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Showing 611 - 620 of 2554 results for "SMSF"

Super chief opposes SG increase

ELIZA BAVIN  |  WEDNESDAY, 19 FEB 2020
... presently lower than public offer super funds," Baird said. Baird argues that although the risk of the failure of an individual SMSF is minimal to the overall pension costs of the government, "significant and sustained" under-performance is a risk where ...

What SMSFs will look like in 2030

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
A panel discussion at the SMSF Association Conference has sought to predict what the SMSF industry will look like in 10 years' time, with the issue of retirement front and centre. Rice Warner executive director Michael Rice, Challenger chair of retirement ...

New partners at HLB Mann Judd

KANIKA SOOD  |  MONDAY, 17 FEB 2020
... to five. "Paul's appointment comes at a time of strong demand for quality business advisory, taxation, wealth advisory and SMSF services. HLB Mann Judd Wollongong is the only mid-tier accounting firm in the Illawarra area and Paul's appointment strengthens ...

SMSF auditors in firing line

ELIZA BAVIN  |  FRIDAY, 14 FEB 2020
... requirements and otherwise not being a fit and proper person." Philip Shugg from Victoria has been disqualified from being an SMSF auditor for "not being a fit and proper person" noting that he was bankrupt. Greg Marlow from the Northern Territory have ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... Meanwhile non-insto aligned advisers only fell by 5% to 11,083. AMP Financial Planning remains the largest licensee followed by SMSF Advisers Network, Charter, Morgans and Synchronised Business Services. AMP and its four licences is the largest advice ...

Retirement income review must focus on women: KPMG

HARRISON WORLEY  |  WEDNESDAY, 5 FEB 2020
... we believe the proposals outlined here would do much to combat the inequality women face in later life." Separately, the SMSF Association used its submission to label self-managed super funds the "pioneer group" for the retirement income system; with ...

Permanent ban follows alleged SMSF theft

HARRISON WORLEY  |  WEDNESDAY, 5 FEB 2020
A Sydney-based financial adviser has been permanently banned for allegedly transferring client SMSF funds to the trust account of a business she controlled. ASIC has permanently banned Sydney adviser Tram Tran, after it found the funds of her clients ...

Property manager hires super fund head

ALLY SELBY  |  TUESDAY, 4 FEB 2020
... role of fund manager at Charter Hall Direct, in a move that the firm says reflects the growth of Charter Hall's retail and SMSF business. Charter Hall managing director and chief executive David Harrison said Patterson's experience and relationships ...

SMSF data misleading: BGL

ALLY SELBY  |  FRIDAY, 31 JAN 2020
SMSF administrator BGL Corporate Solutions has called out ASIC over a "misleading" fact sheet it published and distributed to SMSF trustees last year. It comes after SMSF Association chief John Maroney slammed the regulator over the data used in the ...

Infrastructure boutique hires former Hastings director

KANIKA SOOD  |  WEDNESDAY, 29 JAN 2020
Nicole Connolly's Infrastructure Partners Investment Fund has appointed a former Hastings director as its head of portfolio construction and research. Kurt Lemke is joining IPIF after working as Hastings Funds Management's group director for ...