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Showing 61 - 70 of 307 results for "SMSF trustees"

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... and may starve the industry of future advisers. The association has also recommended financial advisers servicing SMSF trustees be required to complete specialised SMSF education, which was also recently proposed by ASIC in its review of SMSF advice. ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... consumers that had set up an SMSF do not understand the risks associated with structure, nor their legal obligations as SMSF trustees. An online survey found 38% of respondents found running an SMSF was more time consuming than expected and 32% found ...

Industry stakeholders welcome PC report

JAMIE WILLIAMSON  |  WEDNESDAY, 30 MAY 2018
... SMSFs have generated average net returns of 5.6% per annum. SMSF Association chief executive John Maroney urged SMSF trustees to ensure they understand the negative impact of feed and costs on their retirement, and manage their fund in the most cost-effective ...

Heffron partnership to offer robo-SMSFs

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... between Heffron and Six Park expands on an initial agreement between the two companies in February, and will allow SMSF trustees to establish an SMSF and use Six Park's robo-advising technology. Fund compliance will be handled by Heffron. The new offering ...

SMSF pool still ripe for financial advice: AMP

KANIKA SOOD  |  FRIDAY, 13 APR 2018
... 6% last year, and they are hungry for further advice, according to AMP Capital research. Sixty-three per cent of SMSF trustees told AMP Capital they would entertain further financial advice, with retirement strategy (30%), income generation (28%) and ...

SMSF tool receives industry tick

HARRISON WORLEY  |  MONDAY, 9 APR 2018
The SMSF Association has welcomed the introduction of a new ATO tool designed to help SMSF trustees and advisers remain compliant with new regulations. The SMSF regulator's new bulletin ensures the SMSF sector is given timely updates on any new or emerging ...

OneVue sells SMSF admin business

ALEX BURKE  |  MONDAY, 26 MAR 2018
... with our growth strategy, building the scale, reach and capability of our market leading administration offering to SMSF trustees." "SuperConcepts now has a comprehensive suite of product and service solutions for SMSF trustees, accountants and advisers," ...

SMSF trustees warned on non-compliant crypto

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
... Industry (Supervision) Act 1993. Pleash said the cryptocurrency boom over the last 12 months has seen a number of SMSF trustees register with digital currency exchanges such as CoinSpot and Coinbase which only allow users to sign up in their own name. ...

Former wealth group chief joins Macrovue

ALEX BURKE  |  THURSDAY, 22 FEB 2018
... role. "Sid and his team have done an incredible job in rapidly growing Macrovue in our three key target markets of SMSF trustees, retail investors, and financial advisers," Macrovue chair Brendan Foley said. "We are embarking on an exciting growth phase ...

Defensive bias hurting SMSF performance: Research

ALEX BURKE  |  TUESDAY, 13 FEB 2018
... allocations to equities are likely to underperform by an even wider margin. This highlights how important it is for SMSF trustees to actively review their investment strategies and not focus on only perceived tax advantages," SuperGuard 360 said. The ...