AZ NGA acquires StrategyOne Advice Network

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Professional services group, AZ NGA, has acquired Sydney-based financial planning firm, StrategyOne Advice Network (StrategyOne), continuing the group’s record of partnering with mature, high quality advisory businesses. Established in 1984,

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SMSF sector loses valued servant with Peter Hogan retiring

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Peter Hogan, Head of Technical for the SMSF Association and a highly respected and revered SMSF specialist, is retiring after four years in the role, effective 30 September. A lawyer by training, Hogan

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What the election result means for SMSFs on the Technical Day menu

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Advisers attending this year’s round of Technical Day events in the five mainland capital cities will get an important update on what the result of the last federal election means

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Getting the fundamentals right key message for advisers at Technical Day

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A strong focus on the fundamentals of self-managed super funds (SMSFs), from setting a fund up to alternative investment strategies, will be a dominant theme at this year’s SMSF Association

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Super changes require rethink on estate planning

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Members of self-managed super funds (SMSFs) should seek specialist advice on the possible impact of receiving a pension on the death of their spouse, says SMSF Association Head of Technical

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Lower investment returns stretch SMSF investment goals

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A weaker investment outlook that indicates returns will be lower for longer means SMSF retirees need more savings to achieve their retirement goals. The amount needed for a 65-year-old SMSF

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ATO to offer insights about new regulatory regime at Technical Conference

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SMSF specialists attending the SMSF Association Technical Day, being held in the five mainland state capitals starting in Sydney on 18 July, will enjoy the opportunity to hear first-hand insights

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Technical Day gives delegates early chance to discuss super changes

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The SMSF Association Technical Day will be one of the first superannuation conference offerings in the post 1 July super landscape, giving members the opportunity to discuss the new measures

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ATO ruling gets the thumbs up from SMSF Association

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The SMSF Association has backed the ATO’s decision to give SMSF trustees an extra three months to declare any tax planning schemes where personal services income has been diverted to

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Business sales can trigger concessional/non-concessional cap issues

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Small business owners selling their business or business assets and using the proceeds to contribute to superannuation free of capital gains tax (CGT) need to be aware of the recent

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