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Search ResultsShowing 1 - 10 of 100+ results for "SMSF"
Rice Warner weighs in on Your Future, Your Super
KARREN VERGARA  |  THURSDAY, 14 JAN 2021
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 ...
Legacy pensions score win
KARREN VERGARA  |  WEDNESDAY, 13 JAN 2021
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 ...
AMP adviser numbers shrivel
ELIZABETH MCARTHUR  |  TUESDAY, 12 JAN 2021
... 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 ...
ASIC takes fintech to court
KARREN VERGARA  |  WEDNESDAY, 6 JAN 2021
... 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 ...
Super industry to branch out: Rice Warner
ELIZA BAVIN  |  WEDNESDAY, 23 DEC 2020
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 ...
SuperConcepts appoints interim chief executive
KANIKA SOOD  |  WEDNESDAY, 23 DEC 2020
... 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 ...
ATO backs SMSFs as strong retirement choice
ELIZA BAVIN  |  THURSDAY, 17 DEC 2020
... 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 ...
Godfrey Pembroke firm jumps ship
ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... 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 ...
Vale Martin Heffron
ELIZABETH MCARTHUR  |  TUESDAY, 15 DEC 2020
... 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 ...
SMSFs dump $30bn in shares
ANNABELLE DICKSON  |  FRIDAY, 11 DEC 2020
... 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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