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Showing 71 - 80 of 1381 results for "SMSFs"

SMSF sector continues to grow

ELIZA BAVIN | FRIDAY, 21 FEB 2025

Self-managed super funds (SMSFs) traded more over the past year and the value of their holdings increased by 8.8%, according to the AUSIEX SMSF Under Advice report. The number of newly established SMSF trading accounts on the AUSIEX platform - across ...

CSLR levy pain could hit $123m: FAAA

KARREN VERGARA | THURSDAY, 20 FEB 2025

... Financial Group that walked away from this scandal, largely unscathed. The similarities are with respect to the exposure to SMSFs and the use of inhouse/related party products," he said. Anderson pointed out that as an absolute minimum, the financial ...

Convicted adviser fails to appeal prison sentence

MATTHEW WAI | THURSDAY, 20 FEB 2025

... subsequently pleaded guilty to having dishonestly transferred funds from two of his clients' self-managed superannuation funds (SMSFs) to his own businesses between February and March 2015. The companies included Thrive Lending, Trade BTC, and Beta Pharmacology ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI | WEDNESDAY, 19 FEB 2025

... report from Class. The total value of the net assets administered on Class grew by 9.2% to $355.9 billion across 184,830 SMSFs throughout the period. Despite a slight decline from 52.6% to 51.9%, Generation X, born between 1965 and 1980, remains the ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI | WEDNESDAY, 12 FEB 2025

New research shows that self-managed superannuation funds (SMSFs) outperformed APRA-regulated funds by 1.2 percentage points per annum in the five years to June 2023. According to research from the University of Adelaide's International Centre for ...

FSCP deregisters adviser for two years

KARREN VERGARA | WEDNESDAY, 12 FEB 2025

... in the industry for two years by the Financial Services and Credit Panel (FSCP). Glenn Paul Meilak helped clients set up SMSFs in a way that was "systemic" and "displayed a lack of care and a level of incompetence in providing the advice to his clients," ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA | TUESDAY, 11 FEB 2025

... property scheme or some other high-risk investment." ASIC will focus more effort on reviewing client advice files related to SMSFs being set up. "We're also reviewing information from licensees about their oversight and the application of their policies ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN | FRIDAY, 7 FEB 2025

... support detailed projections and real-time scenarios modelling for multi-entity advice, including clients with trusts and SMSFs. Corporate entity support will also be added soon. intelliflo customer success director Jovana Djordjevic said the new update ...

Victorian SMSF auditor fails to overturn disqualification

MATTHEW WAI | THURSDAY, 30 JAN 2025

... messages" need to be given to approved SMSF auditors, so that they remain compliant to the regulations, while adding that SMSFs can also be penalised. "The public needs to be aware that SMSF auditors do not always have a simple job where they simply ...

Chalmers' claims on super tax are 'misleading': SMSFA

MATTHEW WAI | FRIDAY, 24 JAN 2025

... transparency." Further, Burgess was also dissatisfied with the Treasurer's claim that, by law, self-managed super funds (SMSFs) are to maintain liquidity to meet their tax obligations. "While it is standard for laws to require liquidity to meet existing ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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