisers. The partnership will allow financial advisers to directly trade and own international equities and exchange-traded funds (ETFs) across ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
The principal and financial adviser of Skynet Financial Services swindled clients to the tune of $10 million and could face up to 20 years in jail. Terence Rio Nugara, who was permanently banned by ASIC in April, stole $10,152,061.93 from 38 clients ...

New fund targets 'blue chips of tomorrow'

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2023
Datt Capital is targeting self-managed superannuation fund (SMSF) investors with the launch of a new small caps fund. Investing in the 'blue chips of tomorrow', the Australian Small Companies Fund has been developed after the manager identified attractive ...

Former adviser lands in jail

KARREN VERGARA  |  TUESDAY, 26 SEP 2023
... found Mark Raymond Sebo guilty of misappropriating $1,056,685.18 by either helping clients set up or maintain self-managed super funds. Sebo used all the money to feed his gambling habit between July and August 2019 while he was sole director and shareholder ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... businesses, and the family home, but including SMSF assets. According to the report, more HNWIs than ever have self-managed super funds (SMSFs), and the wealthier they are the greater that percentage. While 56% in the $1 million - $2.5 million bracket ...