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Showing 2171 - 2180 of 2562 results for "SMSF"

superMate upgrades for SMSFs and advisers

LOREN RUGEBREGT  |  MONDAY, 8 AUG 2011
... share sales and purchases, making it difficult for trustees to get an accurate picture of their Self managed super fund (SMSF) Australian equity holdings. "We believe that accountants and advisers who are involved in administering SMSFs with actively ...

Planners urged to commit to the cloud

LOREN RUGEBREGT  |  FRIDAY, 5 AUG 2011
... its investments which often requires re-keying a lot of the data, even if the client is using a wrap," said Bird. "In the SMSF world where people are trying to take more control of investments and also look at ways of managing things more efficiently ...

Tax rules set for TPD insurance deductibility

ALISON BEVEGE  |  THURSDAY, 4 AUG 2011
... superannuation tax law will make it easier for self-managed super funds to work out their tax deductions for insurance, an SMSF expert has said. The draft legislation, released yesterday, specifies how much of the premium for total and permanent disability ...

SMSFs stockpiling cash, weighted to banks

ALISON BEVEGE  |  TUESDAY, 2 AUG 2011
... fixed interest investments have increased 1.3% in the quarter, the report said. Total cash holdings increased to 22.8% of SMSF holdings among trustees canvassed, the highest level in 18 months. At the same time, the Multiport SMSF Investment Patterns ...

Industry uncertainty limits MDAs

ELISE BURGESS  |  THURSDAY, 28 JUL 2011
... to successfully use a MDA, but that they were missing out of product's that are well-suited for self-managed super fund (SMSF) clients. "These new-style investors are suited to MDAs because they want control and they want to own their own assets, their ...

Super software given extra accounting grunt

ALISON BEVEGE  |  TUESDAY, 26 JUL 2011
... strategic partnership with Class Super. "We know it will help accountants, administrators and auditors handle the changing SMSF landscape in a far more efficient manner," he said in a release. Barry Lambert, chairman of Class Super, said the integration ...

SMSF body moves against super death tax

ALISON BEVEGE  |  TUESDAY, 26 JUL 2011
... Sharyn Long, chair of SPAA, drew attention to the impact of capital gains tax bills on real estate that had been held in an SMSF for many years. David Busoli of SMSF specialist firm Cavendish also highlighted the point yesterday. The issue is a red flag ...

Planners remain wary of switching cash to equities

MATT WOODINGTON  |  MONDAY, 25 JUL 2011
... exposure to growth assets at good prices," said Jon Reilly, Asset Allocation and Investment Committee. Jordan said that many SMSF clients that were looking to allocate more capital away from cash were falling back on property. "A lot of them are saying ...

New tool launched to gear SMSFs into property

ALISON BEVEGE  |  FRIDAY, 22 JUL 2011
Self-managed super administration provider Multiport has launched a new package to help SMSF trustees gear property into SMSFs and invited financial planners to a roundtable discussion debating the merits of property in super. At the luncheon in Sydney ...

PIMCO urges SMSFs to get active

MATT WOODINGTON  |  WEDNESDAY, 20 JUL 2011
PIMCO's Australian bond fund has outperformed Australian shares over the past ten years and actively managed income funds are being tipped to add more value still. Lonsec's 2011 income funds sector review found that the shift towards index funds and ...