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Showing 1 - 5 of 5 results for "Phil La Greca"

Shock win leaves investors worse off

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... opposition's key policy as "a done deal", according to SuperConcepts executive manager technical and strategic services Phil La Greca. He says the behaviour of advisers and investors defied the legislative process. "Advisers and investors who took action ...

Contribution cap reforms see SMSFs spend cash

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... contribution caps prior to the 1 July changes. SuperConcepts executive manager, technical and strategic solutions, Phil La Greca said equities benefitted most from that cash injection with trustees seeking higher returns in the last quarter. Over that ...

Contribution caps cause SMSF cash surge

ALEX BURKE  |  THURSDAY, 17 AUG 2017
... $50,000 or $100,000 depending on a member's age," SuperConcepts executive manager technical and strategic solutions Phil La Greca said. "Benefit payment levels continued to climb as a result of the transfer balance cap of $1.6 million which restricts ...

SMSFs combating low rates with hybrids

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... to hybrid securities growing from 6.5% to 7%. SuperConcepts executive manager technical and strategic solutions Phil La Greca said trustees are seeking new income investments that deliver better returns as a result of the continued low rate environment. ...

Taxman fee for DIY funds trebles

... there are 317,000 SMSFs and together they hold more than one-fifth of the country's total superannuation assets. Phil La Greca, SMSF specialist Multiport, said the $45 fee was a seven-year old fee and that every other sector has had their fees reviewed ...
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