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Showing 141 - 150 of 307 results for "SMSF trustees"

Exchange tradeable version of Magellan Global Fund announced

MARK SMITH  |  WEDNESDAY, 25 FEB 2015
... said. Magellan's executive chairman Dr Brett Cairns said: "Data from the Australian Taxation Office highlights that SMSF trustees (and retail investors alike) are too reliant on Australian equities and cash, arguably as a result of the ease of access ...

Details of new SMSF accreditation revealed

MARK SMITH  |  TUESDAY, 24 FEB 2015
... first of four modules in a new Graduate Certificate program. The other three areas of focus include 'Understanding SMSF trustees', which deals with behavioural finance and cognitive bias; 'Coaching', which is all about SMSF strategies for accumulation ...

PM Capital global fund boosts income growth

LAURA MILLAN  |  MONDAY, 23 FEB 2015
... expensive. "The value proposition when we listed the PGF remains relevant as Australian investors generally, and SMSF trustees in particular, are significantly underweighted in offshore investments"

OPINION: The Achilles heel of unbundled services

DARREN SPEIRS  |  WEDNESDAY, 18 FEB 2015
... extensibility. The bulk of them cannot 'speak' to each other at all and, when they do, they do so poorly. As a result, SMSF trustees and advisors find themselves dealing with data silos, having to painstakingly log in to each individual service provider ...

SMSF sector enters next phase

LAURA MILLAN  |  MONDAY, 9 FEB 2015
... and predicted that in five years' time we will see many more drawdowns from SMSFs. The ATO report also shows that SMSF trustees are increasingly choosing income streams over lump sum payments. While total SMSF benefit payments have increased 59% since ...

Spike in SMSF borrowing breaches

MARK SMITH  |  FRIDAY, 23 JAN 2015
... subjected to several rule changes since inception, my suspicion is that there has been confusion, resulting in some SMSF trustees thinking it was permissible to use their fund to borrow to overcome a short term liquidity problem - much like a small business ...

SPAA backs government position on SMSFs

STAFF WRITER  |  WEDNESDAY, 21 JAN 2015
... that trustees abide by the rules, especially as they relate to the minimum payment," Slattery explained. She said: "SMSF trustees that are unsure of the superannuation pension rules should seek to educate themselves about them as well as get specialist ...

ATO cold calling to test SMSF trustees

LAURA MILLAN  |  FRIDAY, 5 DEC 2014
... officials would not respond to specific questions about this measure, but a spokesperson said l that "the ATO contacts SMSF trustees in a number of situations and has been doing so for some time now, the first was in 2010." The spokesperson said that ...

SMSF collapses imminent in hunt for yield

ALICE URIBE  |  THURSDAY, 11 SEP 2014
... Speaking at a media briefing yesterday, Aberdeen head of Australian fixed income Nick Bishop said that investors and SMSF trustees had been given a greater degree of access and empowerment, but this has not been combined with an increase in skill or ...

AMP and University of Adelaide form SMSF research centre

STAFF WRITER  |  MONDAY, 1 SEP 2014
... year. Using AMP's SMSF database, the centre aims to provide greater insights into the motivations and behaviours of SMSF trustees. "The fragmented nature of the SMSF sector has made it difficult in the past for meaningful qualitative research to be undertaken ...