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Showing 31 - 40 of 1278 results for "SMSFS"

Coastal Advice Group expands reach

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
... in superannuation, pensions, and investments, Wealth for Life Financial Planning provides specialist accredited advice on SMSFs. Upon completion, Coastal Advice will boast a team of 15 advisers and serve over 2000 clients, with funds under management ...

'Should have known better': AAT tells auditor

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2023
... that Townshend was under the impression that independence requirements laid out in the Code of Ethics "did not apply to SMSFs because the relevant provisions appear on their face to be directed to members of an audit team rather than individual auditors." ...

Super fund fees now at record low: Data

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... over 1500 superannuation fund fee options, spread across hundreds of products, indicated a 2% reduction in the past year. SMSFs are the least expensive segment with average fees of 0.65% per annum, while MySuper options, covering the largest number of ...

Caddick victims sue auditors in class action

KARREN VERGARA  |  MONDAY, 30 OCT 2023
... deceptive conduct or representations. Justice Markovic is set to preside over the class action. Former clients, many of whom had SMSFs, believed their money was predominately invested in ASX-listed equities using CommSec accounts. In the eight years ...

CrowdProperty opens to retail investors

CHLOE WALKER  |  MONDAY, 23 OCT 2023
... CrowdProperty Australia chief executive David Ingram said the benefit of the platform is that investors - ranging from individuals, SMSFs, trusts, and companies - can invest comparatively modest sums in multiple project loans with first mortgage security. ...

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 ...

ASIC cracks down on 11 SMSF auditors

ANDREW MCKEAN  |  WEDNESDAY, 11 OCT 2023
... annual audits," said ASIC deputy chair Sarah Court. Court highlighted that auditors are responsible for overseeing 610,000 SMSFs, holding a combined total of more than $875 billion in funds. "SMSF auditors play an essential role in supporting confidence ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... losses associated with meeting the new tax liability. Burgess stipulated that other recent studies show around one in four SMSFs impacted by the tax change hold property. "Given many will be small business operators and farmers who hold their premises ...

Farmers distressed by superannuation tax overhaul

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... 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 face difficulty ...

AUSIEX, Saxo launch new adviser trading solution

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
... platform, and ensure it continues to be a leading solution for advisers, brokers and self-managed superannuation funds (SMSFs) by not only enabling advisers to trade international equities alongside domestic securities, but also benefit from integrated ...