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Showing 541 - 550 of 2554 results for "SMSF"

Synchron compliance lead moves to AMP

ELIZABETH MCARTHUR  |  MONDAY, 17 AUG 2020
... AMP is the largest advice AFSL in Australia with 1025 registered advisers, a 4.7% market share. The second largest is the SMSF Adviser Network, an AFSL designed for accountants that want to be able to provide SMSF and superannuation advice to clients ...

Fiducian posts $10.5m in FY20 profits

KANIKA SOOD  |  MONDAY, 17 AUG 2020
... wants to distribute managed accounts capabilities, offer badged solutions to independent financial advisers and build on SMSF administration. It is also looking to commercialise financial planning software and add new system functionality to platform ...

ATO announces SMSF age limit changes

ELIZA BAVIN  |  FRIDAY, 14 AUG 2020
... meeting the work test is they are under 67, and receiving spouse contributions for those under 75 years old. The ATO said SMSF members must still meet all other criteria, but the age limits have been changed to allow for flexibility. SMSFs can use ATO ...

FSC calls for scaled advice model

ALLY SELBY  |  TUESDAY, 11 AUG 2020
The Financial Services Council (FSC) has called on the government to implement a two-year trial of a scalable advice model, in a bid to increase access to affordable advice to Australians at a time when they need it most. The COVID-19 crisis has seen ...

ASIC slammed over SMSF data

ANNABELLE DICKSON  |  WEDNESDAY, 5 AUG 2020
The House of Representatives Standing Committee on Economics scrutinised ASIC over its SMSF fact sheet in a public hearing reviewing the 2019 ASIC Annual Report. ASIC's SMSF Fact Sheet published last year outlined that the average cost of running ...

Class bolsters tech team

ALLY SELBY  |  TUESDAY, 4 AUG 2020
... such strong leadership and delivery team that continues to focus on innovation and technology to simplify the management of SMSF, portfolios and trusts." MacLarty most recently worked as a technology enablement manager at Qantas' Loyalty business, where ...

SMSFA, FSC call for infrastructure investment access

ANNABELLE DICKSON  |  TUESDAY, 28 JUL 2020
The SMSF Association and the Financial Services Council (FSC) are calling for self-managed super funds to have access to unitised, liquid infrastructure investments as a way of generating economic growth. The two organisations, which represent more ...

What to expect from the Retirement Income Review

KANIKA SOOD  |  FRIDAY, 24 JUL 2020
... Callaghan and includes two other panelists in former Future Fund board member and banker Carolyn Kay and former chair of SMSF Association Deborah Ralston. The review was not to make any recommendations (akin to the Royal Commission or Productivity Commission's ...

Class launches Xplan integration

ALLY SELBY  |  WEDNESDAY, 22 JUL 2020
... advisers and accountants to seamlessly share a single, consistent and up to date view of their client's wealth, across both SMSF and non-SMSF entities. Class believes the integration will save advisers and accountants up to four hours on each report ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... period. The data does not show how many advisers IOOF picked up from ANZ. Commonwealth Bank also shed 99 advisers and the SMSF Adviser Network lost 84. National Australia Bank's advisers went from 350 to 279, with 71 exiting in the last six months. ...