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Showing 181 - 190 of 312 results for "SMSF trustees"

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 ...

Advisers hitting SMSF service targets

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
... services are another area that advisers highly value." Forrest explained that the functionality is especially useful to SMSF trustees. "Every SMSF trustee needs somewhere to hold their cash and requires a cash hub that helps them simplify super fund ...

SMSFs urged to consider transparent alternatives to managed funds

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
... equities, and SMAs give SMSF investors access to professional management of their direct equity portfolios. For SMSF trustees looking for more transparency, managed discretionary accounts are another good alternative to managed funds, according to Crystal ...

Who will fill the SMSF education gap?

JAMES FERNYHOUGH  |  FRIDAY, 14 JUN 2013
... has grown, there are more and people being pulled into it either voluntarily or by client demand." Ward said that SMSF trustees tend to have a high degree of knowledge, which makes them particularly exacting clients. To meet the need of this new demographic ...

Government scraps proposed SMSF transfer changes

MARK SMITH  |  FRIDAY, 31 MAY 2013
... increased costs for SMSFs transferring listed securities from a related party into the SMSF and is pleased to see that SMSF trustees will not be faced with increased costs. "The proposed legislation also removed the existing requirement that an SMSF ...

ATO release another SMSF self help guide

ALEX DUNNIN  |  FRIDAY, 17 MAY 2013
... superannuation fund (SMSF) investors, the Australian Taxation Office (ATO) has issued a publication aimed at explaining to SMSF trustees the rules around how they can pay benefits from their fund. "At some stage your self-managed super fund will have ...