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Showing 771 - 780 of 2554 results for "SMSF"

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... higher ratios of women, accounting for 38% of total advisers. Overall, the licensees with the most women advisers are AMP, SMSF Advisers Network, Commonwealth Financial Planning, Westpac and NAB. From a geographic perspective, despite having the fewest ...

More than half of advisers without association membership

JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
... Rounding out the top four, 1758 advisers identify as members of CPA Australia while 1230 declare an affiliation with the SMSF Association. Meanwhile, the Institute of Public Accountants, Mortgage and Finance Advisers Association, he Finance Brokers Association ...

Scrapping LRBAs would be detrimental to investors

DARREN SNYDER  |  WEDNESDAY, 7 NOV 2018
... broadly." "We fully support ASIC's tough line on property spruikers who prey on the vulnerable by encouraging an unsupportable SMSF and corresponding LRBA. But to ban LRBAs entirely, thus denying many SMEs and self-employed owners the opportunity to ...

Treasury delays CIPR timetable

KARREN VERGARA  |  WEDNESDAY, 31 OCT 2018
Assistant Treasurer Stuart Robert announced two major updates to the proposed Comprehensive Income Products for Retirement (CIPRs) initiative, one of which is giving superannuation trustees more time to get retirement income strategies in order. Robert ...

Chief investment officer retires

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... "savings" to be collected under Labor's proposal will come from low-income earners and self-funded retirees with modest SMSF balances. Many of our 80,000 shareholders fall into this category and we will not rest until Labor drops this policy," Wilson ...

More SMSF auditors disqualified

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
On top of reporting statistics about its SMSF auditor action this week, ASIC has disqualified a further two auditors. John Gilliland and Douglas Coghlan, both from Queensland, have been disqualified for breaching independence requirements. ASIC found ...

ASIC keeps watch on SMSF auditors

DARREN SNYDER  |  MONDAY, 29 OCT 2018
... regulator's watch in the five years ending June 30. ASIC said it has deregistered, suspended or imposed conditions on 101 SMSF auditors for audit quality and independence issues, or on fit and proper person criteria, since the registration of SMSF auditors ...

Retirement planning gets a recession check

KANIKA SOOD  |  MONDAY, 29 OCT 2018
As talks about a global recession grow louder, financial advisers and investors are repositioning their clients' nest eggs against a market crash or an economic slowdown. In the past fortnight, a JPMorgan quantitative model predicted a 60% chance ...

ASIC and Austplan agree to mutual breakup

DARREN SNYDER  |  FRIDAY, 26 OCT 2018
... everyone. We encourage consumers to think carefully about investing in property and do their research before they set up an SMSF," he said.

Class chief steps down

HARRISON WORLEY  |  THURSDAY, 25 OCT 2018
The chief executive of SMSF software provider Class will step down after a three month transition period. Kevin Bungard will leave Class after leading the business for about four years. In an ASX announcement on Wednesday, Class said its board had come ...