GRAEME COLLEY | SUNDAY, 5 DEC 2021
Many trustees and members of not only SMSFs, but also public offer superannuation funds, are interested in the payment of death benefits if they or their spouse were to die. This usually revolves around who is eligible to receive the death benefits ... Read more
GRAEME COLLEY | FRIDAY, 8 OCT 2021
Cryptocurrency is a virtual or digital currency which allows people to pay for goods and services directly through an online system. It has no legislated or intrinsic value and it is simply worth what people are willing to pay for it on the open market. ... Read more
GRAEME COLLEY | FRIDAY, 13 AUG 2021
A trustee's responsibility extends beyond just the fund, they are also obliged to oversee all of the members' interests. Some of the advantages of having an SMSF are that they provide members with the ability to control and manage their superannuation ... Read more
GRAEME COLLEY | FRIDAY, 11 JUN 2021
Six member SMSF funds sound like a sensible idea. Put the family in one super fund, make joint investment decisions, help the children save and heaps more reasons. Why not? The Treasury Laws Amendment (Self Managed Superannuation Funds) Bill 2020 (the ... Read more
GRAEME COLLEY | FRIDAY, 14 MAY 2021
An important part of a fund's investment strategy is for trustees to consider diversification of assets. This can take place amongst different investment classes, but also within a particular investment class. Take for example real estate, which can ... Read more
GRAEME COLLEY | FRIDAY, 31 JUL 2020
The start of the new financial year always brings with it new rules for superannuation funds. Some years have seen many wide-reaching changes, while other years have seen just a few. For the 2020/21 financial year the two changes are: the abolition ... Read more
GRAEME COLLEY | FRIDAY, 17 JUL 2020
With the end of another financial year it is time to ensure that SMSFs (self-managed superannuation funds) have everything ready to allow a smooth completion of the SMSF's 2019/20 financials and tax return. While most requirements are unchanged ... Read more
GRAEME COLLEY | FRIDAY, 16 SEP 2016
Whether a fund is able to conduct business activity, comply with the superannuation rules and not fall foul of a range of other issues must be met with the universal technical answer, "it depends." Read more
GRAEME COLLEY | TUESDAY, 11 DEC 2012
Graeme Colley, director of education and professional standards at SPAA, explains the finer points of what can and can't be acquired by a self managed super fund Read more
GRAEME COLLEY | THURSDAY, 20 SEP 2012
Graeme Colley of the SMSF Professionals Association of Australia (SPAA) explores life insurance options for SMSF investors. Read more
Ahead of this weekend's election, the Chartered Accountants Australia and New Zealand (CA ANZ) wants both major political parties to commit to dumping the annual superannuation contribution cap for the benefit of women.
At first glance, the government's superannuation plan for homebuyers seemed a compelling proposition, but concrete analysis has revealed that at best it's only a marginal measure.
Homeownership rates have plummeted, but unions and industry groups have had a negative response to Scott Morrison's last-ditch pitch to 'aspirational Australians'.
The Morrison government has said it will expand the downsizer superannuation scheme by reducing the minimum eligibility age if re-elected this weekend.
CHIEF EXECUTIVE OFFICER
CHIEF EXECUTIVE OFFICER
Heading one of the country's largest sustainable investors wasn't something Peter Chun ever envisioned for himself, but that's just a bonus of taking on the role he describes as a perfect fit - chief executive of UniSuper. Jamie Williamson writes.
As super funds prepare to publish their retirement income strategies to comply with the new Retirement Income Covenant, the next question is what are ...
Inadequate retirement planning is a very real issue for thousands of people both in Australia and globally, but there are ways of making the process more ...
Inflation is being felt around the world, and central banks are responding accordingly. Here's a wrap up of rate changes and the latest on inflation.
In response to the evolving ESG landscape, the skills and competency of directors and boards will need to quickly evolve to include the expertise and ...