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Showing 931 - 940 of 2556 results for "SMSF"

Spring FG wealth GM departs in management restructure

ALEX BURKE  |  TUESDAY, 6 FEB 2018
... of changes to negative gearing and APRA policy moves rein in residential property lending, in particular relating to the SMSF market. These factors restricted the ability of some prospective and existing clients to enter the market, and had considerable ...

Industry veteran acquires SMSF administrator

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
The former executive manager of SMSF education at SuperConcepts is challenging the "industrialisation" of modern SMSF administration through his acquisition of a boutique SMSF admin firm. David Busoli has acquired Brisbane-based SMSF Alliance, a provider ...

Robo-advice provider inks deal with Class

ALEX BURKE  |  MONDAY, 5 FEB 2018
... decision-making, providing a daily up-to-date view of investment data and detailed tax reporting." Six Park is also partnering with SMSF administration provider Heffron so as to offer its clients an automated SMSF management platform. Six Park chief ...

Sequoia Financial Group grows board

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
... client base. In doing so, Sequoia employed its founding director Mark Phillips as head accountant to the companies' numerous SMSF administration businesses. Sequoia also increased its ownership of the Finance News Network from 53.9% to 77.07% and increased ...

Pension phase SMSFs prefer Aussie equities

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
Self-managed superannuation fund members in the pension phase are demonstrating a stronger preference for domestic equities than their accumulation phase counterparts. Recent analysis from Class shows SMSFs in pension phase are, on average, allocating ...

Sydney advice firm launches insurance joint venture

DARREN SNYDER  |  MONDAY, 29 JAN 2018
... new insurance business will deliver personal risk protection strategies for individuals, self-managed superannuation fund (SMSF) and business clients which enables individuals to protect their income, families and lifestyle. Kennedy, who has been with ...

Product agnostic planners boost ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... ETFs into a client's portfolio also provides simple, cost-effective diversification. As such, Cerulli also cited Australia's SMSF sector as a significant contributor to the boom, along with millennial investors. "Millennials are also gravitating toward ...

Topdocs enhances platform with extended partnership

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
... can register new companies and have them instantly integrated with BGL's CAS 360 compliance software. This can be done for SMSF corporate trustees as well as the establishment of discretionary or unit trusts. "CAS 360 is leading the way in corporate ...

SMSFs shifting focus for diversification

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... gaining confidence in international equities and paying more attention to new, innovative sectors. New data from nabtrade shows SMSF investment in international shares, domestic ETFs, mFunds and partially paid shares surged over the 12 months to 15 December ...

ATO toasts the "SMSF class of 2012"

ALEX BURKE  |  FRIDAY, 19 JAN 2018
As part of the release of its annual SMSF statistics, the ATO looked at the performance of the SMSF sector through the lens of funds established five years ago and asked: where are they now? There were 36,160 SMSFs lodged in the 2012 financial year. ...