Search Results | Showing 41 - 50 of 776 results for %22SMSF Advice%22 |
| | | ... offices in Perth and the Wheatbelt region of Western Australia, we have helped a very large number of clients establish their SMSF as a means to achieve long-term wealth creation and the best possible retirement," he said. "Not every SMSF client wants ... |
| | | | ... adviser" - also used some of the money for personal expenses, while also collected more than $1 million in fees for the "advice". This occurred between March 2017 and December 2020, and her husband Sadu Singh was also a director of the company. He was ... |
| | | | ... investor group comprising private equity firm Pemba Capital Partners and several advice industry executives is buying the SMSF administration business and its SuperMate solution. AMP is selling SuperConcepts to Pemba Capital Partners, which is co-investing ... |
| | | | ... need expertise on regulation changes and investments. This is according to the latest Vanguard and Investment Trends 2023 SMSF Report, which found that 160,000 trustees currently use the service of a financial adviser, up from 155,000 year on year. Looking ... |
| | | | ... recommending his clients roll over their existing superannuation to a newly established self-managed superannuation fund (SMSF) and borrow to invest in residential property. The regulator's surveillance of the former adviser looked at client files from ... |
| | | | ... remained firm in its plan to double the concessional tax rate from 15% to 30% for super balances above $3 million. However, the SMSF Association called for the government to reopen the consultation and said it needs more discussion. "If the government ... |
| | | | ... rather than a tax anti-avoidance matter. CA ANZ will continue to advocate for our preferred solution," it said. Meanwhile, SMSF Association chief executive Peter Burgess said the measure is an improvement, though the use of a factor-based approach "is ... |
| | | | ... assets - as a testament to industry funds' success. As of 2022, there are seven mega-funds, which account for 58% of non-SMSF super industry assets, made up of three industry funds, one public sector funds, and three retail funds. Comparatively, in 2021 ... |
| | | | ... Wealth (279), Count Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174), and Infocus Securities (172) make up the ... |
| | | | A former financial adviser was sentenced to six years behind bars for committing a $650,000 fraud, using clients' SMSF savings to pay off his personal debts. Appearing before the Maroochydore District Court, former adviser Brett Gordon faced nine counts ... |
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