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Showing 961 - 970 of 1833 results for "Managed Super"

High net worth assets grow to $1.4 trillion

JAMES FERNYHOUGH  |  WEDNESDAY, 19 MAR 2014
... had more than $1 million of investable assets, excluding the family home, business and super, but including self-managed super funds (SMSFs). Regarding the investment habits of HNW investors, 2013 saw a shift away from cash and term deposits towards ...

Super is now an economic driver

ALEX DUNNIN  |  WEDNESDAY, 19 MAR 2014
... reinforces how the FSI is not an inquiry reviewing sectional microeconomic superannuation policy settings, such as self-managed super funds, contribution levels or taxation concessions, but how capital within the framework of superannuation can be more ...

"Free set up" SMSF administrator pays infringement notice over bogus claims

ALICE URIBE  |  TUESDAY, 18 MAR 2014
Self- managed superannuation fund (SMSF) administration company SuperHelp Australia (SuperHelp) has paid a $10,200 infringement notice penalty after making potentially misleading statements about the cost of setting up an SMSF. ASIC's concerns related ...

Parliament passes more nuanced SMSF penalties

JAMES FERNYHOUGH  |  THURSDAY, 13 MAR 2014
New laws have been passed giving the Australian Taxation Office (ATO) more varied powers to penalise self-managed superannuation funds (SMSFs) that fail to comply. Previously the ATO had limited options in dealing with non-compliant SMSF trustees, often ...

Former NAB adviser launches non-aligned platform

JAMES FERNYHOUGH  |  THURSDAY, 13 MAR 2014
Former NAB Private Wealth adviser Sarah Hackney has launched a new open architecture independent advice platform, called Full Circle Wealth Management. The new business, backed by former Ellerston Capital chief executive Glenn Poswell, is aimed primarily ...

Lonsec launches ETF model portfolios for advisers

LAURA MILLAN  |  WEDNESDAY, 12 MAR 2014
... international equities, property securities, fixed interest and cash. Lonsec said that the offer will appeal to self-managed super fund (SMSF) investors. "There is rising interest from financial advisers as they realise how ETFs can be used to help their ...

Media Super to launch MDI option

JAMES FERNYHOUGH  |  TUESDAY, 11 MAR 2014
... needs and in particular the reason why some high-balance members are (like in every other fund) transferring to self-managed super funds. "I also directed my staff to start calling every member with a significant balance to speak directly with them about ...

SPAA calls for reduction in SMSF levy

JAMES FERNYHOUGH  |  MONDAY, 10 MAR 2014
The Australian Taxation Office's (ATOs) annual levy on self-managed superannuation funds (SMSFs) should be reduced in the May budget, according to the SMSF Professionals' Association of Australia (SPAA). SPAA's senior manager, technical and policy ...

New laws target promoters of early release schemes

JAMES FERNYHOUGH  |  FRIDAY, 7 MAR 2014
... in illegally accessing their superannuation before the preservation age, often involving the improper use of self-managed super funds (SMSFs). While the Superannuation Industry (Supervision) (SIS) Act already stipulates when early release of funds is ...

First Financial joins BT Select

LAURA MILLAN  |  THURSDAY, 27 FEB 2014
... in funds under advice, 60 staff, including 17 financial planners, four lending and finance advisers, and a self-managed super fund (SMSF) administration team "First Financial's future growth aspirations are very exciting and we look forward to supporting ...