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Showing 61 - 70 of 359 results for "self-managed super"

Retail Super Funds tank in satisfaction-stakes

MARK STORY  |  FRIDAY, 21 DEC 2012
... Funds in November 2012 was 41.6%, the lowest level since July 2004, well behind Industry Funds (49.0%) and Self Managed Super Funds (69.1%), a new report reveals. Based on over 30,000 interviews annually with people who have Super, the latest findings ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
Melbourne-based Matthews Steer Chartered Accountants is to create a new wealth management division. The division will be known as Matthews Steer Private Wealth & Tax Management and headed up by director and qualified tax adviser Geoff Steer. The move ...

SPAA welcomes Gov's tick of approval

BEN COLLINS  |  WEDNESDAY, 12 DEC 2012
A representative body for self managed superannuation fund professionals has welcomed a federal government decision to recognise its fund auditing qualification as a win for professionalism. The program offered by the SMSF Professionals' of Australia ...

Jury out on AFSL uptake by accountants

BEN COLLINS  |  THURSDAY, 6 DEC 2012
... and superannuation Bill Shorten last week released draft regulation removing the accountants' exemption on self managed super fund advice, and introducing a "streamlined" Australian Financial Services License (AFSL) option for them from 1 July next year. ...

Brett Kenny joins SPAA board

STAFF JOURNALIST  |  FRIDAY, 30 NOV 2012
... Melbourne-based firm Rogerson Kenny where his main role is to provide taxation services to the growing clientele from the self managed super fund sector. SPAA CEO Andrea Slattery welcomes Kenny to the SPAA board, and expects his work and experience in ...

Outcomes-based investing is the future for wealth creation sector: AMP

BEN COLLINS  |  FRIDAY, 30 NOV 2012
A rise in the number self managed super funds is proof that the investment industry has not delivered, a senior AMP Capital executive said. It is no longer good enough to be satisfied with not doing as bad as an index and the industry needs to focus ...

Flexibility not returns, drive SMSFs

ALEX DUNNIN  |  TUESDAY, 27 NOV 2012
Major research into the self managed super funds sector affirms that while flexibility and tax management is their primary motivation, their ability to stick with their chosen investment strategy gives them a self perceived performance advantage as ...

CGT relief passes Senate

BEN COLLINS  |  FRIDAY, 23 NOV 2012
... make it easier to transfer retirement savings between Australia and New Zealand, and tighter requirements for self managed super fund auditors. The Association of Superannuation Funds of Australia (ASFA) welcomed the passage of the new rules. Australians ...

Super FUM up 13%

ALEX DUNNIN  |  THURSDAY, 22 NOV 2012
... growing sector, increasing 16.8% through the year. Leading public sector super funds increased 15.6%, while self managed super funds (SMSF) were up 13.1%. The broad retail super fund sector increased 9.7%, significantly ahead of corporate funds which ...

Understand borrowing laws warns ATO

BEN COLLINS  |  THURSDAY, 22 NOV 2012
Be careful when investing in property, the Australian Tax Office warned self managed super fund trustees yesterday. People might be using their DYI super fund to invest in property without actually understanding borrowing laws, said acting commissioner ...