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Showing 1 - 10 of 265 results for "SMSF Association"

Treasury releases draft legislation for new $3m super tax

ELIZA BAVIN  |  TUESDAY, 19 MAR 2024
... deliver income for a dignified retirement, alongside government support, in an equitable and sustainable way." The SMSF Association (SMSFA) slammed the proposed changes to the bills, calling them "significant and complex". "This is a policy that has ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... am I going to need to [implement these] because they have not historically done it," she told last week's SMSF Association Conference. Last year, assistant treasurer Stephen Jones said that superannuation's highly regulated framework makes it ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... financial services businesses, according to McCrindle Research principal Mark McCrindle. During day two of the SMSF Association National Conference, McCrindle emphasised the importance of financial advisers understanding and being prepared for these ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... only when dealing with clients but as early as the onboarding process. Bobbin told delegates on day three of the SMSF Association Conference in Brisbane that this involves reassessing their client communication tools. "Because this is setting you up ...

Financial services 300x more likely to get hacked: Expert

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... Cyber Collective founder Fraser Jack says it's not a matter of 'if' but 'when'. Addressing day three of the SMSF Association National Conference this morning, Cyber Collective founder Fraser Jack warned delegates that the chances of getting hacked ...

How will Division 296 Tax impact farmers?

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... the government's draft legislation Division 296 Tax. Commenting on the future of farming property at the SMSF Association Conference, Timms said market research has shown that primary producers have a higher impact from this tax than others, due ...

Proposed super tax requires perspective: Expert

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... off from using SMSFs as an alternative retirement savings vehicle, according to an expert. Presenting at the SMSF Association National Conference, Heffron Consulting managing director Meg Heffron called on SMSF professionals to put some perspective around ...

New caps can increase super contributions: SMSFA

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... that some Australians can have additional disposable income to contribute to superannuation, according to the SMSF Association. From 1 July 2024, the standard concessional contribution cap will increase from $27,500 to $30,000. The non-concessional contribution ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association Conference 2024, Braun noted that there are various ways for financial advisers to make the most of AI in their businesses. ...

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... superannuation tax to 30%, saying it is a blatant attack on Australians' wealth. Addressing day two of the SMSF Association National Conference at the Brisbane Convention and Exhibition Centre this morning, Taylor labelled the tax changes for super ...
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