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Showing 1491 - 1500 of 3321 results for "Trustees"

ASIC puts corner-cutting advisers on notice

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... binding death nominations for superannuation benefits. The regulator said many nominations are at risk of being rejected by trustees as it has become aware of a widespread practice among financial advisers claiming to have witnessed client signatures ...

ATO toasts the "SMSF class of 2012"

ALEX BURKE  |  FRIDAY, 19 JAN 2018
... age of new members in 2016 decreased to 47, which ATO assistant commissioner Kasey Macfarlane said "tells us that more trustees are entering the SMSF sector at an earlier stage in their working life than in previous years." Of those SMSFs established ...

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
... up-to-date and legally valid to reflect any material family and financial changes, according to a legal expert. Equity Trustees estate planning lawyer Stephanie Smith said such issues should be addressed early in 2018 and urged those without a will not ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... common amongst APRA-regulated funds, though similar clauses do exist in some self-managed super fund trust deeds. "SMSF trustees and all couples looking to wed will want to make sure estate planning documents are reviewed and updated where necessary ...

Industry association targets super gaps

EMMA RAPAPORT  |  MONDAY, 8 JAN 2018
... thousands of Australians in the superannuation system. This is the key vision of the Australians Institute of Superannuation Trustees, who used their pre-budget submission to propose numerous policy steps the government should take to rectify the superannuation ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... Australia. SMSF Association National Conference More than 1300 financial advisers and self-managed superannuation fund (SMSF) trustees attended the Melbourne Convention and Exhibition Centre in mid-February for the SMSF Association's National Conference. ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
... needs is at record highs, and yet this is not translating into significantly greater use of financial planners, with trustees citing difficulty in finding advisers who can meet all their needs. However growth in the market is coming from the rise of ...

Industry split on life insurance cover: Poll

KARREN VERGARA  |  MONDAY, 18 DEC 2017
... of inactivity in an effort to circumvent eroding retirement balances. By equal measure, 48% oppose this idea stating trustees should continue to debit account balances in the event members need some form of total permanent disability (TPD) protection. ...

Super life code released

KARREN VERGARA  |  MONDAY, 18 DEC 2017
The Insurance in Superannuation Working Group is urging superannuation trustees to sign up to its voluntary life insurance code of practice, which will come into effect 1 July 2018. To eschew account balance erosion, super trustees under the code will ...

Group insurance awareness encouraging: MetLife

KARREN VERGARA  |  TUESDAY, 12 DEC 2017
... value it and determine what the appropriate level is." Stewart added she is a "huge supporter" of the Code, which urges trustees to ensure younger members have an appropriate level of cover - some might be dialing it right down to a basic level that ...