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Showing 31 - 40 of 98 results for "SMSF clients"

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON | WEDNESDAY, 20 JUN 2018

... found many were uncertain of their new obligations, particularly the requirement to provide a Statement of Advice to SMSF clients. Research released by BT Financial Group around the same time showed 71% of accountants didn't view securing an AFSL ...

Global fixed income manager mulls active bond ETFs

HARRISON WORLEY | FRIDAY, 1 JUN 2018

... subject to regulatory requirements, Western Asset would be "happy to get involved" in actively managed bond ETFs for SMSF clients. When asked if these products were on the horizon for Australia, Legg Mason head of marketing Felicity Nicholson confirmed ...

SMSFs investing restrictions unfair: Poll

KARREN VERGARA | MONDAY, 16 APR 2018

... advisers. The second-most common issue, related to the relationship between LRBAs and the transfer balance cap, where SMSF clients "would need to record a credit against their transfer balance account where an LRBA held in retirement phase is repaid ...

SMSF pool still ripe for financial advice: AMP

KANIKA SOOD | FRIDAY, 13 APR 2018

... supporting their retirement goals. It's an opportunity for advisers to share their expertise with new and existing SMSF clients," AMP Capital global head of marketing, digital, innovation and direct Tim Keegan said. The findings come from AMP Capital's ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT | MONDAY, 21 AUG 2017

... practice revenue from providing SMSF advice by 10% in 2017, the figures have held steady. Only SMSF specialists (20+ SMSF clients) received client growth. Growth in the market, according to Investment Trends, is really only coming from the rise of the ...

ASIC audits limited AFSLs

KARREN VERGARA | THURSDAY, 20 JUL 2017

... ASIC said, adding some licensees were uncertain about providing documents, in particular a statement of advice to SMSF clients. Licensees told ASIC they were actively seeking training and assistance on a number of aspects of the regime to which the regulator ...

MDA provider builds custom solution

JAMIE WILLIAMSON | WEDNESDAY, 19 JUL 2017

... including direct investment in ASX-listed securities. The Wealth Partnership director Tony Rumble said high-net-worth and SMSF clients want to see exactly where their investments are, rather than to co-exist in a 'black box' of managed funds. "Our MDA ...

Class integrates with two boutiques

KARREN VERGARA | FRIDAY, 14 JUL 2017

... Integrating with Class means unlicensed accountants can continue to give exempt tax advice and 'execution only' services to SMSF clients with minimal disruption, A.S.A.P. chief executive Jim Hennington said. The advice scoping tool built within A.S.A.P. ...

ATO pushes back SMSF returns deadline

KARREN VERGARA | MONDAY, 15 MAY 2017

... commissioner James O'Halloran said. "Accountants, tax agents and SMSF advisers play a key role in ensuring that their SMSF clients are ready for the changes on July 1. They will ensure their clients are in the best position to make informed decisions ...

Partnership empowers accountants to give advice

KARREN VERGARA | FRIDAY, 12 MAY 2017

... that will give accountants the power to offer financial advice to clients without an AFSL. Accountants working with SMSF clients will indirectly be able to provide financial advice via Plenty Plus, which operates on an AFSL. Plenty co-founder Josh Golombick ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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