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Showing 591 - 600 of 2554 results for "SMSF"

Industry bodies work to ease regulatory burdens

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
... to early access to super. The Regulatory Burden Taskforce - comprised of the Financial Planning Association of Australia, SMSF Association, Institute of Public Accountants, Chartered Accountants and Certified Public Accountants - wants ASIC to offer ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... hamstrung in helping. Meg Heffron, managing director of Heffron, says more people have called her company wanting to establish an SMSF in the last month than in the last three months of 2019. "This happened during the GFC as well. People are anxious ...

Vanguard launches simplified investment platform

HARRISON WORLEY  |  WEDNESDAY, 1 APR 2020
... accessible through the platform for $19.95 of 0.15% per trade - whichever is greater. The offer's roll out will be phased, with SMSF account access set to be introduced at a later date, as well as the ability for financial advisers and their clients ...

Rent relief welcome news for SMSFs

ELIZABETH MCARTHUR  |  MONDAY, 30 MAR 2020
... prior to the ATO's announcement. "SuperConcepts has been inundated with calls and emails from concerned clients who have an SMSF which owns a business premise that is being leased to a related party," said SuperConcepts general manager of technical education ...

SMSFs in flashback to 2008

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
... the Ethical Advisers' Co-op, wrote to Treasurer Josh Frydenberg last week to ask him to institute the same measures for SMSF pensioners that the Rudd Government introduced during the Global Financial Crisis. In 2008, the government made a temporary ...

SMSFs expected to outperform: Research

ELIZA BAVIN  |  MONDAY, 23 MAR 2020
... than average exposures to cash and other low volatility assets, according to Rainmaker research. Around a quarter of the SMSF sector is held in cash and about 45% is held in shares, compared to other super funds that hold 10% in cash and 60% in shares ...

SMSF Association chair gets new gig

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 MAR 2020
The chair of the SMSF Association has joined a technical specialist to lead its growth plans. Self-managed superannuation technical specialist Heffron has appointed Andrew Hamilton as director of strategy and growth. Hamilton is currently chair of the ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... and institutions. Before founding his own business, Schapkaitz spent eight years with AMP and SuperConcepts in sales and SMSF administration senior roles. He also spent more than four years with BT Financial Group as the NSW/ACT state manager securitor ...

SuperConcepts names new chair

ELIZA BAVIN  |  TUESDAY, 3 MAR 2020
... commissioner superannuation at the Australian Taxation Office. SuperConcepts chief executive, Lara Bourguignon said Forsyth's SMSF experience will further bolster the positioning of SuperConcepts in line with the simplified operating model. "Stuart has ...

Queensland adviser barred from industry

ALLY SELBY  |  WEDNESDAY, 26 FEB 2020
... permanently banned and an AFS licence canned, after the corporate watchdog found he had procured loans for his own use from SMSF clients. ASIC has banned William John Henry Houwing, also known as Jack Houwing, from providing financial services and have ...