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Showing 971 - 980 of 2558 results for "SMSF"

Former adviser cops 10-year imprisonment

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
... in December 2012 and January 2013. The court heard that Sherwin recommended clients rollover their superannuation into an SMSF held in a bank account. ASIC began investigating the bank account activities after Sherwin Financial Planners and its representatives ...

KPMG appoints wealth management strategy lead

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
... technology; and speed to market and decision making." KPMG has also entered into an agreement to use Class Super for its SMSF administration software and Class Portfolio in its business advisory group. The news comes after Class chief executive Kevin ...

ATO affirms SMSF event-based reporting rules

KARREN VERGARA  |  FRIDAY, 10 NOV 2017
... million or more will be subject to an event-based reporting regime from 1 July 2018, the Australian Tax Office announced. SMSF members have 28 days after the end of the quarter to report an event, which would include the commencement or commutation of ...

Aussie regtech readies firms for MiFID II

KARREN VERGARA  |  THURSDAY, 9 NOV 2017
An Australian regtech has partnered with the London Stock Exchange (LSE) to help local financial services firms address compliance in time for the looming MiFID II deadline. APIR Systems will be the LSE's registered agent in Australia and South East ...

Fintech firm launches $7.5m IPO

ALEX BURKE  |  TUESDAY, 7 NOV 2017
... significant time savings through automation, they are now looking to expand their services to provide more value to their SMSF trustees." Ward added: "What is the point of outperforming the market if 90% of investors are outperforming you? It's all about ...

BGL enhances life insurance solution

KARREN VERGARA  |  MONDAY, 6 NOV 2017
Self-managed super funds can now obtain quotes and review life insurance policies via SMSF admin software Simple Fund 360. Parent company BGL Corporate Solutions appointed AIA Australia as the underwriter and Australian Group Insurances (AGI) to provide ...

Charter Hall launches fund, backs consumer spending

DARREN SNYDER  |  THURSDAY, 2 NOV 2017
... loyalty," he said. The unlisted fund will be positioned for retail investors including high-net-worth, self-managed super fund (SMSF) trustees and self-directed or advised investors. Stacker said the fund has a headline forecast income yield of 6.89% ...

SMSF balance gap to close: Report

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
... more assets than women, and between the ages of 60 and 80 men can retire with $150,000 more, according to Class' September SMSF Benchmark Report. Members are using contribution splitting strategies to rebalance and remain within the $1.6 million transfer ...

Fintech exposes SMSFs to global shares

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
Stake has hired a former Macquarie Group and IRESS executive to help self-managed super funds invest directly in the global share market. Matthew Rady joins the fintech as head of business development, responsible for expanding services and developing ...

BT Financial Group expands SMSF capability

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
BT Financial Group is enhancing its Panorama platform's SMSF solution through a partnership with a leading software provider. By partnering with BGL Corporate Solutions, accountants and advisers now have access to two way data feeds from BT Panorama ...