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Showing 2201 - 2210 of 2562 results for "SMSF"

SPAA warns on year-end pitfalls

MATT WOODINGTON  |  MONDAY, 23 MAY 2011
With the end of financial year looming large, the Self Managed Superannuation Fund Professionals' Association of Australia (SPAA) has issued a series of tax tips for advisers and investors. This year super investors may be eligible to begin a new two ...

Count, NAB targets SMSFs through SPAA

ELISE BURGESS  |  FRIDAY, 20 MAY 2011
Major planning dealer groups including Count Financial and NAB Financial Planning are now targeting SMSF trustees through a newly-launched membership process by Self-managed super fund professionals association of Australia (SPAA). The streamlined process ...

Planners eye SMSF property

MATT WOODINGTON  |  THURSDAY, 19 MAY 2011
Industry associations are supportive of the trend for real estate firms and financial planners teaming up to target self managed super funds but are wary of the pitfalls. Self managed super fund trustees are increasingly adding property investments ...

Tougher controls for SMSF collectibles

ALEX DUNNIN  |  THURSDAY, 19 MAY 2011
Draft legislation has been released by the federal government outlining new rules for self-managed super funds (SMSF) investing in collectibles. The proposed regulations are a significant watering down however of Super System Review recommendations ...

Merged planning group to meet new client needs

MATT WOODINGTON  |  WEDNESDAY, 18 MAY 2011
... is wealth creation and preservation which often leads to SMSFs. But the real focus is the person and their families, if an SMSF fits then so be it," said O'Leary. Eluvia has three directors, O'Leary, Alan Crosby and John Mills.

SMEs turning to advice, slowly

ALEX DUNNIN  |  WEDNESDAY, 18 MAY 2011
... low superannuation coverage, they are highly prone to using self-managed super funds with an estimated 50 per cent having a SMSF in place. SMSFs are their preferred superannuation structure because SME owners are primarily focused on independence rather ...

Leveraged ETF risk laid bare

ALISON BEVEGE  |  MONDAY, 16 MAY 2011
... the shareholders in iShares ETFs coming through financial planners. "The adviser community is using them more, and for the SMSF industry," he said. Keenan said there had been an increase of more than 50 per cent investment in iShares global equity funds ...

Budget tweak to SMSF rules

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
... now, children were unable to have a parent or guardian act in their place as a corporate trustee in a self-managed fund (SMSF) They could only act as individual trustees. But the Budget announced that this would change. A corporate trustee is one where ...

Budget 2011: CGT tax to restrict super trading

MATT WOODINGTON  |  WEDNESDAY, 11 MAY 2011
The government has moved to prevent superannuation funds, including SMSFs, from aggressively trading shares by making any resulting gains and losses subject to capital gains tax. The removal of the exception for super funds trading stocks, primarily ...

Vow to take on financial planners

MATT WOODINGTON  |  TUESDAY, 3 MAY 2011
Mortgage aggregator Vow Financial is looking to ward off competition from banks by offering financial planning services to retail property investors. Vow Wealth Management has been launched as a joint venture with financial planning firm, The Selector ...