Search Results | Showing 161 - 170 of 308 results for "SMSF Trustees" |
| | | ... 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 ... |
| | | | ... similar to that employed to monitor the provision of financial advice." The regulator should also monitor and test SMSF trustees' requirement to have a documented investment strategy that specifies "how the fund will meet its long term investment objectives ... |
| | | | ... of SMSF regulation prominence in their submissions. ASFA argued that, under current rules, loose regulation means SMSF trustees are not sufficiently protected against consumer risk, such as those posed by the global financial crisis. One answer to this ... |
| | | | ... superannuation funds (SMSFs) that fail to comply. Previously the ATO had limited options in dealing with non-compliant SMSF trustees, often having to resort either to closing down non-compliant funds or not penalising them at all. The new rules give ... |
| | | | ... George said that following the clearing of a backlog of tax amendments the ATO is no longer justified in charging SMSF trustees $259 a year. "These measures, such as related party transactions, SMSF bank verification, SMSF roll-overs being included as ... |
| | | | ... formation of this SMSF, and if they don't like the look of you, they won't register you." He said the perception the SMSF trustees could invest irresponsibly, thus putting pressure on the age pension, was a "furphy". "The 'self' part of SMSFs is very ... |
| | | | ... deeming rules for account based pensions look likely to be passed by the Parliament this year, with SPAA warning SMSF trustees to be prepared despite the lack of available information. SPAA senior manager, technical and policy Jordan George told delegates ... |
| | | | ... and jointly issued by the SMSF Professionals' Association of Australia (SPAA) and Russell Investments, found that SMSF trustees were sceptical about the value financial planners offer. One focus group participant and SMSF trustee said: "I come to the ... |
| | | | ... demand for accessible financial education. "The focus will be on themes and issues, with an initial emphasis on SMSF trustees and DIY investors. Wealth Know How's Phaedon Vass said people were going online to further their financial literacy before making ... |
| | | | ... investments would also allow for a more productive and efficient use of SMSF capital which is currently available to SMSF trustees." SMSFs hold an estimated $531.5 billion of assets of the $1.72 trillion superannuation sector as of 30 September 2013 ... |
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