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Showing 1191 - 1200 of 2558 results for "SMSF"

AMP subsidiary appoints SMSF executive manager

ALEX BURKE  |  THURSDAY, 11 AUG 2016
AMP subsidiary SuperConcepts has appointed an executive manager, SMSF technical and private wealth. Graeme Colley joins SuperConcepts from the SMSF Association, where he was director, technical and professional standards. Prior to that, he was national ...

SMSF trustee fined $40K for SIS breaches

KERRIE SYDEE  |  THURSDAY, 11 AUG 2016
An SMSF trustee was fined $40,000 for 30 separate breaches of the SIS Act and ordered to pay the ATO's costs of $14,000. A trustee of the Felix Super Fund, Michael Rodriguez, was handed the fine after an ATO audit found that Rodriguez was using the ...

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... funds under advice (FUA). DFA provides a range of advisory services including retirement planning, investment insurance, SMSF, estate planning and strategic financial planning advice. The firm also has a strong corporate super offering for small to medium ...

Super industry bodies unite over adequacy

DARREN SNYDER  |  FRIDAY, 5 AUG 2016
... of Australia (ASFA), the Australian Institute of Superannuation Trustees (AIST), Industry Super Australia (ISA), and the SMSF Association (SMSFA) all agree the current objective "fails to articulate the social goal of the system to maximize the number ...

Rubik and class form advice tech partnership

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
Rubik and Class Super have partnered to provide accountants who are limited licence holders with advice technology. The partnership follows recently implemented changes to regulation requiring accountants to obtain the newly created 'limited' Australian ...

Multi-asset fund launches on ASX

DARREN SNYDER  |  THURSDAY, 4 AUG 2016
... investors concerned about achieving their investment goals in the face of increasing market volatility. AMP Capital head of SMSF and self-directed wealth Tim Keegan said: "SMSF and self-directed investors know they need to diversify and we want to make ...

SMSFs warrant PC review inclusion

DARREN SNYDER  |  WEDNESDAY, 3 AUG 2016
... efficiency the Productivity Commission says it intends to review data on the extent to which tax is a motivator for setting up an SMSF. The Commission accepts there are several data comparability issues and challenges in assessing the differences between ...

AMP buys SMSF accounting platform

ALEX BURKE  |  TUESDAY, 2 AUG 2016
... into a strategic alliance to "leverage each other's expertise and industry relationships to provide customers with leading SMSF software." Commenting on the sale, Reckon group chief executive Clive Rabie said: "This transaction makes a lot of sense as ...

SMSF advisers face demanding year

MARK SMITH  |  TUESDAY, 2 AUG 2016
SMSF advisers are facing a year of significant change for their clients as the Government seeks to implement its 2016-17 Budget superannuation measures. That was the message from SMSF Association head of policy Jordan George in his address to delegates ...

Stockspot and Class form data deal

DARREN SNYDER  |  TUESDAY, 2 AUG 2016
... live through a new industry partnership. Automated investment adviser and fund manager Stockspot has teamed with cloud-based SMSF administration software provider Class to deliver the new data connection. The integration will provide SMSF accountants ...