Search Results | Showing 81 - 90 of 776 results for %22SMSF Advice%22 |
| | | ... extra tax." There were fewer adviser enquiries to BT about SMSFs to which the company only said advisers may need to remind SMSF clients of their obligations as a trustee with regards to accepting personal super contributions from members. A trustee ... |
| | | | ... funds. The research from AUSIEX found that women and younger generations are driving new account openings, with the first SMSF accounts from Generation Z opened in the last year. AUSIEX said some SMSF investors appeared to ignore inflation fears, trading ... |
| | | | BT has seen the SMSF funds under administration on its Panorama platform soar. According to its latest update, SMSF FUA on the platform sits at $26 billion as of March end. It's more than doubled year on year, having sat at $11.93 billion in March 2021. ... |
| | | | ... used across multiple clients, instead of having to manage individual investment portfolios, advisers can streamline their advice and investment management processes. With the report underlining the efficiency of managed funds with the total time savings ... |
| | | | ... remaining top 10 groups with the largest numbers are Charter Financial Planning (376), Consultum Financial Advisers (320), SMSF Advisers Network (283), Count Financial (278), Interprac Financial Planning (267), Alliance Wealth (264), and Capstone Financial ... |
| | | | ... affiliation. Some advisers are also members of the following associations: The Chartered Professional Accountants Association, SMSF Association, Stockbrokers and Financial Advisers Association, Institute of Public Accountants, Association of Independently ... |
| | | | ... group. Synchron had 422 advisers on its book at the end of 2021, making it the fourth largest behind AMP Financial Planning, SMSF Advisers Network and Morgans Financial, Rainmaker analysis of the ASIC FAR data shows. The total consideration of $7.96 ... |
| | | | ... planners to provide affordable, engaging, scalable and professional advice," she said. John Maroney, the chief executive of the SMSF Association, commented that years of regulatory change has built an advice framework that is complex, convoluted, and ... |
| | | | ... grew 15% to $633.5 billion, while corporate funds added just $3 billion to sit at $61.1 billion at the end of 2021. In the SMSF sector, the Australian Tax Office's latest December 2021 quarterly figures reveal that 6788 funds were set up and only ... |
| | | | ... million in statutory net profit for the same period. The wealth solutions division comprises GPS Wealth, Merit Wealth, The SMSF Expert and Paragem, which was acquired in February 2021. The unit's net revenue grew 30% year on year to $7.5 million. Revenue ... |
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