 Lyn Formica Head of Education & Content, Heffron Consulting Pty Ltd Lyn Formica is head of SMSF technical & education services with Heffron. She specialises in technical advice on superannuation matters to the accounting, legal and financial planning industries. Formica is also an accredited SMSF specialist advisor of the SMSF Association.
LYN FORMICA | FRIDAY, 9 JUN 2023 Are medical certificates always necessary when an SMSF member accesses their super under the permanent incapacity condition of release? Read more LYN FORMICA | FRIDAY, 23 JUL 2021 SMSF trustees now need to use, or at least be preparing to use, SuperStream when rolling monies in or out of their fund with the Australian Taxation Office (ATO) stating that 1 October 2021 is a hard deadline and no further extensions will be granted. ... Read more PAGE: 1 |
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Cover Story
Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.
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