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Showing 1881 - 1890 of 2562 results for "SMSF"

Trans-Tasman super rollovers exclude SMSFs

MARK SMITH  |  MONDAY, 3 JUN 2013
... have allowed rollovers between overseas pension funds. While New Zealand ministers have welcomed the portability agreement, SMSF proponents will be disappointed that self-managed funds have been overlooked after industry bodies the SMSF Professional's ...

Government scraps proposed SMSF transfer changes

MARK SMITH  |  FRIDAY, 31 MAY 2013
... proposed amendments to the Taxation and Superannuation Laws (2013 Measures No. 1) Bill 2013 banning self-managed super funds (SMSF) from carrying out off-market transfers of listed securities. Under the proposal, unlisted securities with no formal market ...

TASA now likely to include advisers by July 2013

LAURA MILLAN  |  THURSDAY, 30 MAY 2013
... submissions, including those of the Financial Planning Association (FPA), the Association of Financial Advisers (AFA) and the SMSF Professionals' Association of Australia (SPAA). The FPA was concerned about the short period of time that advisers providing ...

ATO reveals dip in number of new SMSFs

JAMES FERNYHOUGH  |  TUESDAY, 28 MAY 2013
... compared with 9,748 in the December quarter of 2012, and over 10,000 in the previous two quarters. However, the number of SMSF windups in the March quarter was by far the lowest since 2008, with only 62 funds shutting down. The total number of SMSFs ...

MFAA offers new SMSF training programs

JAMES FERNYHOUGH  |  MONDAY, 27 MAY 2013
The Mortgage & Finance Association of Australia (MFAA) will launch three new self-managed superannuation fund (SMSF) training programs for credit advisers. The programs aim to improve participants' understanding of their role in setting up Limited Recourse ...

Sunsuper creates product management roles

LAURA MILLAN  |  FRIDAY, 24 MAY 2013
... years of product management experience, predominantly in financial services, his most recent role was with ANZ managing their SMSF products. Patrick White will lead the advice and retirement solutions products team, after leading the Fund's financial ...

Former Bell Potter adviser sentenced to 5 years jail

LAURA MILLAN  |  THURSDAY, 23 MAY 2013
... Between September 2002 and October 2008, Evans entered into contracts with individuals and self managed superannuation funds (SMSF) to invest in listed Australian equities and derivatives. According to ASIC, Evans provided false trading and performance ...

Industry funds lead super growth in March quarter

LAURA MILLAN  |  THURSDAY, 23 MAY 2013
... (APRA). Over the 12 months to March 31, 2013, total estimated superannuation assets, including self-managed super funds (SMSF) and the balance of life office statutory funds, rose by $187.8 billion (13.5%) to $1.58 trillion. During the March quarter ...

Aussie equity investors urged to buy overseas

MARK SMITH  |  WEDNESDAY, 22 MAY 2013
... average NFP has a lower weighting still with 21% in international shares. Meanwhile, the average self-managed super fund (SMSF) has just 5% allocated to off-shore equity markets. Irish says that high allocations to any one market exposes investors to ...

SPAA, Deloitte join calls for SG deferral rethink

MARK SMITH  |  MONDAY, 20 MAY 2013
The SMSF Professionals' Association of Australia (SPAA) and consulting firm Deloitte have joined calls from other industry bodies to criticise the Coalition's plan to defer the increase to the Superannuation Guarantee (SG) by two years. The debate centres ...