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Showing 601 - 610 of 1383 results for "SMSFs"

Class partners with new fintech

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
... technology following the implementation of regulation requiring them to obtain a 'limited' AFSL to continue advising on SMSFs.

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... professional help in validating their investment strategies and portfolio construction," Peker said. In the past year 37% of SMSFs used a financial planner, according to the report. This was slight increase from last year and represents the first uptick ...

Rubik and class form advice tech partnership

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
... to obtain the newly created 'limited' Australian financial services licence to continue providing advice to clients about SMSFs. Rubik chief executive Iain Dunstan said: "As part of Rubik's omni-channel offering, the Provisio module is perfectly suited ...

SMSFs warrant PC review inclusion

DARREN SNYDER  |  WEDNESDAY, 3 AUG 2016
... issues and challenges in assessing the differences between tax management in large institutional funds and by individuals in SMSFs, however, "these differences - even when merely perceptual - may be influencing member behaviour." In its 325-page draft ...

SMSF advisers face demanding year

MARK SMITH  |  TUESDAY, 2 AUG 2016
... light of the changes. Above and beyond the Budget changes, George said ongoing scrutiny by the ATO of arrangements involving SMSFs to inappropriately minimise tax, and the requirements to ensure that SMSF-related party borrowings are held at an arm's ...

Stockspot and Class form data deal

DARREN SNYDER  |  TUESDAY, 2 AUG 2016
A direct data feed for SMSFs showing portfolio investments, capital gains, dividend statements, franking credits and tax summaries is now live through a new industry partnership. Automated investment adviser and fund manager Stockspot has teamed with ...

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
... segment based on broader industry trends, including the impact of new technologies * Reasons the Self Managed Super Funds (SMSFs) sector will shape product development and innovation * Next big wave, the managed accounts pioneers (adviser case study) ...

Half of SMSFs set for super change slug

MARK SMITH  |  FRIDAY, 29 JUL 2016
... super savings system is likely to be impacted most by the proposed retirement balance transfer cap. Around 8% of two member SMSFs have both members with balances in excess of the cap. In relation to other changes to superannuation proposed by the government ...

Unlicensed product adviser receives four year ban

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
... fund. The court also permanently banned Park Trent from providing unlicensed financial product advice to clients regarding SMSFs. As a key decision maker of Park Trent, ASIC found Cross was knowingly involved in Park Trent's contraventions and intended ...

SMSFs will shape the future of ETFs

DARREN SNYDER  |  TUESDAY, 26 JUL 2016
The rise of exchange-traded funds is one of the most remarkable growth stories in Australian financial services, and self-managed superannuation funds are going to lead its future. State Street Global Advisors head of portfolio strategists Asia-Pacific ...