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Showing 51 - 60 of 319 results for "SMSF association"

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... super fund (SMSF) clients per SMSF specialists, Investment Trends head of research Irene Guiamatsia told the SMSF Association Technical Summit. According to the Investment Trends 2024 SMSF Adviser and Accountant Report, there has been a significant increase ...

GST rebate changes worsens cost of advice: SMSFA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... for the GST component of adviser fees from July 1 can aggravate the cost of financial advice, according to the SMSF Association (SMSFA). In a few weeks' time, superannuation funds and platform providers will no longer be able to claim a rebate for the ...

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... flexibility in the qualification standards and access to a broader pool of candidates to increase numbers," she said. SMSF Association chief executive Peter Burgess lauded the fact that instead of needing a second degree to meet the financial planning ...

Proposed super tax obfuscates legacy pensions rules: SMSFA

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... clarify the confusion surrounding legacy pensions and reserves, and how they should be calculated, according to the SMSF Association (SMSFA). The SMSFA is calling for an amnesty for legacy pensions in the upcoming federal budget as current draft regulations ...

Treasury releases draft legislation for new $3m super tax

ELIZA BAVIN  |  TUESDAY, 19 MAR 2024
... deliver income for a dignified retirement, alongside government support, in an equitable and sustainable way." The SMSF Association (SMSFA) slammed the proposed changes to the bills, calling them "significant and complex". "This is a policy that has ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... am I going to need to [implement these] because they have not historically done it," she told last week's SMSF Association Conference. Last year, assistant treasurer Stephen Jones said that superannuation's highly regulated framework makes it ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... financial services businesses, according to McCrindle Research principal Mark McCrindle. During day two of the SMSF Association National Conference, McCrindle emphasised the importance of financial advisers understanding and being prepared for these ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... only when dealing with clients but as early as the onboarding process. Bobbin told delegates on day three of the SMSF Association Conference in Brisbane that this involves reassessing their client communication tools. "Because this is setting you up ...

Financial services 300x more likely to get hacked: Expert

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... Cyber Collective founder Fraser Jack says it's not a matter of 'if' but 'when'. Addressing day three of the SMSF Association National Conference this morning, Cyber Collective founder Fraser Jack warned delegates that the chances of getting hacked ...

How will Division 296 Tax impact farmers?

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... the government's draft legislation Division 296 Tax. Commenting on the future of farming property at the SMSF Association Conference, Timms said market research has shown that primary producers have a higher impact from this tax than others, due ...