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Showing 1 - 7 of 7 results for "State Technical Conference"

SMSF Association partners with Morgans to raise standards

MARK SMITH  |  THURSDAY, 26 MAY 2016
The SMSF Association has formed a new partnership with stockbroking and wealth management firm Morgans Financial to improve professional standards in the SMSF sector. The association and Morgans have committed to work together to provide a range of ...

SPAA and Macquarie to investigate SMSFs

STAFF WRITER  |  MONDAY, 31 MAR 2014
The SMSF Professionals' Association of Australia (SPAA) and Macquarie will investigate SMSF business models in a newly launched survey that is targeting financial advisers, accountants, administrators and stockbrokers. The findings of the survey will ...

Advisers warned: take sequencing risk seriously

JAMES FERNYHOUGH  |  WEDNESDAY, 31 JUL 2013
... and partner at Drew, Walk & Co. Speaking at the SMSF Professionals' Association of Australia (SPAA) State Technical Conference, Professor Drew said that in order to avoid the pitfalls of sequencing risk, advisers need to shift their emphasis from rates ...

No more SMSF tax loopholes for excess concessional contributions

JAMES FERNYHOUGH  |  THURSDAY, 25 JUL 2013
... their income, according to AMP SMSF's head of policy and technical Peter Burgess. Speaking at the SPAA State Technical Conference in Sydney on Tuesday, to an audience predominantly comprised of financial advisers, Burgess said that for the 2013-14 financial ...

SMSFs lose majority of cases against ATO

JAMES FERNYHOUGH  |  WEDNESDAY, 24 JUL 2013
... Tax Office, according to David Hughes, a partner at law firm Small Myers Hughes. Speaking at the SPAA State Technical Conference in Sydney yesterday, Hughes said that of the 32 cases he looked at - largely involving excess contributions tax (ECT) and ...

SMSFs could use email for SuperStream

ALISON BEVEGE  |  THURSDAY, 11 AUG 2011
... to another. Speaking at the Self-Managed Super Fund Professionals' Association of Australia (SPAA) State Technical Conference this week, Peter Burgess, SPAA technical director, said the mandated data standards for rollover and employer contributions ...

SMSFs can use tax rule to save thousands conference told

ALISON BEVEGE  |  WEDNESDAY, 10 AUG 2011
... decrease death benefits, the Self-Managed Super Fund Professionals' Association of Australia (SPAA) State Technical Conference was told. SPAA has voiced its concern over draft ruling TR 2011/D3 that enables the taxing of income earned by super fund assets ...
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