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Showing 171 - 180 of 307 results for "SMSF trustees"

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," ...

Could ASIC become the SMSF regulator?

JAMES FERNYHOUGH  |  TUESDAY, 10 SEP 2013
... whether the ATO [Australian Tax Office] is the appropriate body to regulate SMSFs given that the obligations of SMSF trustees now is so significant," Wivell Plater told Financial Standard. "Traditionally SMSFs have been a tax vehicle, but now they are ...

Xpress Super adds direct property to SMSF platform

JAMES FERNYHOUGH  |  TUESDAY, 27 AUG 2013
... platform provider Xpress Super has added direct property to its suite of investments. The new option will allow SMSF trustees to access limited recourse borrowing arrangements (LRBAs) through two lenders, St George Bank and Macquarie Bank. Xpress Super ...

Direct investment option key to retain fund members

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
... said. "In particular, those that through our behavioural segmentation are defined as controllers and outsourcer SMSF trustees are more likely to have come from retail funds than from other sector." The main reason for changing super funds are fees and ...

FIIG targets SMSFs with low-limit corporate bond

JAMES FERNYHOUGH  |  MONDAY, 19 AUG 2013
... limit: "This puts direct corporate bond ownership within the reach of the vast majority of retiring investors and SMSF trustees. "This latest improvement in accessibility means that people with investable assets of $200,000 or more can make a prudent ...

Advisers warned: take sequencing risk seriously

JAMES FERNYHOUGH  |  WEDNESDAY, 31 JUL 2013
... assets - in effect, similar to the default option of many APRA-regulated funds - then there is a genuine risk of SMSF trustees falling foul of sequencing because of their asset allocation decisions." "What is required for financial advisers is to review ...