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Showing 51 - 60 of 84 results for "SMSF Adviser"

More time needed for TBAR transition: SMSFA

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
The SMSF Association is calling on the Australian Taxation Office to give SMSF trustees more time to adjust to the new Transfer Balance Account Report requirements, echoing member sentiment. In its submission to the ATO's Transfer Balance Cap and SMSF ...

ATO pushes back SMSF returns deadline

KARREN VERGARA  |  MONDAY, 15 MAY 2017
The Australian Tax Office is extending its self-managed superannuation fund annual returns date for the 2015-16 reporting period to 30 June 2017. The superannuation reform, taking effect on July 1, is proving to be a "crucial transition" period for ...

SMSF advisers face demanding year

MARK SMITH  |  TUESDAY, 2 AUG 2016
SMSF advisers are facing a year of significant change for their clients as the Government seeks to implement its 2016-17 Budget superannuation measures. That was the message from SMSF Association head of policy Jordan George in his address to delegates ...

SuperGuard360 gives SMSF trustees greater protection

MARK SMITH  |  FRIDAY, 15 JUL 2016
A new service aimed at giving SMSF advisers' clients greater confidence in setting up a self-managed fund by providing an extra layer of protection from financial misconduct, fraud and theft, has been launched by Rainmaker. SuperGuard360 is the first ...

Ignition Wealth partners with SMSF administrator

ALEX BURKE  |  MONDAY, 23 MAY 2016
Independent automated investment adviser Ignition Wealth has partnered with a leading SMSF administrator. Triple A Super provides administration, taxation, deed and transition services for SMSF advisers and accountants. Through the Ignition Wealth partnership ...

Banned SMSF adviser charged for misappropriating $1.8m

ALEX BURKE  |  FRIDAY, 20 MAY 2016
An SMSF property adviser has been charged with 31 counts of deception following an ASIC investigation. George Nowak was the director of EJ Property Developments, formerly Charterhill. According to ASIC's findings, he misappropriated $1.8 million in ...

AMP and Topdocs partner for SMSF service

ALEX BURKE  |  THURSDAY, 31 MAR 2016
AMP has partnered with legal document provider Topdocs to provide SMSF documentation services through its SuperConcepts SMSF business. The service will allow SMSF advisers to generate documentation based on the fund data available on SuperConcepts' ...

ASIC bans SMSF adviser

ALEX BURKE  |  MONDAY, 9 NOV 2015
ASIC has permanently banned a former self-managed superannuation fund adviser. Marion Joan Pearson, who provided SMSF advice to clients from November 2007 to October 2013, now resides in New Zealand. She is the sole director of and shareholder in Colisa ...

SMSFs impacted by power of attorney rule changes

STAFF WRITER  |  THURSDAY, 24 SEP 2015
Changes to the rules governing power of attorney in Victoria, which came into force on 1 September, will impact the way SMSF advisers service their clients. The new Powers of Attorney Act 2014 consolidates the enduring power of attorney and enduring ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
More than half (55%) of SMSF financial planners expect referrals from external accountants to be a future source of clients, CoreData's 2014 SMSF Professional Report reveals. Overall, three-quarters of all SMSF intermediaries expect 10% growth in their ...