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Showing 1061 - 1070 of 1811 results for "Managed Super"

Breaking Australia's love affair with the lump sum

JAMES FERNYHOUGH  |  MONDAY, 29 JUL 2013
As the population ages, Australia's three-pillar retirement system will find itself under unprecedented pressure. According to MTAA Super chief executive Leeanne Turner, over the next decade about four million Australians will retire. An integral part ...

First submissions to ASIC inquiry made public

LAURA MILLAN  |  FRIDAY, 26 JUL 2013
... performance on the CBA case," Williams said. "There is $1.3 trillion in superannuation and a big proportion of it are self-managed super funds, so when someone does something wrong, they need to be jumped on quickly by ASIC." The Committee will be open ...

Financial planners lose out to accountants on SMSFs

JAMES FERNYHOUGH  |  THURSDAY, 25 JUL 2013
The number of self-managed superannuation funds (SMSFs) using a fully qualified financial planner has declined over the past six years, despite a significant increase in the number of SMSFs, a new report has shown. Much of this potential new business ...

SMSFs lose majority of cases against ATO

JAMES FERNYHOUGH  |  WEDNESDAY, 24 JUL 2013
Self-managed superannuation fund (SMSF) trustees are unlikely to win court cases against the Australian Tax Office, according to David Hughes, a partner at law firm Small Myers Hughes. Speaking at the SPAA State Technical Conference in Sydney yesterday ...

Generation Y busts SMSF age myth

JAMES FERNYHOUGH  |  TUESDAY, 23 JUL 2013
Increasing numbers of people under 30 are setting up - or plan to set up - self-managed superannuation funds (SMSFs), according to a new study by Macquarie Bank and the SMSF Professionals' Association of Australia (SPAA). The study found that 8.1% of ...

ASIC freezes defendants' assets in Wickham case

LAURA MILLAN  |  MONDAY, 22 JUL 2013
... Federal Court against ten defendants to preserve the assets of the companies for the benefit of investors, mainly self-managed super funds (SMSF), whose funds had been applied to Wickham and other corporate entities connected to Bradley Sherwin and against ...

AFA to welcome "first timers" in 2013 conference

LAURA MILLAN  |  MONDAY, 22 JUL 2013
... launched today and will feature over 90 presenters who will participate on sessions around investment, insurance, self-managed super funds (SMSF) and aged care as well as sessions on developing client service, emotional intelligence, communication skills ...

Fidelity Worldwide Investment cuts minimum investment amounts

MARK SMITH  |  MONDAY, 22 JUL 2013
Fidelity Worldwide Investment (Fidelity) has reduced the minimum initial investment amount required for all its funds in Australia from $500,000 to $25,000. Before this, Fidelity's product range had been available for a minimum initial investment amount ...

Former Deutsche exec launches investment firm

JAMES FERNYHOUGH  |  THURSDAY, 18 JUL 2013
... based on a "cyclical" approach to investing, and will be open to individual investors, companies, trusts and self-managed super funds with over $500,000 available to invest. "Cyclical investing recognises cycles of price performance over different asset ...

HNW and SMSF under ATO scrutiny

LAURA MILLAN  |  THURSDAY, 18 JUL 2013
The Australian Taxation Office (ATO) will focus on high net worth (HNW) and self-managed superannuation funds (SMSF) misuse of the concessional tax environment, whether if it is deliberately or unintentionally. The ATO announced that it will review ...