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Showing 41 - 50 of 81 results for "new SMSF"

SMSF accountants seek investment product knowledge

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
... Fund 360 were rated the highest in terms of overall user satisfaction. "One in four accountants intend to start using a new SMSF software provider in the next 12 months, with over half intending to use a cloud-based solution," Choi said.

SMSFs winning over younger Australians

MARK SMITH  |  WEDNESDAY, 23 MAR 2016
SMSFs appear to be gaining more traction with younger people with the latest data from the ATO showing 43% of new SMSFs are established by members younger than 45, whilst 25% of new funds are set up by members older than 55 as they approach retirement. ...

SMSF capability added to BT Panorama

MARK SMITH  |  MONDAY, 14 DEC 2015
BT is ready with the first phase of its new SMSF offering, which offers access to all the investments on the BT Panorama platform. Launching in early 2016, the new solution allows advisers, accountants and their clients to collaborate on the establishment ...

FEATURE: The great race to invest

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... life - has boosted SMSF numbers and inflows over the last few years. But for the first time, this year the number of new SMSF establishments has slowed down. They fell by 24% to 22,822 in the year to June 2015. This is the lowest annualised SMSF growth ...

New Topdocs tool speeds SMSF application

MARK SMITH  |  MONDAY, 16 NOV 2015
Legal document provider Topdocs has developed a quick and easy way for new SMSFs to register for an ABN and Tax File Number through its new Instant SMSF online application. Topdocs director Michael Spakman said the new feature, available in Topdocs' ...

ASIC charges unlicensed SMSF loan provider

ALEX BURKE  |  THURSDAY, 12 NOV 2015
ASIC has brought criminal charges against a former company director for offering "loans" based on future superannuation entitlements. Grant Thorsby Ross (alias David Thorsby Ross) was the former sole director of Motabank and Multimedia Marketing, and ...

CBA launches online SMSF portfolio

ALEX BURKE  |  MONDAY, 28 SEP 2015
... an online portal which gives self-managed super fund trustees a consolidated view of SMSF assets and liabilities. The new SMSF Portfolio feature is part of CBA's MyWealth mass market wealth management platform, launched in 2013 to "help Australians create ...

New SMSFs slowing as boomers retire

ALEX BURKE  |  MONDAY, 7 SEP 2015
Net establishments of new self-managed super funds have steadily declined since mid-2014, according to ATO and APRA data. Specifically, net establishments have fallen by 24% to 22,822 in the 12 months to June 2015. While this can be partly attributed ...

BMR debuts 15-minute SMSF

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... we are proud to launch the 15 minute SMSF. In starting BMR, my goal was to minimise the length of time it took for a new SMSF to be setup and delivered to the client. We have utilized the newest technology and kept true to our mantra - fast, clear, concise," ...

Details of new SMSF accreditation revealed

MARK SMITH  |  TUESDAY, 24 FEB 2015
The SMSF Association has unveiled details of its new SMSF Certified Practitioner accreditation. The new certificate is designed as a stepping stone for associates to build their knowledge prior to attaining the industry body's existing SMSF Specialist ...