Administration & Management Articles

Showing 1 to 10 of 95 articles:
Meirine Giggins
SARKIS TEPELI , MEIRINE GIGGINS  |  FRIDAY, 29 APR 2022
This paper outlines the key considerations and steps required in appointing a consultant with specific focus on the investment and servicing credentials of a consultant. Read more
Cynthia Voon
CYNTHIA VOON  |  FRIDAY, 11 MAR 2022
It is widely understood that the status of a worker as an employee or independent contractor is based on a range of common law tests. Generally, where a worker contracts to achieve a result the relationship between the parties will be one of principal ... Read more
Calastone Pty Limited
CALASTONE PTY LIMITED  |  SATURDAY, 6 NOV 2021
Fund administration and the role of the transfer agent sits at the heart of today's mutual fund industry. The transfer agent's fundamental role is to administer the register that records each investor's holding of units in a fund, providing a 'single ... Read more
Steve Freeborn
STEVE FREEBORN  |  THURSDAY, 30 SEP 2021
Administration operations models in the Australian superannuation market are evolving. What funds want from their providers and what service providers can offer is changing. Read more
Graeme Colley
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
Angus Morrison
ANGUS MORRISON  |  WEDNESDAY, 24 FEB 2021
Want to know whether superannuation should be paid to contractors? If you engage contractors, the cost of getting this wrong can be extremely high. Read more
Peter Townsend
PETER TOWNSEND  |  THURSDAY, 18 FEB 2021
The Australian Taxation Office (ATO) has recently published 'Regulation 8.02B and evidence to support real property valuations' which outlines its evidence approach and requirements for real property valuations. The approach elaborates but generally ... Read more
Dung Lam
DUNG LAM  |  FRIDAY, 11 DEC 2020
On 15 October 2020 the Australian Taxation Office (ATO) issued Practice Statement PS LA 2020/3 (Practice Statement), which provides guidelines in regard to penalties imposed under the Superannuation Industry (Supervision) Act 1993 (the SIS Act) for ... Read more
Nick Ali
NICK ALI  |  TUESDAY, 3 NOV 2020
An audit may seem a necessary evil, however, it's an opportunity for an overview of the status of your SMSF - an assessment of the fund's compliance as well as its overall health. Look at the annual audit as a medical check-up of your fund, which is ... Read more
Ally Selby
ALLY SELBY  |  THURSDAY, 29 OCT 2020
The government's early release of superannuation scheme, introduced earlier this year and recently extended until 31 December 2020, has assisted millions of Australians to weather the economic effects of the COVID-19 crisis. Read more
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