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Showing 151 - 160 of 312 results for "SMSF trustees"

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 ...

SMSF wind up trend is not real: SuperGuardian

LAURA MILLAN  |  TUESDAY, 19 AUG 2014
Self-managed super fund (SMSF) administrator SuperGuardian has rebuked claims that SMSF trustees are increasingly winding up their funds. The provider argues that Australian Taxation Office (ATO) figures for the five years to June 30, 2013, show that ...

GBST delivers first SuperStream contributions to SMSFs

STAFF WRITER  |  WEDNESDAY, 13 AUG 2014
... facilitating SuperStream compliant contributions and delivery to the leading SMSF service providers is crucial for SMSF Trustees. This level of automation will contribute positively to Australia's rapidly growing SMSF sector. Enabling safe and successful ...

ASIC lowers wholesale investor threshold to $2.5 million

LAURA MILLAN  |  MONDAY, 11 AUG 2014
... definition of retail and wholesale investors. The Corporations Act determines that, when receiving financial advice, SMSF trustees should be classified as retail clients, unless the fund holds over $10 million in assets. However, an SMSF trustee can ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
... SMSF specialist qualifications in the next three years compared to only two in five (40.3%) planners. "The needs of SMSF trustees are often unique and complicated in comparison to the average super fund member, so it stands to reason that professionals ...

Manny Pohl issues prospectus for new retail LIC

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
... type of bottom-up, value based investing philosophy. We believe it will find favour with the increasing number of SMSF trustees looking for strong income yields, capital growth and low risk." The offer is priced at $1.00 a share and investors in the ...