Search Results | Showing 71 - 80 of 1278 results for "SMSFS" |
| | Roy Morgan's Superannuation Satisfaction report shows an overall decline in super fund satisfaction, but several funds have bucked the trend. The report said that overall, funds scored a satisfaction rating of 67.9% in September 2022, a decrease ... |
| | | ... superannuation segment, with growth slowing significantly since the introduction of the transfer balance cap. As at March end, SMSFs held $894 billion on behalf of 1.1 million members through 605,470 funds, Rainmaker Information analysis shows. However ... |
| | | ... regulatory framework for limited partnership collective investment vehicles; changing the annual audit requirement for certain SMSFs; the introduction of a limit of $10,000 for cash payments made to businesses for goods and services; and the introduction ... |
| | | ... funds had been audited, which was not the case. The tax agent was also found to have misled clients by advising them their SMSFs had been audited, and charging them for the audit, even though an audit had not been completed. The pair have been banned ... |
| | | ... the SMSF industry seeing a 90% increase in crypto trading activity during 2021, building out compliance and reporting for SMSFs has been a key focus for the company," he explained. "The integration between our platform and BGL allows us to streamline ... |
| | | ... investigation of the clients' circumstances before providing the advice. In some cases, the poor advice resulted in the clients' SMSFs being insufficiently diversified and exposed to risk of capital loss, ASIC said. Justice McEvoy said there is no evidence ... |
| | | ... removing ambiguity regarding the application of the design and distribution obligations and target market determinations to SMSFs. "These provisions should not apply to establishing an SMSF, adding a new member, or when starting a pension," it said. ... |
| | | According to Class's 2022 Annual Benchmark Report, female SMSF balances are rising faster than males and most new SMSFs are being established by millennials. Over the past three years, millennials have become the largest cohort of all the age groups ... |
| | | ... Adelaide financial adviser received a five-year ban for advising his clients to roll their super into newly established SMSFs to invest in a company he is a director of and then releasing the money to them in the form of a loan. Antonio Simeone is said ... |
| | | ... ETF Securities head of product Evan Metcalf added that the investment options are perfect for investors like retirees or SMSFs who are seeking peace of mind, and low risk asset classes. "Fixed income securities play an important role in any investment ... |
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