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Showing 1841 - 1850 of 3321 results for "Trustees"

ASIC charges unlicensed SMSF loan provider

ALEX BURKE  |  THURSDAY, 12 NOV 2015
... which would then "loan" funds to Ross's company account. An amount of that transfer would then be issued back to the trustees of the SMSF. ASIC has charged Ross with three counts of "engaging in a credit activity without a licence by performing the obligations ...

mFund take-up slower than expected

LAURA MILLAN  |  TUESDAY, 10 NOV 2015
... and added that mFund can help diversify retail portfolios. About 85% of investors transacting through mFund are SMSF trustees and the average transaction size is $25,000, which is usually the minimum transaction size for funds in mFund.

Labor opposes super trustee governance bill

DARREN SNYDER  |  TUESDAY, 10 NOV 2015
... political intervention of APRA member Helen Rowell" who delivered a speech at the Australian Institute of Superannuation Trustees (AIST) Governance Ideas Exchange Forum in Melbourne last month. The Senators said that under direct questioning at the committee's ...

FEATURE: The circle of life

DARREN SNYDER  |  MONDAY, 9 NOV 2015
... this evolving market. Earlier this year a joint paper by AustralianSuper and the Australian Institute of Superannuation Trustees (AIST) suggested the nation's super system is more than four decades from maturity. The view has merit in the sense there ...

SMSFs welcome no dumping of LRBAs

DARREN SNYDER  |  SUNDAY, 8 NOV 2015
... Yesterday the government said it will support the Financial System Inquiry (FSI) recommendation that calls for super trustees to select Comprehensive Income Products for Retirement (CIPRs). SISFA's stance is in line with comments made by AMP's Peter ...

Court fines SMSF admin for "free setup" ads

ALEX BURKE  |  WEDNESDAY, 4 NOV 2015
... wider "SMSF Taskforce" program, established in 2012 in response to the growing SMSF sector. Advertising to potential trustees via social media has been a focus area for the group. In August, the regulator issued infringement notices to Dixon Advisory ...

SMSFs and infrastructure a good investment

DARREN SNYDER  |  MONDAY, 2 NOV 2015
... bonds. Another possibility is ASX-listed infrastructure funds. Whatever the mechanism, it should be remembered that SMSF trustees prefer to invest directly with total SMSF investment in managed funds now standing at only 5.1%," Slattery said. She added ...

Future Fund's morphing objective

ALEX DUNNIN  |  WEDNESDAY, 28 OCT 2015
... why it was deliberately assembled outside of the superannuation governance frameworks. Reflecting this it doesn't have trustees but "guardians", who have similar ethical obligations but are not bound by laws administered by the superannuation regulator ...

Pengana grows team ahead of fund launch

LAURA MILLAN  |  MONDAY, 26 OCT 2015
... Queensland and will be responsible for sales in the region. Elfverson's previous roles include key account manager at Equity Trustees and business development roles with Australian Unity's Lifeplan Funds Management and the BT Financial Group. Alex Keen ...

Beware 'apples with apples' super comparisons

DARREN SNYDER  |  FRIDAY, 23 OCT 2015
... Australian Prudential Regulation Authority (APRA) member Helen Rowell told an Australian Institute of Superannuation Trustees (AIST) Governance Ideas Exchange Forum that on a number of occasions in the last few years she has "noted that comparisons of ...