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|Rice Warner has made several recommendations to the Your Future, Your Super package of reforms that the government and superannuation industry should not overlook. Under the new stapling measure , Rice Warner has two areas of concern. The first is that ...|
|The SMSF Association has welcomed a new law that will allow the partial commutation of legacy pensions. The change was announced in the federal government's mid-year economic and fiscal outlook (MYEFO), which was released last December. Retirees with ...|
|... in 2020, with the institution no longer the largest AFSL in the country by number of advisers. The largest AFSL is now the SMSF Adviser Network which had 839 advisers as at 31 December 2020. AMP Financial Planning lost the most advisers of any AFSL in ...|
|... benefits of investing in residential property in self-managed superannuation funds. Squirrel Superannuation Services, an SMSF platform provider, faced the Federal Court on 23 December 2020 for allegedly marketing misleading information between January ...|
|Over the next 15 years the Australian superannuation industry will evolve into a sophisticated and mature industry, according to Rice Warner's Superannuation Market Projections report. The new report takes a very positive view of the Australian super ...|
|... earlier this month. Grant Christensen moved into the role on December 18. He joined SuperConcepts in 2006 and has worked in the SMSF industry for 15 years. He has experience across sales, marketing, customer service, risk and compliance, SuperConcepts ...|
|... to implementing those measures the ATO also increased the availability of practical support and guidance materials for the SMSF sector. "When I started my role as assistant commissioner, SMSF risk and strategy later in 2020, it was immediately apparent ...|
|... transition to CountPlus from Godfrey Pembroke in November. Venture has a team of 13 that specialise in financial advice and SMSF accounting and have been part of the Bendigo community for over 20 years. Venture director and financial adviser Nicola Chaffe ...|
|... decades working in superannuation and SMSFs. He was the chair of the Chartered Accountants Australia and New Zealand's SMSF committee and was on the board of Hunter Valley Grammar School. The Heffron family asked that any memorial contributions be ...|
|... total estimated assets. Cash and term deposits decreased marginally from $154.4 billion to $153.3 billion and make up 21% of SMSF asset allocation. Both non-residential real property and residential property remained steady at $75 billion and $40 billion ...|
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David Orford's Optimum Pensions has signed a five-year exclusive agreement with Generation Life to bring its retirement income product to the market.
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The poor quality of group insurance data is conducive to administrative blunders that are notoriously difficult to rectify, according to Rice Warner.
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As new investors turned to exchange-traded funds (ETFs) to cash in on the market volatility and consequent recovery in 2020, the industry reaped the benefits breaking several records, new research shows.
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HUB24 picked up $1.7 billion net inflows, 24 new licensee agreements and 113 advisers in the December quarter.
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