Monthly Archives: April 2013

Deadline Approaching – Find your Lost Super in the $887 million of Unclaimed Super Accounts

Are you considering superannuation to be tomorrow’s problem, because there are many ways to boost the size of your nest egg today, including super you may have “lost”.  As part of a raft of recent reforms, super funds must transfer … Continue reading

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Masterclass – SMSF – Being and Changing Trustee – When and How

All self-managed super fund (SMSF) members must be trustees of the fund and all trustees must be members, however there are some exceptions such as: Minors, being too ill or old, mental incapacity or travel overseas for an extended period, … Continue reading

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Uncertainty is the Enemy of Long-Term Savings – Brad Cooper of BT Financial Group

  The intense debate over changes to Australia’s $1.5 trillion superannuation system should serve as a clear indication to both sides of politics that super should not be up for grabs, the chief executive of Westpac-owned BT Financial Group said … Continue reading

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MASTERCLASS Investment – Earnings – What You Need To Know

In our Masterclass we look at Earnings and what you need to know. A company’s earnings are its profits, or other names are net income, bottom line and how much is made. Take a company’s total sales or revenue then … Continue reading

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SMSF Property Spruikers Can Spoil It For Others

  Former Australian Minister for Superannuation Nick Sherry has become the latest high profile figure to raise concerns about property “sharks” preying on Australian’s superannuation savings.  Speaking at the CPA’s annual self-managed superannuation funds (SMSF) conference in Sydney yesterday, the … Continue reading

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News – Proposed Changes to Super – Will you be affected and what about SMSFs?

On Friday 5 April, Australian Treasurer Wayne Swan and Minister for Financial Services and Superannuation, Bill Shorten, made an announcement which ended speculation over proposed changes to superannuation. It seems many will be affected and has implications for SMSFs as … Continue reading

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Retirement Savings – Calls for Government to consider facts over potential tax changes to super

  The intense debate over potential taxation changes to superannuation needs to be pared back, with a peak superannuation body calling for industry and policymakers to focus on the facts around the issues. ASFA yesterday urged industry to concentrate on … Continue reading

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