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Showing 151 - 160 of 307 results for "SMSF trustees"

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 ...

Van Eyk adds SMAs to research platform

MARK SMITH  |  THURSDAY, 5 JUN 2014
... Office which showed over 60% of SMSF assets were held in direct shares and cash as at the end of 2013, Thomas said SMSF trustees wanted control, customisation and transparency but they also needed quality advice. "SMAs may overcome some of the limitations ...

FEATURE: Managing SMSF growth

LAURA MILLAN  |  FRIDAY, 9 MAY 2014
... an individual fund. But for many other reasons SMSFs could be the ultimate investment vehicle for superannuation. SMSF trustees in Australia can invest in virtually all asset classes, including property and alternatives. Their only limitation is the ...

AMP gives SMSFs access to property and corporate bonds

LAURA MILLAN  |  TUESDAY, 6 MAY 2014
... through cash and term deposits," AMP Capital head of SMSF Tim Keegan said. He added that these managed funds allow SMSF trustees "to invest in sectors and assets that may be hard to access or cost prohibitive." AMP has also developed a website to support ...

SMSFs want access to infrastructure and corporate bonds

JAMES FERNYHOUGH  |  MONDAY, 14 APR 2014
... problem with the way SMSFs use LRBAs, it did express some concern over the "increased property spruiking targeting SMSF trustees."

FEATURE: The alpha hunters

JAMES FERNYHOUGH  |  FRIDAY, 11 APR 2014
... not it is good for them (according to Investment Trends, the historically low cash rate has done little to push SMSF trustees into new asset classes). The facts, then, go some way to confirming the caricature of Australia as a land with a homogeneous ...