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Showing 51 - 60 of 73 results for "SMSF Specialist"

Super IQ doubles after dual acquisitions

MARK SMITH  |  FRIDAY, 1 NOV 2013
... price in a deal that was completed yesterday. Super Concepts staff, clients and FUM have all transferred to the SMSF specialist. As part of the agreement, Super IQ, which is 49%-owned by AMP, will provide a white-labeled SMSF offering for ANZ customers. ...

ASIC's SMSF report being misread

ALEX DUNNIN  |  THURSDAY, 19 SEP 2013
... described in the recently released Rainmaker super fund fee survey report. Peter Lalor, general manager and CFO of SMSF specialist administrator SuperIQ said, "If you have less than $200,000 a SMSF is going to be more expensive that an APRA [regulated] ...

SMSFs dominating super assets

CLAIRE MCGREAL  |  TUESDAY, 13 DEC 2011
... organisations like SPAA, together with the high professional standards of SMSF advisors, including SPAA accredited SMSF Specialist Advisors and Auditors. According to the Australian Tax Office (ATO) the SMSF sector remains the largest sector of Australia's ...

SMSF sector tackling misconceptions

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
... will increase in importance. Last month, SPAA announced that the number of SMSF professionals who achieved SPAA's SMSF Specialist Advisor (SSA) and SMSF Specialist Auditor (SSAud) status over the past 12 months grew by 65%. The number of SSAs alone grew ...

SPAA board appoints new member

ELISE BURGESS  |  THURSDAY, 24 NOV 2011
... Professionals' Association of Australia (SPAA) during her eight year membership with the association, Baker is a SPAA SMSF Specialist Adviser and also part of SPAA's regulatory sub-committee. Baker's professional experiences includes the founder and ...

Leenane Templeton Chartered Accountants adds financial planning

ALEX DUNNIN  |  MONDAY, 24 OCT 2011
Leenane Templeton Chartered Accountants has launched a financial planning and advisory services division under the new brand Leenane Templeton Wealth Management. Andrew Frith, chief executive officer of the Newcastle based Leenane Templeton said the ...

Legal threats loom over poor SMSF advice

ELISE BURGESS  |  FRIDAY, 23 SEP 2011
... of the laws, some of which the ATO itself is yet to clarify. Batten warned advisers, "By putting those words 'SMSF specialist' on your card, you are placing yourself as an expert and giving people a false sense of security, not to mention legal action ...

Help for advisers with super death tax impact on SMSFs

ALISON BEVEGE  |  WEDNESDAY, 17 AUG 2011
... property held outside an SMSF and left to adult children in a will is exempt from CGT under certain conditions. SMSF specialist firm, The SMSF Academy is running a one-hour webinar tomorrow at 11am from their website. Aaron Dunn, managing director, said ...

SMSF body moves against super death tax

ALISON BEVEGE  |  TUESDAY, 26 JUL 2011
... impact of capital gains tax bills on real estate that had been held in an SMSF for many years. David Busoli of SMSF specialist firm Cavendish also highlighted the point yesterday. The issue is a red flag to SMSF trustees as real estate held for a long ...

SMSFs may be banned from buying shares off-market

ALISON BEVEGE  |  FRIDAY, 8 JUL 2011
... and trustees are able to pick any day within 30 days as the transfer date. David Busoli, head of education for SMSF specialist firm Cavendish, said the tax office allowed a couple of months' leeway for extenuating circumstances, but that people had taken ...