All Articles tagged with 'SMSFs'

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AMP and University of Adelaide to form SMSF Centre of Excellence

AMP and the International Centre for Financial Services (ICFS) at the University of Adelaide have agreed to form a Centre of Excellence in self-managed super funds (SMSFs), the first of

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02 Sep 2014

SPAA message to FSI: SMSF sector performing well

From SMSF Association

The SMSF sector was a well-functioning, efficient and allowing many Australians to meet their retirement income goals, the SMSF Professionals’ Association of Australia (SPAA) said its final submission to the

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01 Sep 2014

SMSFs boost investment platforms

Self managed super fund (SMSF) clients are rapidly turning to specialist admin providers, new figures reveal. According to the OneVue/Investment Trends 2014 SMSF Accountant Report, an extra 35,000 SMSFs started

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28 Aug 2014

The ages of 40 and 70 should raise aged care alarm bells for advisers, their clients and SMSF trustees

From Equity Trustees

The US based senior care network, Home Instead, was the first one to refer to what is now universally known as the 40-70 rule. Since then, many operators in the

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27 Aug 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).

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22 Aug 2014

SPAA expands member education services with technical mentoring program

From SMSF Association

The SMSF Professionals’ Association of Australia (SPAA) has developed a new online technical mentoring program for its specialist members, says Managing Director/CEO Andrea Slattery. The new educational program, available to

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20 Aug 2014

SMSF critics are winding up the market

From Xpress Super

Industry funds expecting to reap the benefits of disillusioned SMSF members winding up their funds and re-joining the APRA-regulated sector are grasping at straws, says SuperGuardian, Xpress Super CEO Olivia

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20 Aug 2014

Back to basics in fashion as investors flock to learn about budgeting

From Wealth Know How’s

Australians are going online more and more to learn about how to take charge of their own finances, says Fiona Parker, General Manager of Wealth Know How, Australia’s fastest growing

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20 Aug 2014

Australian Investors could be missing out on potential international returns

From Insync Funds Management

Australian investors including SMSF’s who remain significantly under-exposed to global stocks may be missing out on better value and growth stories not easily available on the ASX. The big-four banks

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19 Aug 2014

IMAP Believes ASIC ruling will promote development of Managed Accounts

From IMAP - Institute of Managed Account Providers

Will substantially reduce the compliance burden for advisers re MDAs The Institute of Managed Account Providers (IMAP) has welcomed ASIC clarifying its interpretation of the circumstances in which an SMSF

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14 Aug 2014

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
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Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
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