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Showing 181 - 190 of 307 results for "SMSF trustees"

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 ...

SMSF growth slows on low super system confidence

MARK SMITH  |  WEDNESDAY, 15 MAY 2013
... uncertainty and the cap on tax concessional contributions," he said. George pointed to a recent SPAA survey where 43% of SMSF trustees said they were not confident in the super system, adding that the sector is hurt more than retail or industry funds ...

SPAA raises alarm on draft SMSF rules

ALEX DUNNIN  |  WEDNESDAY, 20 MAR 2013
... related party of the fund' to 'must not acquire an asset from a related party' could have serious consequences for SMSF trustees." He said it could implicate trustees who conducted a transaction in good faith and subject them to new administrative and ...

ATO upgrades SMSF and SuperSeeker website

ALEX DUNNIN  |  TUESDAY, 26 FEB 2013
The Australian Taxation Office is conducting a survey of SMSF trustees to investigate if it should put more SMSF tax interpretations on their website. To ascertain the type of SMSF information trustees and service providers want, they are conducting ...

Smart beta ETF take-up to double in 2013

MARK SMITH  |  FRIDAY, 22 FEB 2013
... the popularity of 'smart beta' exchange traded funds (ETFs) to double by the end of the year. According to UBS, SMSF trustees' and financial advisers' rising acceptance of these types of products is fuelling rapid growth in the sector. Where traditional ...

WHK appoints SMSF head

MARK SMITH  |  THURSDAY, 21 FEB 2013
... are strongly positioned in this market as we offer accounting, tax, audit, administration and advice services for SMSF trustees."