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Showing 1501 - 1510 of 2560 results for "SMSF"

Allow couples to hold joint super accounts: Rice Warner

LAURA MILLAN  |  TUESDAY, 10 FEB 2015
... finances together. A more simplified structure for couples "would provide many of the benefits of a self-managed super fund (SMSF). This might appeal to those members who want the flexibility but not the responsibility of running an SMSF," Rice Warner ...

St George head of advice joins Anne Street

LAURA MILLAN  |  MONDAY, 9 FEB 2015
... teams and increasing client satisfaction," said chief executive Michael Adamson. Since ASIC raised concerns about the group's SMSF advice back in September 2013, Anne Street Partners has improved its risk profiling tool and advice template documentation ...

SMSF sector enters next phase

LAURA MILLAN  |  MONDAY, 9 FEB 2015
The self-managed super fund (SMSF) sector is entering the stage of maturity as benefit payments surpass contributions for the first time. This industry tipping point was confirmed with the recent release of the Australian Taxation Office (ATO) statistical ...

DomaCom appoints state manager

MARK SMITH  |  THURSDAY, 5 FEB 2015
... conduct review commissioner with the FPA and was for the past five years' strategic business development manager for AMP SMSF. "Chris' appointment comes at a critical time for DomaCom with investors growing appetite for property feeding into financial ...

MDS Financial Group to purchase Sequoia Wealth Group

ALEX BURKE  |  THURSDAY, 5 FEB 2015
... shareholder, Sequoia Financial Group (SFG), in December 2014. SFG brought across its asset management, financial planning and SMSF administration services to MDS. SWG operates in Sydney and Perth and has approximately $150 million in FUA. It is also ...

BMR integrates Xero SMSF practice management software

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
BMR Corporate Solutions has successfully integrated Xero's Practice Manager software for SMSF administration. This software will enable users setting up new SMSFs to rapidly synchronise fund details online into the Xero Practice Manager system. This ...

FEATURE: Understanding mFund

STAFF WRITER  |  WEDNESDAY, 4 FEB 2015
... 5% of the $543 billion that is invested through self-managed super funds sits in managed investment schemes. Furthermore, SMSF investors are vastly under-invested in international securities. The latest available ATO data shows that the segment has less ...

Spike in SMSF borrowing breaches

MARK SMITH  |  FRIDAY, 23 JAN 2015
There has been a spike in the number of self-managed super fund (SMSF) breaches related to borrowing, research by Partners Wealth Group shows. The number of SMSFs requiring a contravention report to be lodged with the ATO has fallen over the past year ...

Accountants interested in mFund: OneVue

ALEX BURKE  |  FRIDAY, 23 JAN 2015
The mFund settlement service will drive new interest in managed funds from SMSF accountants, according to the OneVue/Investment Trends 2014 SMSF Accountant Report. 13% of survey respondents indicated they would start using mFund for their clients, while ...

SPAA backs government position on SMSFs

STAFF WRITER  |  WEDNESDAY, 21 JAN 2015
The SMSF Professionals' Association of Australia (SPAA) chief executive Andrea Slattery said that reassurances by Treasurer Joe Hockey and Assistant Treasurer Josh Frydenberg about the Government's support for the key principles of superannuation are ...