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| | | ... working groups and sub-groups. He has also published a number of articles and accredited training material on the subject of SMSFs and is an adjunct lecturer with the University of Adelaide. Prior to his role at SPAA, Burgess was general manager of superannuation ... |
| | | | ... product suite and while Lucas acknowledged that political debate has raised questions about the relative attractiveness of SMSFs, he sees little reason to change the core approach. "We place great store on what our customers tell us. We just don't pay ... |
| | | | ... investment experts predict that by 2030, local super funds will dominate the global landscape while the self-managed super funds (SMSFs) sector will suffer a slowdown. The superannuation industry in 2030 will be bigger, more globalised and more sophisticated ... |
| | | | The exodus of individuals away from large superannuation funds and into self-managed super funds (SMSFs) has prompted some soul-searching among the major players. AustralianSuper and Hostplus will soon be launching "direct investment platforms" similar ... |
| | | | ... for the product style. Russell Mason, Deloitte Superannuation lead partner, said the continuing drive for consumers to use SMSFs defies critics who questioned whether the government's contribution cap restructions would inhibit the segment. "Despite ... |
| | | | ... market transactions. The legislation is the government's response to the Cooper Review that found the related party rules for SMSFs are open to abuse. But SMSF Professionals' Association of Australia (SPAA) technical director, Peter Burgess, said, "The ... |
| | | | ... Investment Commission has successfully obtained court orders to liquidate two Queensland-based self-managed super fund (SMSFs) advice business accused of misleading investors. Yesterday the Federal Court appointed Michael Gerrard McCann and Robert Graham ... |
| | | | ... Funds (SMSF) looking to diversify their portfolio with global equities and about 20 or 25 per cent of its investors are now SMSFs. The global equities portfolio, which has enjoyed the landmark mandates, posted a 27.2% return last year, beating its benchmark ... |
| | | | Self-managed super fund trustees must consider having a solid exposure to dividend stocks even as they move into retirement, according to Legg Mason. As investors approach retirement their saving priorities change from growing their pension pot to preserving ... |
| | | | ... current exemption. Under the new rules accountants will be able to provide advice on establishing a self managed super fund (SMSFs), investment strategies for them, superannuation products more broadly, and basic deposit products, though not particular ... |
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