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

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... 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 the ideal ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
... 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 to potentially ...

How will Division 296 Tax impact farmers?

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... 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 to a ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... 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. He said the ...

Younger Aussies embracing SMSFs, guidance needed

CHLOE WALKER  |  WEDNESDAY, 21 FEB 2024
... than ever before, and financial advisers need to cater to this demand. Addressing the crowd at the SMSF Association Conference in Brisbane, Hurley cited new research by Class, which found that Gen X and Millenials represent 74.6% of all new SMSF establishments. ...

SMSF Association reaffirms ATO partnership

ELIZABETH MCARTHUR  |  MONDAY, 24 FEB 2020
... James O'Halloran joined SMSF Association chief executive John Maroney on stage at the final day of the SMSF Association conference to announce the strategic partnership would be renewed. The inaugural three year agreement between the ATO and the SMSF ...

SMSFs interrupted in 2019: SuperConcepts

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
... the reforms set to impact SMSFs proposed last year are still yet to eventuate. Speaking at the 2020 SMSF Association conference, Burgess said that when it comes to legislation, 2019 was "interrupted". He pointed out that several pieces of legislation ...

Government loves SMSFs: Hume

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
... Superannuation, Financial Services and Financial Technology has delivered a gushing address to the SMSF Association conference - promising the government is supportive of the SMSF sector. Addressing delegates, Senator Jane Hume said the Morrison Government ...

Advice complaints low: AFCA

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
In an update to the SMSF Association conference, the Australian Financial Complaints Authority has revealed complaints about financial advice are minimal. Addressing the conference, Ian Donald and Shail Singh, both ombudsmen at AFCA, said investments ...

What SMSFs will look like in 2030

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
A panel discussion at the SMSF Association Conference has sought to predict what the SMSF industry will look like in 10 years' time, with the issue of retirement front and centre. Rice Warner executive director Michael Rice, Challenger chair of retirement ...
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