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Showing 171 - 180 of 312 results for "SMSF trustees"

Looming pension deeming rules "lack clarity"

ALICE URIBE  |  FRIDAY, 21 FEB 2014
... 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 ...

Planners not meeting SMSF trustee demands

JAMES FERNYHOUGH  |  WEDNESDAY, 19 FEB 2014
... 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 ...

Strong demand for online education: Wealth Know How

HARRY PAGE  |  FRIDAY, 14 FEB 2014
... 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 ...

SMSFs poised to boost infrastructure investing

LAURA MILLAN  |  MONDAY, 10 FEB 2014
... 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 ...

SPAA questions 'free lunch' SMSF service

JAMES FERNYHOUGH  |  WEDNESDAY, 22 JAN 2014
... system" Colley also said the service may limit the range of assets in which the SMSF can invest. He urged potential SMSF trustees to do careful research before starting an SMSF. SPAA's membership includes a large contingent of financial advisers who ...

BGL partners with Australia Post on SuperStream

JAMES FERNYHOUGH  |  THURSDAY, 12 DEC 2013
... recognisable and trusted brand. "We needed a name people knew," he said. The SuperStream laws will not apply to all SMSF trustees. According to Lesh, those who are business owners will not need to report. However, those with employers making contributions ...

SPAA defends status quo on SMSF regulation

JAMES FERNYHOUGH  |  TUESDAY, 10 DEC 2013
... evidence to say that SMSFs are being inappropriately regulated? It's never cited." Answering the claim that some SMSF trustees are out of their depth, Slattery made several points. While approximately half of SMSF trustees do not use a financial planner ...

SMSF trustees suffer "unacceptably poor advice"

LAURA MILLAN  |  WEDNESDAY, 13 NOV 2013
... results in high risk investment strategies with real property investment being a leading factor. "It is important that SMSF trustees develop and maintain an exit strategy." The submission paper quoted research by the University of New South Wales and ...

Industry funds ask for specialised SMSF adviser training

LAURA MILLAN  |  THURSDAY, 3 OCT 2013
... advice" in the market. The AIST noted that APRA-regulated fund members do not require advice as sophisticated as SMSF trustees. "The changes need to get the right balance between providing affordable accessible advice to super fund members and more sophisticated ...

ASMA dismisses SMSF property bubble fears

MARK SMITH  |  MONDAY, 30 SEP 2013
... Australian shares. "ASMA's report and recent data from the Australian Taxation Office reveal that comparatively few SMSF trustees are going into property. In fact, residential property investments by SMSFs have risen to only $20 billion since 2006," ...