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Showing 411 - 420 of 1820 results for "Managed Super"

CFS technical expert moves to Australian Unity

KARREN VERGARA  |  WEDNESDAY, 10 OCT 2018
... team of technical analysts who provide technical support to financial advisers, which included superannuation, self-managed super fund, taxation, estate planning, social security and aged care. Australian Unity general manager of licensee services John ...

AMP ditches SMSF lending

KANIKA SOOD  |  WEDNESDAY, 26 SEP 2018
... comes as a shock to no one. "AMP's new chairman, David Murray, has been one of the most vocal critics of self-managed super fund property lending," she said. "Banks are focused on reducing risk in their loan books. In a falling property market, it's ...

Don't use multiple SMSFs to dodge tax: ATO

KANIKA SOOD  |  FRIDAY, 21 SEP 2018
Self-managed super fund trustees are using multiple SMSFs to manipulate tax outcomes, Australian Taxation Office deputy commissioner superannuation James O'Halloran said in his speech to the National SMSF Conference in Melbourne. The ATO believes 13,600 ...

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... facilitate foreign pension transfers into Australian super funds, has dropped off the list, he said. However, self-managed super funds that are ROPS compliant and have members aged between 55 and 75 are able to transfer a UK pension scheme. Before the ...

SMSFs outperforming MySuper: Research

KARREN VERGARA  |  FRIDAY, 14 SEP 2018
The self-managed super fund sector outperformed MySuper returns for the third consecutive month, latest SuperGuard 360 data shows. SMSF performance, as represented by the SG360 SMSF Reference Index, delivered 10.5% per annum (before fees and tax) in ...

Former Westpac adviser ban upheld

KARREN VERGARA  |  FRIDAY, 14 SEP 2018
ASIC's banning of a former Westpac financial adviser has been upheld by the Administrative Appeals Tribunal. Last July, the corporate regulator banned Jason Atkins from providing financial services for three years. Perth-based Atkins provided advice ...

SMSF cash allocation dips

KARREN VERGARA  |  WEDNESDAY, 12 SEP 2018
Self-managed superannuation funds are increasingly shifting away from cash to Australian equities, latest SuperConcepts figures show. Cash and short-term deposits dropped from 19.8% to 17.3% in the 12 months to June 2018, according to SuperConcepts' ...

The changing face of SMSFs

JAMIE WILLIAMSON  |  MONDAY, 10 SEP 2018
Self-managed superannuation funds increased allocations to international equities by 30% in the first half of 2018, as well as upped exposure to listed investment companies and trusts in a bid to reach new markets. According to the latest Commsec SMSF ...

SMSFA questions three-year audits

KARREN VERGARA  |  TUESDAY, 4 SEP 2018
The SMSF Association has cast doubts over the proposed three-year audit cycle for some self-managed super funds, stating the change may "undermine" the integrity of the sector. SMSFA chief executive John Maroney said the shift to three-year audits would ...

Super assets hit new record

STEPHEN FAY, DARREN SNYDER, KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... largely driven by contributions. The retail segment received $7 billion less in contributions compared to FY17. Self-managed super fund (SMSF) assets reached $749.9 billion, growing 6.4% year on year. Overall, the rate of growth for super assets was ...