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Showing 151 - 160 of 390 results for %22Self-Managed Super Fund Association%22

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 ...

MLC partners with SPAA

JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
MLC has partnered with the SMSF Professionals' Association of Australia (SPAA) to provide advisers with self-managed super fund (SMSF) advice accreditation, training and support. Under the scheme, MLC and NAB licensees who attain SPAA accreditation ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... "sensible and measured" approach on advisers who need to adapt their businesses to the initial version of the legislation. Self-managed super funds The SMSF market continues to grow at an exponential rate. As of 30 June 2014, when the ATO last counted ...

SMSF court case highlights penalty uncertainties

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
The Federal Court's ruling on a case involving two self-managed super fund (SMSF) trustees who used their fund for personal matters has highlighted the uncertainty around penalties. The fund, totaling more than $260k, was used to purchase residential ...

Stephen Godfrey awarded FPA adviser of the year

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
... analysis and strategic client review process." Godfrey is a private client adviser specialising in investment management, self-managed super funds, tax management and investment and wealth entities. The state winners for the FPA award were Infinity Wealth ...

SMSF borrowers should be forced to seek advice: AFA

LAURA MILLAN  |  THURSDAY, 18 SEP 2014
Self-managed super fund (SMSF) trustees who want to enter into a limited recourse borrowing arrangement should be forced to seek financial advice, the Association of Financial Advisers (AFA) said. In its submission to the Financial System Inquiry (FSI) ...

Cbus launches self-managed option

JAMES FERNYHOUGH  |  MONDAY, 8 SEP 2014
Cbus has today launched its member direct investment (MDI) option, Cbus Self Managed, in a move to provide an alternative to self-managed superannuation funds (SMSFs). The option gives members access to ASX 300 listed companies, 16 Exchange Traded Funds ...

SPAA defends SMSF tax rules

JAMES FERNYHOUGH  |  TUESDAY, 26 AUG 2014
The self-managed superannuation fund (SMSF) industry has downplayed concerns that it does not pay enough tax, arguing the same tax rules apply across the board. Responding to a front-page article in the Australian Financial Review today, SMSF Professionals' ...

Movers and shakers

... market Stock research company Skaffold.com has appointed Trevor Clisby to lead its expansion into financial services and self-managed super fund (SMSF) administrator markets. Clisby's title is head of wholesale markets. He has over 25 years of financial ...

Tax retirement earnings at flat 15%, says consultant

JAMES FERNYHOUGH  |  THURSDAY, 31 JUL 2014
A flat 15% tax on post-retirement investment earnings would solve the problem of lost tax revenue through self-managed superannuation funds (SMSFs), according to Andrew Baker, managing partner at Tria Investment Partners. Speaking at an event hosted ...