Comparing superannuation sectors ‘a futile exercise’

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The latest Australian Taxation Office (ATO) figures on investment performance and fees for self managed super funds highlight the futility of comparing these funds with other superannuation sectors. Graeme Colley,

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Interest in online SMSF data facilities spikes

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Only one in five SMSF accountants currently offer their clients and advisers the option to access, review and action client data online, according to the OneVue / Investment Trends 2013 SMSF Accountant

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ATO figures show SMSF borrowings prudent

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The growth in SMSF borrowings has grown steadily over the five years to 30 June 2012, according to the latest Australian Taxation Office (ATO) figures. Graeme Colley, Director, Technical and Professional

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SPAA says professional advice should underpin super choice

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The $10,200 penalty imposed by ASIC on Media Super is a warning shot across the bows of APRA-regulated funds about their public commentary on SMSFs. Graeme Colley, Director, Technical and

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Wholesale client tests too complex for SMSFs

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Six different ‘wholesale client’ tests and three different ‘sophisticated investor’ tests currently apply to financial services clients and deciding whether self-managed superannuation fund (SMSF) trustees are wholesale or retail is

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Decision on SMSF penalties gets thumbs up from SPAA

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The decision by the Federal Government to give the Australian Taxation Office (ATO) flexible and cost effective penalties to handle SMSFs that breach the law will ensure the system is

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Retirement back on the agenda for trustees

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Retirement is back on the agenda for many Australians over the age of 55 according to Australia’s leading SMSF adviser, Crowe Horwath. Susie Salmon, Head of Superannuation & SMSF for Crowe

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Self-Managed Super Fund and High Net Worth investors bullish on global investments

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Certitude Global Investing Intentions Index reveals investors are still seeking more global exposure but more do not feel sufficiently equipped to invest internationally. Prospective buyers of international assets continue to

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Cash continues to fall out of favour with SMSF trustees

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Self managed super fund (SMSF) trustees continued to decrease their allocation to cash during the September 2013 quarter with lower interest rates making term deposits less attractive according to the

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SMSFs notch solid asset growth in first quarter

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The self managed superannuation sector showed solid asset growth in the three months to 30 September 2013, according to the latest statistics from the Australian Prudential Regulation Authority (APRA). SMSF

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