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Showing 191 - 200 of 359 results for "Self-Managed Super"

Trustees urged to review power of attorney

MICHAEL HOBBS  |  THURSDAY, 15 APR 2010
Self managed super fund (SMSF) trustees should look over the fine print of their enduring powers of attorney documents for their fund because state and territory law can affect when and how that power is moved. Enduring power of attorney refers to the ...

OneVue and BGL to white label UMA

MICHAEL HOBBS  |  TUESDAY, 13 APR 2010
... The service, UMA Select, provides AFS advisers with technology that assists with the initial client contact, self managed super fund (SMSF) formation and generating daily reports for clients. UMA Select includes an investment menu that integrates a separately ...

Accounting bodies launch SMSF learning tool

COMPANY RELEASE  |  TUESDAY, 30 MAR 2010
CPA Australia has teamed up with the Institute of Chartered Accountants in Australia and the National Institute of Accountants to develop a free online training tool for SMSF trustees. The tool, Self Managed Superannuation Fund Trustee Education Program ...

NSW man sentenced for early super release

ASIC RELEASE  |  TUESDAY, 30 MAR 2010
... Superannuation Fund) was maintained in accordance with the sole purpose test, which prohibits trustees maintaining self managed super funds, for any purpose other than to provide retirement benefits for members. A trustee who maintains a self managed ...

SMSFs breach less ATO rules

COMPANY RELEASE  |  WEDNESDAY, 17 MAR 2010
Self managed super fund trustees are heeding the Australian Taxation Office's warning about breaching fund rules, but ongoing problems - including giving personal loans to members - continue to plague the sector. According to the latest Partners Superannuation ...

Hands off SMSFs, warns assoc

ALEX DUNNIN  |  WEDNESDAY, 17 MAR 2010
It's war. The Australian Investors Association (AIA), which claims to represent 2,000 self managed super fund investors, has told the government to keep its hands off the sector and forget about trying to impose any new compliance requirements. "SMSFs ...

Changes to borrowing brings peace of mind

MICHAEL HOBBS  |  THURSDAY, 11 MAR 2010
... borrowing arrangements under the Corporations Act means shonky promoters will be shut out of the market and self managed super fund (SMSF) trustees can have peace of mind when using the products. Chris Bowen, minister for financial services, superannuation ...

Caution drives SMSFs to remain in cash: survey

PRESS RELEASE  |  TUESDAY, 9 MAR 2010
More than half of self managed super fund (SMSF) trustees are not planning to change their cash allocation, according to a new survey, despite more than a third of respondents stating over half their assets are parked in the asset class. The Ubank survey ...

SPAA names award winners

MICHAEL HOBBS  |  FRIDAY, 19 FEB 2010
... Australian state chapter, were recognised at last night's SPAA awards. Brisbane-based, Mason Cox, received the Self Managed Super Fund Professionals' Association of Australia (SPAA) Best Practice Award. Mason Cox was recognised for excellence in providing ...

KPMG sounds alarm on admin fraud

MICHAEL HOBBS  |  FRIDAY, 19 FEB 2010
... provider's performance, at short notice, to minimise the risk of fraud, according to KPMG. Speaking at the Self Managed Super Fund Professionals' Association of Australia (SPAA), Gary Gill, partner at KPMG, said the number of fraud cases over $100,000 ...