Andrew Inwood, global CEO of CoreData, believes that keeping inheritance wealth within the superannuation system could strengthen the economy, help younger generations retire earlier, and reduce ...

Scott Carmichael, head of advisory and partner at Escala, said the passage of Div 296 legislation has been front of mind for advisers. “The proposed changes are prompting a broader reassessment of how ...

Jason Hurst, technical superannuation adviser, for Accurium said trustees should also ensure they obtain evidence of that ...

As SMSF trustees prepare for the impact of Division 296 and continued market uncertainty, portfolio construction is firmly back in focus. In this free, live webcast, a panel of asset class specialists ...

A statement showing a precise net asset value. A report generated by a wrap platform provider without audit assurance. A three-party loan arrangement with half of the contractual chain. A valuation ...

Willam Fettes, director at DBA Lawyers, said it is important that advisers understand the interaction between the segregated and proportionate methods, the restrictions imposed by the DSFA rule and ...

Webull Connect, is a high-tech portfolio management and execution platform designed for the needs of Australian financial advisers allowing them to submit orders for a single instrument across ...

The research, by Adelaide University’s International Centre for Financial Services (ICFS), shows SMSFs continue to demonstrate strong long-term performance. It revealed that over the five years to 30 ...

What it means is that anyone with a personal total superannuation balance over $3 million will start paying an extra 15% tax ...

Tim Miller, head of education and technical for Smarter SMSF, said that the government initially said only a certain number ...

Peter Burgess, CEO of the SMSF Association, said the sector remains concerned about the unintended consequences, complexity, and long-term effectiveness of the tax. “Significant industry effort and ...

CBUS Super at least 57,000 CBUS members likely to benefit from the changes to LISTO with CEO Kristian Fok this is a “simple change” that will have a significant benefit for younger workers, helping to ...