All Articles tagged with 'Graeme Colley'

You are in Posts tagged 'Graeme Colley' (Page 2)

ATO figures still showing flow of funds to SMSFs

From SMSF Association

Rollovers into self-managed super funds (SMSFs) are still showing a drain of funds from the APRA-regulated funds in gross and net terms, says Graeme Colley, Director of Technical and Professional

continue reading

10 Feb 2015

SPAA backs PJC report on professional, educational standards

From SMSF Association

Graeme Colley Graeme Colley, SPAA’s Director of Technical and Professional Standards, says the association supports any positive moves that improve the professionalism and standards of financial advice, and this PJC

continue reading

12 Jan 2015

FSI proposals to get top billing at SPAA conference

From SMSF Association

The Financial System Inquiry (FSI) has put the spotlight on the financial advice industry, with strong proposals to improve the education, qualifications and professionalism of advisors providing Tier 1 advice.

continue reading

10 Dec 2014

FSI gives SMSF sector ‘a ringing endorsement’

From SMSF Association

Self-managed super funds received a pre-Christmas gift with the final report of the Financial System Inquiry (FSI) making no recommendations on imposing controls over expenses for the set up and

continue reading

09 Dec 2014

ATO figures inject logic into the SMSF debate

From SMSF Association

Industry fears that young people are rushing to set up self-managed super funds (SMSFs) are not supported by the latest statistics on this superannuation sector from the Australian Taxation Office.

continue reading

01 Dec 2014

SMSF trustees to take centre stage at SPAA’s 2015 National Conference

From SMSF Association

Understanding the self-managed super fund lifecycle and knowing how to use that knowledge to benefit clients is the theme of the 2015 SMSF Professionals’ Association of Australia (SPAA) National Conference

continue reading

16 Oct 2014

Trustees’ duties are often misunderstood, says SPAA

From SMSF Association

The wide-ranging responsibilities of SMSF trustees to all fund members are often misunderstood and unappreciated by their critics, says Graeme Colley, Director, Technical and Professional Standards, of the SMSF Professionals’

continue reading

07 Oct 2014

SMSF critics should look to the facts, not their biases

From SMSF Association

In the eyes of their critics it seems SMSF trustees can never get it right on the investment front, says Graeme Colley, Director, Technical and Professional Standards, of the SMSF

continue reading

30 Sep 2014

In-house asset rules a trap for SMSF advisors, trustees

From SMSF Association

The in-house asset rules pose one the biggest pitfalls for SMSF trustees and their professional advisors, says Graeme Colley, Director, Technical and Professional Standards, of the SMSF Professionals’ Association of Australia (SPAA).

continue reading

22 Aug 2014

How trustees can get the best outcome before 30 June

From SMSF Association

The end of the financial year is the time for SMSF trustees to focus on financial planning and strategy, particularly as it relates to superannuation. SMSF Professionals’ Association of Australia

continue reading

16 Jun 2014

FIRST 123 4 LAST

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]