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| | | To thrive in providing SMSF advice, financial advisers must gain specialist skills, technical competencies and work on strengthening their professional judgement, according to the SMSF Association. Advisers are urged to do better particularly in the ... |
| | | | ... with large sums of wealth must consider their tax planning and retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning, Meg Heffron, managing director of Heffron Consulting, discussed different ... |
| | | | Several forces are fuelling the unprecedented rise in SMSF establishments, and while financial advisers used to be the driving force behind this, they are now getting left behind, according to industry experts - but they can reclaim their lead. New ... |
| | | | ... advisory, derivatives, and managed discretionary accounts, providing "a range of options" for self-managed superannuation funds (SMSF), sophisticated, and institutional investors. In 2023, Pulse Markets was required to compensate a complainant to the ... |
| | | | Although the tabling of the super tax bill was largely supported by the industry, the SMSF Association (SMSFA) remains concerned about the likelihood of "unintended" consequences. Yesterday, Treasurer Jim Chalmers introduced the Treasury Laws Amendment ... |
| | | | ASIC is urging super trustees to strengthen their anti-scam and fraud practices after a review found "significant" gaps in communications to members. Following an assessment of scams and fraud-related website content across 47 super funds, benchmarking ... |
| | | | ... types of contributions, the increase may enable people with larger super balances to get more in to super." Also commenting, SMSF Alliance managing director David Busoli said how the increase will apply to existing pensioners "depends on a convoluted ... |
| | | | ASIC penalised 28 self-managed superannuation fund (SMSF) auditors in the first half of FY26, including the cancellation of 22 registrations. ASIC said its action relates to breaches of obligations and standards, including failures to comply with auditing ... |
| | | | ... and continuing to invest in an all-in-one platform that gives clients a holistic view of their wealth across personal and SMSF accounts," Korfits said. Under his watch, Korfits said Totality will accelerate an institutional-led strategy focused on scaling ... |
| | | | ... advice in October 2023 to roll over their existing superannuation into a newly created self-managed superannuation fund (SMSF). The adviser then recommended the SMSF invest in a high growth product. AFCA said it wasn't clearly disclosed to the complainant ... |
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