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Showing 61 - 70 of 84 results for "SMSF Adviser"

SMSFs get off lightly in FSI interim report

JAMES FERNYHOUGH  |  WEDNESDAY, 16 JUL 2014
Self-managed superannuation funds look unlikely to face any major regulatory overhauls as a result of the Financial System Inquiry (FSI), recommendations made in the interim report suggest. The FSI interim report dedicated a short section to SMSFs ...

Budget forces advisers to rethink tax, retirement strategies

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
Financial advisers will have to review their clients' tax and retirement strategies, following the release of the 2014 budget. Treasurer Joe Hockey confirmed that the Age Pension eligibility age will rise to 70 by 2035 and he said that the government ...

FEATURE: Managing SMSF growth

LAURA MILLAN  |  FRIDAY, 9 MAY 2014
Self-managed superannuation funds are synonymous withA growth. As their number surpasses the half a million mark, Laura Millan looks at the opportunities for individual investors and how SMSFs could contribute to the Australian economy. Of all the appealing ...

Industry funds ask for specialised SMSF adviser training

LAURA MILLAN  |  THURSDAY, 3 OCT 2013
Industry superannuation funds associations are asking financial planners who provide self-managed superannuation fund (SMSF) advice to undertake a different and more specialised training than those who advice on funds regulated by the Australian Prudential ...

Self-education cap "short sighted": SPAA

LAURA MILLAN  |  TUESDAY, 16 JUL 2013
The SMSF Professionals' Association of Australia (SPAA) has criticised the Government's proposal to cap tax deductions for professional self-education at $2000. SPAA said that the decision is "short-sighted and self-defeating" and said that a self-managed ...

Former SMSF adviser sentenced

LAURA MILLAN  |  TUESDAY, 23 APR 2013
A former self-managed superannuation fund (SMSF) adviser was sentenced after pleading guilty to one count of lodging a false statement with the Australian Securities and Investments Commission (ASIC). Craig Gerard Dangar was convicted and released subject ...

Coalition vow to leave SMSFs alone

MARK SMITH  |  FRIDAY, 12 APR 2013
Shadow Assistant Treasurer Mathias Cormann has confirmed that the Coalition would aim to leave self-managed super fund (SMSF) legislation alone if they won the next election. Addressing an audience of SMSF advisers, accountants and auditors at the CPA's ...

SMSF adviser escapes jail time with suspended sentence

BEN COLLINS  |  FRIDAY, 22 FEB 2013
A former self-managed superannuation adviser was yesterday sentenced to a suspended year and a half in jail after he tricked clients into buying his own shares. Craig Dangar was yesterday sentenced in the Downing Centre District Court, to concurrent ...

AMP SMSF completes leadership team

ALEX DUNNIN  |  THURSDAY, 2 AUG 2012
AMP SMSF has appointed Samantha Clarke as director, SMSF Solutions, reporting to AMP SMSF managing director Paul Sainsbury, effective August 13. Clarke joins the newly formed business unit from AMP Capital where she was head of marketing. Her appointment ...

Make sure the right people inherit your super

LINDA HAUSKEN  |  TUESDAY, 3 JUL 2012
... complete a Death Benefit Guardian Nomination Form which will be available from their trust deed provider or their SMSF adviser. The form must be signed by the member and the Death Benefit Guardian, who will keep a copy. A second copy should be given ...