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Showing 571 - 580 of 1807 results for "Managed Super"

Former adviser launches sustainable trading platform

EMMA RAPAPORT  |  THURSDAY, 18 MAY 2017
An online trading platform which uses environmental, social and governance data to help retail investors screen for stocks based on sustainability factors is set launch in the coming months. The H2 Ventures backed start-up, Goodments, founded by former ...

SMSFs in rebalancing flurry

KARREN VERGARA  |  THURSDAY, 18 MAY 2017
Benefit payments for self-managed superannuation fund members jumped by 71% in the March quarter, indicating a last-ditch effort to re-adjust balances head of the July 1 legislative changes to super. SuperConcepts' survey of 2750 SMSFs shows the average ...

Two Victorian advisers cop bans

KARREN VERGARA  |  TUESDAY, 16 MAY 2017
Two former AMP Group-aligned financial advisers copped temporary bans from ASIC for operating without an AFSL and providing inappropriate advice. ASIC's investigation found MySuperMan director David Heycock and employee Stuart Arnold-Levy provided unlicensed ...

Advice network buys into accounting industry

ALEX BURKE  |  MONDAY, 15 MAY 2017
... recently acquired Peters and Partners, a firm established in 2014 that provides business and taxation services, self-managed super fund (SMSF) accounting and administration and corporate advisory. AZ NGA chief executive Paul Barrett said his group's ...

ATO pushes back SMSF returns deadline

KARREN VERGARA  |  MONDAY, 15 MAY 2017
The Australian Tax Office is extending its self-managed superannuation fund annual returns date for the 2015-16 reporting period to 30 June 2017. The superannuation reform, taking effect on July 1, is proving to be a "crucial transition" period for ...

Water investing makes a splash

KARREN VERGARA  |  MONDAY, 15 MAY 2017
... director Kim Morison says the majority of investors in the Blue Sky Water Fund are high net worth individuals and self-managed super funds. The fund, which invests in water rights, has generated a 16.5% return net of fees and doubled investors' money ...

Partnership empowers accountants to give advice

KARREN VERGARA  |  FRIDAY, 12 MAY 2017
Self-managed superannuation fund software provider Class has partnered with an online financial adviser in a move that will give accountants the power to offer financial advice to clients without an AFSL. Accountants working with SMSF clients will indirectly ...

LRBA loophole for SMSFs removed

EMMA RAPAPORT  |  THURSDAY, 11 MAY 2017
Self-managed superannuation funds will be prevented from circumventing contributions caps through the use of limited recourse borrowing arrangements under new Budget measures. Announced in the Federal Budget this week, from 1 July 2017, the outstanding ...

SMSFs hit hard by super reform

KARREN VERGARA  |  TUESDAY, 9 MAY 2017
About a third (31%) of self-managed super fund members will be adversely affected by the impending superannuation reforms - not 4% the government grossly underestimated in last year's budget. A new report from SMSF software company Class found Baby ...

Terrible tax policies of the last 25 years

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
Many Budgets have proven to be good for the country, while others received less than glowing reviews in history books. To take us into the next phase of fiscal policy, one of Australia's most respected and renowned economic commentators, Saul Eslake ...