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Showing 71 - 80 of 2366 results for "SMSF"

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... rebalancing strategies, the indexation of contribution caps, and the removal of the work test for people under the age of 67. SMSF members appear to be enjoying tax-free earnings in retirement phase compared to APRA fund members. In contrast, nearly ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
NowInfinity, part of Class, has added new features to its SMSF trust deed. The new product features enhance its current SMSF deed and consolidate its position as the industry benchmark for SMSF documentation. Further, the deed will act as the cornerstone ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... It busted me." Burridge is the chair of Treysta, a partner at Merchant Wealth Partners Australia, and director of Premier SMSF Solutions.

HUB24 unit Class hires ops manager

ELIZABETH FRY  |  FRIDAY, 1 SEP 2023
Class - the SMSF administration technology firm owned by HUB24 - has appointed Kate Anderson as general manager of operations. Anderson joins from Centrepoint Alliance, where she served as group executive, advice services and solutions. Here, she oversaw ...

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
... recommending that clients roll over their existing superannuation to a newly established self-managed superannuation fund (SMSF) and borrow to invest in residential property. "The investigation has progressed and we are currently finalising the mediation ...

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... plan, with communications to be sent to advisers and clients shortly. Under the agreement, SuperConcepts can receive referred SMSF and platform management services clients from EQT, which acquired AET from Insignia Financial last year. It will also provide ...

Super assets continue to climb: APRA

ANDREW MCKEAN  |  WEDNESDAY, 23 AUG 2023
... Notably, MySuper products constituted $996 billion of APRA-regulated assets, growing 13% from prior corresponding period. SMSF assets saw a 3.9% increase, standing at $876.4 billion. Meanwhile, exempt public sector superannuation schemes assets rose ...

Former iShares lead joins Stake

CHLOE WALKER  |  THURSDAY, 17 AUG 2023
... business strategy and the ability to motivate teams." "Stake is already breaking barriers for investors via our ASX, Wall St and SMSF products, and with Jon on board, we are perfectly positioned to expand well into the future," Leibowitz added. According ...

Former director pleads guilty to super misuse

CASSANDRA BALDINI  |  FRIDAY, 4 AUG 2023
... pleaded guilty to misconduct charges after he encouraged investors to move their super into a self-managed superannuation fund (SMSF) to lend those funds to his two companies. Naseeruddin admitted guilt to two charges of dishonest conduct and two charges ...

ASIC acts against illegal investment scheme operator

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUL 2023
ASIC is suing the operator of several unregistered managed investment schemes that, among other investors, targeted SMSF members. Sasha Hopkins, director of The A Team Property Group, is facing civil action for alleged unlicensed conduct and running ...