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Showing 161 - 170 of 312 results for "SMSF trustees"

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 ...

ASIC should regulate SMSFs as a financial product: PwC

LAURA MILLAN  |  WEDNESDAY, 9 APR 2014
... 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 ...

ASFA and AIST push for tighter regulation of SMSFs

JAMES FERNYHOUGH  |  WEDNESDAY, 2 APR 2014
... 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 ...

Parliament passes more nuanced SMSF penalties

JAMES FERNYHOUGH  |  THURSDAY, 13 MAR 2014
... 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 ...

SPAA calls for reduction in SMSF levy

JAMES FERNYHOUGH  |  MONDAY, 10 MAR 2014
... 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 ...

ATO doing a good job on SMSFs: Cooper

JAMES FERNYHOUGH  |  FRIDAY, 21 FEB 2014
... 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 ...