Search Results | Showing 1 - 10 of 1274 results for "SMSFS" |
| | ... intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who are considering establishing one. Advisers can now create and test scenarios to create a model of an SMSF and ... |
| | | ... It said these investors were then asked to transfer their funds from regulated super funds to self-managed super funds (SMSFs) and convert them into cryptocurrency. Early investigations indicate that around 450 Australians invested approximately US$41 ... |
| | | ... invest capital in the development of new products that retain members through retirement. However, the report forecasts that SMSFs will lose market share in the next two decades. This is due to the older demographic transitioning to retirement and commencing ... |
| | | ... Prior to Octillion Partners, Rose was licensed through MyPlanner Professional Services and was not able to provide advice on SMSFs. According to the ASIC Financial Adviser Register, while at MyPlanner, he failed to meet the annual CPD requirements. MyPlanner ... |
| | | Uncertain market conditions in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed ... |
| | | ... more than 20 years. They offer strategic advice, specialising in superannuation, retirement planning, aged care solutions, SMSFs and risk insurance. Tailored Lifetime Solutions director David Kelsey said the decision to partner with Count was driven ... |
| | | ... remuneration provisions. ASIC's case alleged that SMSF Club advised its clients to set up self-managed superannuation funds (SMSFs) to buy real property marketed by real estate agent Positive RealEstate. ASIC alleged that between December 2013 and ... |
| | | ... scenario modelling, offering increased flexibility in modelling strategic advice for individuals, companies, trusts, and SMSFs. Additionally, GBST ushered in an "electronic consent capture" to enhance efficiencies without compromising compliance or raising ... |
| | | ... Dixon Advisory will remain a member of AFCA after 8 April 2024. It is therefore probably now or never for the remaining SMSFs who have not yet lodged complaints." The CSLR officially opens on April 2. Jo-Anne Bloch has been appointed to chair the sch ... |
| | | ... billion. There are now 108 APRA-regulated entities with more than six members, dwindling down from 116. There were 614,705 SMSFs at the end of December, growing 3% during the period. Super funds with more than six members reported a rate of return (ROR) ... |
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