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Showing 31 - 40 of 122 results for "SMSFA"

Reforms will strengthen retirement advice: Experts

KARREN VERGARA | WEDNESDAY, 21 FEB 2024

... triage mechanism is," she said. She described it as an "advice intervention" akin to the design and distribution obligations. SMSFA chief executive Peter Burgess, who also appeared on the thought leadership panel, would like to see the QAR extend to ...

Conference to address major SMSF issues

KARREN VERGARA | TUESDAY, 13 FEB 2024

... as well as learn about critical issues affecting the sector from a suite of experts, according to the SMSF Association (SMSFA). Heffron SMSF Solutions managing director Meg Heffron will be taking part in a panel at the annual SMSFA conference, which ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA | MONDAY, 5 FEB 2024

... year's National Conference, particularly as major reforms such as the $3 million superannuation tax changes loom. The SMSFA will host its flagship event at the Brisbane Convention and Exhibition Centre (BCEC) between February 21 and 23, with this ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI | WEDNESDAY, 11 OCT 2023

... International Centre for Financial Services (ICFS) at the University of Adelaide and commissioned by the SMSF Association (SMSFA), it is expected that members whose additional tax liability averages over $80,000 during FY20 and FY22 will experience an ...

Budget of missed opportunities: Industry

CASSANDRA BALDINI | WEDNESDAY, 10 MAY 2023

... SMSFs, this new tax could drive up their costs substantially at a time of unprecedented cost of living increases," said SMSFA chief executive Peter Burgess. "Therefore, it's important the full impact on taxpayers, including small business owners and ...

NALI measure receives mixed response

JAMIE WILLIAMSON | WEDNESDAY, 10 MAY 2023

... it involves related entities, so determining a 'market rate' can be difficult, costly, and often subjective." The SMSFA remains of the view that the 2019 NALI changes were an overreach, he added. As for APRA-regulated funds, Association of Superannuation ...

Curbing super tax breaks for the wealthy: Consultation opens

ANDREW MCKEAN | MONDAY, 3 APR 2023

... disproportionate share of superannuation savings. Following the release of the consultation paper, the SMSF Association (SMSFA) expressed cautious optimism. SMSFA chief executive Peter Burgess said there are various items included in a member's total ...

Super fund advice needs more guardrails: Conference

KARREN VERGARA | MONDAY, 27 FEB 2023

... convinced that this only works in theory. The Quality of Advice Review chair Michelle Levy stuck to her guns at the recent SMSFA Conference, forging ahead with the idea that financial advice should be easily accessible within financial institutions. ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER | THURSDAY, 2 FEB 2023

The associations have combined to offer CFPs an express pathway for completing the SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt ...

ASIC abandons $500k SMSF threshold

ANDREW MCKEAN | FRIDAY, 9 DEC 2022

... he said: "It's a significant breakthrough for our sector to have that $500,000 threshold removed." Earlier this year, the SMSFA wrote to ASIC requesting that it review its guidance for AFSLs (and their representatives) who provide advice to retail clients ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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