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Showing 1831 - 1840 of 2562 results for "SMSF"

Advisers warned: take sequencing risk seriously

JAMES FERNYHOUGH  |  WEDNESDAY, 31 JUL 2013
... (SMSFs), according Michael E. Drew, Professor of Finance at Griffith University and partner at Drew, Walk & Co. Speaking at the SMSF Professionals' Association of Australia (SPAA) State Technical Conference, Professor Drew said that in order to avoid ...

Aussie super, a tempting catch for organised crime

LAURA MILLAN  |  WEDNESDAY, 31 JUL 2013
Well-resourced and sophisticated international organised fraud networks are increasingly targeting the large pool of compulsory superannuation savings in Australia. While traditionally the greatest threat to super savings came from opportunistic individuals ...

Implemented Portfolios launches 'unique' super IMA

JAMES FERNYHOUGH  |  TUESDAY, 30 JUL 2013

Breaking Australia's love affair with the lump sum

JAMES FERNYHOUGH  |  MONDAY, 29 JUL 2013
... financially literate - group who would object to any sort of cap being imposed: the ever-growing self-managed superannuation fund (SMSF) sector. Graeme Colley of the SMSF Professionals' Association of Australia (SPAA) said that while SMSFs tend to move ...

FoFA could lock advisers into licensees for life

LAURA MILLAN  |  FRIDAY, 26 JUL 2013
... risk-only insurance businesses, fee-for-service businesses, accounting fees, mortgage and general insurance businesses and SMSF fee businesses. "The value of particular financial planning businesses may be affected by this side-effect of the legislation ...

Financial planners lose out to accountants on SMSFs

JAMES FERNYHOUGH  |  THURSDAY, 25 JUL 2013
... to 210,000 in 2007, when there were approximately 330,000 SMSFs in Australia. This could show that a growing proportion of SMSF investors are taking their own investment advice, and only employing advisers - predominantly accountants - to give them tax ...

No more SMSF tax loopholes for excess concessional contributions

JAMES FERNYHOUGH  |  THURSDAY, 25 JUL 2013
SMSF investors will no longer be able to use excess concessional contributions (ECCs) to avoid paying the highest rate of tax on their income, according to AMP SMSF's head of policy and technical Peter Burgess. Speaking at the SPAA State Technical Conference ...

Super funds get control with new Bravura broker service integration

ALICE URIBE  |  THURSDAY, 25 JUL 2013
... services aid funds and administrators in providing their members with this control, and offer a lower cost alternative to an SMSF". The availability of broker-agnostic integration services and software simplifies the process of adding member direct services ...

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
... 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 Australia's adult population intend to set ...