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Showing 1371 - 1380 of 2559 results for "SMSF"

Member direct investment needs work

DARREN SNYDER  |  FRIDAY, 4 SEP 2015
... because we don't give them a choice then they can exercise choice." Sicilia said Choiceplus was also a way of offering an SMSF-light product, or a way to run your own investments without the burden of administration and being your own trustee. UBS head ...

Adviser linked to Spring FG banned for document forgery

LAURA MILLAN  |  THURSDAY, 3 SEP 2015
... authorised representative of Spring Financial Group between May 2011 and May 2012. Nicholas Hunter was a self-managed super fund (SMSF) adviser who was selling property on behalf of MOGS, a Queensland property development company. The company is now ...

Scrapping LISC was shameful and retrograde: Bowen

LAURA MILLAN  |  WEDNESDAY, 2 SEP 2015
... mentioned the possibility of setting up joint superannuation accounts, an option currently available for self-managed super fund (SMSF) trustees.

Best Practice Managed Accounts Forum 2015 registrations open

MARK SMITH  |  TUESDAY, 1 SEP 2015
Registrations are now open for the Financial Standard Best Practice Managed Accounts Forum 2015, which will be held in Sydney on October 8. The one-day professional learning program is designed to inform advisers and other attendees about how managed ...

Accountants nearing SMSF exemption deadline

ALEX BURKE  |  MONDAY, 31 AUG 2015
... want to continue providing advice on establishing and winding up self-managed super funds after 1 July 2016. According to SMSF Association head of education services Liz Ward, some accountants are unaware of the preparation involved in meeting this deadline. ...

PROFILE: AvSuper chief executive Michelle Wade

DARREN SNYDER  |  MONDAY, 31 AUG 2015
The head of a large Australian superannuation fund once complained that a young employee at AAS didn't know anything about the super industry. Little did they know almost a decade later that same employee would be chief executive at AvSuper. Darren ...

Pengana and PanAgora strike new deal

DARREN SNYDER  |  THURSDAY, 27 AUG 2015
... Australia's investor demographics - an ageing population combined with a growing number of engaged, high net-worth investors and SMSF trustees - was driving greater demand for funds focused on delivering absolute returns and capital preservation during ...

BMR debuts 15-minute SMSF

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
BMR Corporate solutions has launched its online "15-minute self-managed super fund" service, allowing rapid SMSF establishment. At the launch of the service in Sydney, BMR senior consultant Mark Ratcliff noted that currently the preparation of super ...

PROFILE: J.P. Morgan head of Australia funds David Hallifax

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... for what would now be called self-managed superannuation funds. He was responsible for implementation and maintenance of SMSF investments, and enjoyed the position because it was "more involved across the whole investment spectrum." It also gave him ...

Frydenberg relaxed about SMSF borrowing

DARREN SNYDER  |  MONDAY, 24 AUG 2015
Assistant Treasurer Josh Frydenberg has sent a clear signal that SMSF borrowing arrangements are unlikely to come under fire in upcoming tax reviews. In a speech to the Tax Institute, the Assistant Treasurer spoke widely about the parliament's tax and ...