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Showing 531 - 540 of 1390 results for "SMSFS"

The challenges of modern estate planning

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... made against the estate, which makes its way to court and isn't later settled out of court. "You see a lot of clients with SMSFs and discretionary trusts who aren't aware of just how many ways a claim could be made against their assets once they pass," ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... investors to diversify their investment portfolios is exciting for our business. Much has been said and written about how SMSFs are heavily weighted towards cash and Australian blue chips, so a service that can help those trustees who want to diversify ...

ASIC audits limited AFSLs

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
... assess how they were faring with their obligations following the removal of an exception for accountants to give advice on SMSFs in July last year. ASIC found licensees were uncertain about steps they need to take to comply with their new obligations ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... segregated account with Diversa as the trustee. While assets such as property and the more 'exotic' assets available through SMSFs are excluded, clients can invest in the top 500 ASX-listed securities; listed Australian shares; exchange-traded funds ...

Association launches retirement savings research hub

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2017
... to advance the technological architecture of the SMSF sector by providing an industry hub to develop data standards for SMSFs and new applications of information technology to SMSF administration. This will pull together SMSF businesses, researchers ...

Macquarie unveils adviser payment service

KARREN VERGARA  |  TUESDAY, 18 JUL 2017
... prioritise product enhancements and the AIP service is just one example of this. One in three self-managed super funds (SMSFs) chooses Macquarie's cash management account, McArdle said, adding "we're investing significantly to build a level of functionality ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... so that accountants can be confident in using it within SMSF processes, he said. Hennington added each year, a quarter of SMSFs will need written product advice to support the transactions accountants help with, including set-ups and pensions. Meanwhile ...

Super funds renew custody contracts with State Street

EMMA RAPAPORT  |  THURSDAY, 13 JUL 2017
... forecast to hit $9.5 trillion by 2035 off the back of growth in industry and retail funds, and the increasing popularity of SMSFs in post-retirement phase.

SMSF auditor busted self-auditing

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
... inadequate," ASIC commissioner John Price said. Under the Superannuation Industry (Supervision) Act 1993, all auditors of SMSFs are required to be registered with ASIC to ensure that all SMSF auditors meet the base standards of competency and expertise. ...

NAB Financial Planning appoints super fund executive

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
... head of adviser services and strategic partnerships at IOOF. She has worked across funds management, platforms, insurance, SMSFs, advice and service delivery over a career spanning more than 20 years. Harrison will play an integral role in the NAB Financial ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI
Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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